Separation of church and state? More like separation of Product and Foundry
"We want to be the foundry for the world. If we're going to be the Western foundry at scale, we can't be discriminating in who's participating in that," the CEO declared during Intel's Foundry Direct Connect event in San Jose, California Wednesday.
These organizations will be legally distinct and have their own staff and processes with minimal overlap to ensure confidentiality, explained IFS head Stu Pann. Perhaps more importantly, Intel Foundry will maintain strict confidentiality with each of its customers – regardless of whether they're internal or external."This is at the heart of what it takes to be successful in foundries," Intel EVP of manufacturing Keyvan Esfarjani explained.While Intel has legal frameworks in place to separate the Foundry and Product divisions, the strategy is already playing out with Intel's partnership with Arm.
Alongside Arm, Gelsinger talked up its strategic partnerships with chip design companies like Cadence, Ansys, Siemens, and Synopsys, and touted a contract from Microsoft to build chips on its 18A process node. Microsoft – a relative"The foundry team's objective is to fill the fabs.
To this end, Intel teased its next-gen process tech which, from the roadmap, should start rolling out between 2025 and 2027. Among the nodes is a successor to the unreleased 18A process node called Intel 14A, which will be its first to use ASML's High-NA extreme-ultraviolet lithography tech. We don't know much about the chip just yet, but we do know it will stack CPU tiles built on Intel 18A on top of a carrier tile based on Intel 3. We've seen a similar techniqueIntel believes this process tech, along with globally distributed and sustainable fabs, will form the basis of what Gelsinger called a"systems foundry."
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