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"She added that after becoming independent, Altera will be the sole remaining “at-scale company left in the world” in the FPGA business. In 2022, Altera’s main rival Xilinx Inc. was acquired by Advanced Micro Devices Inc., and other competitors only focus on specific niches within the FPGA market."
She sounds like Xilinx products disappeared from the market just like the Xilinx name. It's far from the truth.
This is IMHO one of the main failures by Intel. Altera still makes all their FPGAs at TSMC. They released like a single product with an Intel process then gave it up. I hope Intel management will fix this long term. They keep wanting clients for IFS and here is one in-house and they do not bother.
This is IMHO one of the main failures by Intel. Altera still makes all their FPGAs at TSMC. They released like a single product with an Intel process then gave it up. I hope Intel management will fix this long term. They keep wanting clients for IFS and here is one in-house and they do not bother.
Gaudi also used tsmc. These kinds of things happen quite often in large companies, for example, several years after LinkedIn was acquired by Microsoft, they were still using their own infra, and hired many engineers to do their own infra R&D, despite the fact that azure is a top cloud service provider.
In Intel's case, its manufacturing and tools were too much tailored to Intel's CPU product, the pain would be quite real for the acquired products to use Intel processes.
Hopefully this has been changing after IDM 2.0 strategy were put in place. In fact, Intel touted that the design of Arrow Lake chips in 20A and in N3 were 99%(?) the same.
This is IMHO one of the main failures by Intel. Altera still makes all their FPGAs at TSMC. They released like a single product with an Intel process then gave it up. I hope Intel management will fix this long term. They keep wanting clients for IFS and here is one in-house and they do not bother.
Not true. Premium and Mainstream FPGAs moved to intel 7 process in 2022-2023. The soon to be released low power Agilex 3 is also claimed to be on an intel process technology. Once that is out intel will have completely released a top to bottom FPGA lineup after a decade plus of no releases outside of those high-end FPGAs intended to act as PCIE accelerators to bundle with Xeons. At this point the only 28nm and 16/12FF TSMC FPGAs are the long service contract parts that intel still needs to support. As far as I know there was no post 16FF family TSMC FPGA from intel.
The real failure of Altera was intel making them a slave to increasing ASPs on Xeon rather than focusing on the heart of the FPGA market. Even if it was on TSMC process instead of intel processes if Altera was smartly run by intel they would have constantly innovated on their mainstream and embedded products in addition to or instead of the high end datacenter cards. Xilinx also got suckered into this high end trap and it opened the door for lattice et al. to swoop in and take substantial market share from both (but mostly Altera). Even if Altera "only" ends up in a Mobileye type arrangement that will no doubt allow Altera to better manage their own destiny now that they aren't at the mercy of what the current head of DCAI wants them to do.
With that grasp on reality, she really needs to go into politics.
In the same sentence she confirms that Intel strategy is to sell Altera (IPO in 2026) and claims it isn't !
Is this the same Sanda Rivera who was Intel's "Chief People Officer" (ref recent discussion here of Intel job titles), before turning round the fortunes of the DCAI group (setting it firmly into reverse) ?
Is this the same Sanda Rivera who was Intel's "Chief People Officer" (ref recent discussion here of Intel job titles), before turning round the fortunes of the DCAI group (setting it firmly into reverse) ?
siliconangle.com
