![]() ![]() ![]() Note that at the same time, TSMC has surpassed Intel by shipping at capacity with its equivalent designs (called 7nm) and its leading edge (5nm) designs that surpass Intel’s performance.Īs with the previous announcement in March, Intel is reaffirming that it intends to return to leadership performance in semiconductors in 2025. On June 29 th this year, Intel also stated that its next generation 10nm product requires additional validation time to streamline deployment on enterprise systems for 2022. While in Intel’s recent Q3 2021 earnings call CEO Gelsinger confirmed that Intel is now producing more 10nm wafers in a day than 14nm wafers, marking a shift in confidence between the two designs, it is no secret that Intel has had difficulty in transitioning from its 14nm process to its 10nm process. Underpinning (1) and (3) is how Intel executes on its own process node development. The third element is IFS, Intel’s Foundry Services, where Intel is committing in a big way to opening up its manufacturing facilities to external semiconductor business. The goal here is to continue to work on Intel’s process node technology development, going beyond the current 10nm designs in production today, but simultaneously using other foundry services from partners (or competitors) to regain/retain Intel’s position in its processors that drive a lot of the company revenue. Intel's Defines a Strong Future: Is TSMC at Risk?Įarlier this year, CEO Pat Gelsinger announced Intel’s new IDM 2.0 strategy, consisting of three elements: If you want the details on this graph, then read on. As you might imagine, each process node is likely to exist for several years, this graph is simply showcasing the leading technology from Intel at any given time. Here is what we're seeing for Intel's roadmaps, based on their disclosures today.Īs always, there is a difference between when a technology ramps for production and comes to retail Intel spoke about some technologies as 'being ready', while others were 'ramping', so this timeline is simply those dates as mentioned. If you only take one thing away from this article, I'm going to put it here front and center. On top of all this, Intel has renamed its process nodes. Intel believes it can follow an aggressive strategy to match and pass its foundry rivals, while at the same time developing new packaging offerings and starting a foundry business for external customers. CEO Pat Gelsinger earlier this year stated that Intel would be returning to product leadership in 2025, but hasn’t yet explained how this is coming about – that is until today, where Intel has disclosed its roadmap for its next five generations of process node technology leading to 2025. In today’s Intel Accelerated event, the company is driving a stake into the ground regarding where it wants to be by 2025. ![]()
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