Recently, Intel announced a series of key strategies at Intel Foundry Direct Connect in San Jose, USA, to drive innovation and growth in the semiconductor space. CEO Pat Gelsinger revealed Intel's latest foundry progress, involving 14nm process, new customer partnerships and foundry models, while expressing ambition to become the world's second-largest foundry by 2030.
Intel unveiled the 14a (1.) for the first time4nm) and its evolutionary versions, 14a-e. The launch of 14A is expected by 2027 and will be the first time a high numerical aperture lithography machine will be used at this process node. This decision puts Intel at the forefront of semiconductor manufacturing processes, outperforming industry competitors and demonstrating Intel's ambition and strength in process technology.
Pat Gelsinger expressed Intel's ambition to become the world's second-largest foundry by 2030. To this end, Intel has launched a system-level foundry model for the AI era, which divides the company into two parts: product design and foundry manufacturing, so as to provide equal foundry services. This means that Intel Foundry's finances will be accounted for separately, even within the same company, providing a more flexible and equal foundry service to internal and external customers.
At the 18a process node, Intel ushered in new ecosystem partners and customers. Microsoft will use Intel 18A process nodes in the chips it designs. At the same time, ecosystem partners, including Synopsys, Cadence, Siemens and ANSYS, have validated their tools, design flows, and IP portfolios to fit Intel 18A process technology, enabling foundry customers to accelerate the design of advanced chips.
Intel announced the advancement of "system foundry" services, that is, separating chip production from packaging and testing. This strategy aims to create new markets and spark a foundry revolution. This also reflects Intel's efforts to diversify the semiconductor chain, seeking to ensure that the semiconductor industry is safe, robust, and sustainable.
Intel plans to strengthen industry collaboration, covering cutting-edge technologies and mature engineering. Through cooperation with UMC and other companies, Intel will have advantages in traditional processes and accelerate the implementation of technology and the development of the industry. In addition, Intel aims to have 50% of the world's semiconductors manufactured in the United States and Europe by 2030 to ensure the diversification of the semiconductor chain, especially in the current geopolitical uncertainty.
Microsoft announced that it has become Intel's foundry customer, becoming a key victory for Intel in the foundry space. Microsoft will support Intel to become the world's leading chipmaker and work with Intel to design its own chips with 18A nodes. This partnership is an important strategic development for Intel and marks a critical step forward for the company in the foundry space.
Intel has advanced 1The 4nm process demonstrates the importance it attaches to the competition in process technology. In the new round of technological innovation, the improvement of process nodes will directly affect key indicators such as chip performance, power consumption and cost. Intel continues to advance process technology to maintain its leading position in the semiconductor field, providing more advanced and high-performance silicon solutions to customers around the world.
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