"Wrist-breaking" with TSMC?Intel Launches the World's First System-Level OEM in the AI Era
On Wednesday, local time, at the first Intel foundry technology conference in San Jose, California, Intel announced the launch of the world's first system-level foundry in the era of artificial intelligence.。
On Wednesday, local time, at the first Intel foundry technology conference in San Jose, California, Intel announced the launch of the world's first system-level foundry in the era of artificial intelligence.。
Intel says the new system-level contract is a more sustainable system contract business designed for the era of artificial intelligence, and claims that the system-level contract is a leader in technology, resilience and sustainability。
At the event, Intel also announced an expanded process roadmap with Intel 14A (1.4nm) process technology, specialized node evolution, and new Intel OEM Advanced System Assembly and Test (ASAT) capabilities to help customers achieve AI ambitions。
Intel CEO Pat Gelsinger said: "AI is profoundly changing the world and how we think about technology and its driver chips.。This creates unprecedented opportunities for the world's most innovative chip designers and Intel's system-level foundry for AI.。Together, we can create new markets and revolutionize the way the world uses technology to improve people's lives.。"
Intel also said it plans to use Intel 18A (1) later this year..8nm) manufacturing technology, from TSMC to regain the title of manufacturing the world's fastest chip, and then use Intel 14A new technology to continue this leadership until 2026。
Kissinger also introduced the company's key ecosystem partners for the Intel foundry program.。These partners include Cadence Design Systems, Siemens, Synopsys and more。These companies will provide Intel foundry customers with a portfolio of design tools and intellectual property to build their computing systems。
Separately, Microsoft CEO Satya Nadella also announced on the same day that a new chip will be manufactured using Intel's 18A technology later this year.。OEM orders are now expected to reach $15 billion, up from the company's previous estimate of $10 billion.。
Speaking at the event, Nadella said: "We are in the midst of a very exciting platform shift that will fundamentally change the productivity of every organization and the industry as a whole.。"To achieve this vision, we need a reliable supply of state-of-the-art, high-performance and high-quality semiconductors."。That's why we were so excited to work with Intel OEMs and why we chose the chip design we planned to produce on the Intel 18A process.。"
Nadella, however, gave no further details about the chip's end use or release schedule.。
For decades, Intel made chips only for itself and used its leadership in manufacturing to create a cycle of leading performance chips in the manufacturing industry and charging a premium。These profits in turn finance advances in manufacturing technology。But when Intel lost its lead, its chips became less competitive and profit margins fell, weakening the source of funding for manufacturing technology development.。
But the good news is that Intel is expected to receive more than $10 billion in chip subsidies from the U.S. government, and Intel may be able to get back to the top with these subsidies and business from outside customers.。
Intel foundry is part of Kissinger's ambitious plan to set up the unit after he became CEO in February 2021, with the aim of pitting Intel against the likes of TSMC and Samsung in the foundry chip manufacturing market.。Prior to Microsoft, Intel's customer list of foundries already included MediaTek, Qualcomm and Amazon。Intel has previously said it plans to become the second largest external foundry by 2030, as measured by manufacturing revenue, and now the company believes it can achieve it as early as this year.。
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