Insider Intelligence delivers leading-edge research to clients in a variety of forms, including full-length reports and data visualizations to equip you with actionable takeaways for better business decisions.
In-depth analysis, benchmarks and shorter spotlights on digital trends.
Learn More
Interactive projections with 10k+ metrics on market trends, & consumer behavior.
Learn More
Proprietary data and over 3,000 third-party sources about the most important topics.
Learn More
Industry KPIs
Industry benchmarks for the most important KPIs in digital marketing, advertising, retail and ecommerce.
Learn More
Client-only email newsletters with analysis and takeaways from the daily news.
Learn More
Analyst Access Program
Exclusive time with the thought leaders who craft our research.
Learn More

About Insider Intelligence

Our goal at Insider Intelligence is to unlock digital opportunities for our clients with the world’s most trusted forecasts, analysis, and benchmarks. Spanning five core coverage areas and dozens of industries, our research on digital transformation is exhaustive.
Our Story
Learn more about our mission and how Insider Intelligence came to be.
Learn More
Rigorous proprietary data vetting strips biases and produces superior insights.
Learn More
Our People
Take a look into our corporate culture and view our open roles.
Join the Team
Contact Us
Speak to a member of our team to learn more about Insider Intelligence.
Contact Us
See our latest press releases, news articles or download our press kit.
Learn More
Advertising & Sponsorship Opportunities
Reach an engaged audience of decision-makers.
Learn More
Browse our upcoming and past events, recent podcasts, and other featured resources.
Learn More
Tune in to eMarketer's daily, weekly, and monthly podcasts.
Learn More

Intel to spend $95B on European chip plants, pivots to auto chips and foundry services

The news: Intel’s CEO Pat Geslinger said that the chipmaker has big plans for European expansion, with a $95 billion investment into two new chip fabs, per Thurrot. The new chip plants are part of Intel’s wider strategy to end the world’s silicon manufacturing dependency on China and the East Asian countries.

  • Intel pledged to dedicate production in Ireland for car chips to mitigate shortages. It’s also establishing a chip design team to help other companies adapt designs to use Intel’s manufacturing capabilities.
  • The overall market for car chips is expected to expand to $115 billion in the next decade, more than doubling its current size, said Geslinger.
  • Intel plans to make its own chips—but also wants to expand into manufacturing for other companies like Qualcomm and Amazon

Why it’s worth watching: Faced with competition from PC and smartphone companies like Apple and Google doubling down on their own chip design and manufacturing, Intel wants to pivot toward automotive chips. It’s also building out its Intel Foundry Services (IFS), which will let it manufacture chips for other companies and compete directly against TSMC and Samsung.

  • Intel is pivoting to produce high-demand automotive chips at a time where demand is surging. Chip shortages could cost the auto industry upward of $61 billion in sales this year, per Bloomberg.
  • Intel’s entry into Europe, as well as expansion with two plants in Arizona at a cost of $20 billion and a $3.5 billion expansion effort in New Mexico, makes it a strong challenger to leading Taiwanese chipmaker TSMC, which is one of the handful of companies making chips for cars. 

The opportunity: Focusing on high-demand products like automotive chips and AV technology, as well as expanding into chip foundry services for other companies, can better sustain Intel in the long term than its traditional PC processor focus.

  • Government subsidies in the EU, as well as the geographical advantage, can bring Intel closer to carmakers as the demand for driver assistance and autonomous driving features grow.
  • Intel is also making investments in Mobileye, its self-driving subsidiary, which plans to pilot a robotaxi service in Germany next year.