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In December 2023, we published the Intel Revenue forecast for external wafer sales, gave a breakdown on how customers plan to ramp the foundry. The forecast is still valid (it assumes Intel executes on all plans) but since then we have a better understanding of Intel’s strategy and scenarios that could unfold.
The scenarios… Read More
In the dynamic realm of technological innovation, collaborations and partnerships often serve as catalysts for groundbreaking advancements. Continuing along this trajectory, Ansys, a global leader in engineering simulation software, has forged a partnership with Intel Foundry to enable multiphysics chip design. The … Read More
– High NA EUV’s coming out party – “Dawn” of the Angstrom Era
– Well attended, positive vibes, not much new but good progress
– Concerns about Samsung slowing spend while Intel accelerates
– KLA reticle inspection quandary – Risky business in China
The subjects of Generative AI and Large Language Models (LLMs) permeate businesses and the public conversation. It’s not without good reason! While this emergent field of AI develops, it is now seen at a minimum as a valuable assistant, or, often, a dramatic accelerant to productivity, even to technical workflows.
As we’re … Read More
Today we live in a world where technology is a part of our everyday lives, not only our personal data, but all devices we rely on on a daily basis including our automobiles, cell phones, and home devices. Hackers have found creative and novel ways to corrupt these products, disable systems, steal secrets and threaten our identities.… Read More
It was a dark and stormy night here in Silicon Valley but we still had a full room of semiconductor professionals. I emceed the event. In addition to demos, customer and partner presentations, we did a Q&A which was really great. One thing I have to say is that Intel really showed up for both DesignCon and the Chiplet Summit. Quite… Read More
Cadence recently held an event to dig into the emerging world of photonic computing. Called The Rise of Photonic Computing, it was a two-day event held in San Jose on February 7th and 8th. The first day of the event was also accessible virtually. I attended a panel discussion on the topic – more to come on that. The day delivered a rich… Read More
On Wednesday, February 21st Intel held their first Foundry Direct Connect event. The event had both public and NDA sessions, and I was in both. In this article I will summarize what I learned (that is not covered by NDA) about Intel’s business, process, and wafer fab plans (my focus is process technology and wafer fabs).
Multi-die system design is clearly gaining momentum. Part of this momentum focuses on chiplets and a chiplet ecosystem. A “building block” approach for design will work better if there is a way to get verified, quality building blocks in the form of chiplets. The recent Chiplet Summit became an epicenter for this topic. The conference… Read More
Security threats are a hot topic of discussion today as they can have a profound impact on the electronic infrastructure and devices that are the backbone of our global economies. It is also clear that these threats can be introduced during the design of the very devices that we rely on in our daily lives.
Chiplet-based design is … Read More
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Rethinking Multipatterning for 2nm Node