The transcript is worth reading. Here are some quick cuts from Pat on the manufacturing/foundry side.
"On Intel 20A and Intel 18A, the first nodes to benefit from RibbonFETs and PowerVia, internal test chips and those of a major potential foundry customer have taped out with the silicon running in the fab. We continue to be on track to regain transistor performance and power performance leadership by 2025."
"Additionally, we continue to make progress on Intel 18A, and I've already shared the engineering release of PDK0.5 with our lead customers and expect to have the final production release in the next few weeks."
"We will, one, deliver on five nodes in four years, achieving process performance parity in 2024 and unquestioned leadership by 2025 with Intel 18A.... and four, expand our IFS customer base to include large design wins on Intel 16, Intel 3 and 18A this year."
"IFS achieved record quarterly revenue of $319 million, up 87% sequentially and 30% year-over-year on increased automotive shipments."
As a foundry person I am quite pleased. If Intel's PDKs are in the same class as TSMC this is great news. If Intel PDKs are in the same class as Samsung this is not great news. From what I have heard the Intel 18A PDK is good and there will be tape outs at the end of this year / early next year.
Pat did say they are still working on the Tower Semi acquisition but I have serious doubt it will happen in Q1 as planned or if it will happen at all. US relations with China are getting worse so I don't see it happening. No fault of intel of course. I still think it would be a good thing but not critical to the success of IFS.
Intel Corporation (NASDAQ:NASDAQ:INTC) Q4 2022 Earnings Conference Call January 26, 2023 5:00 PM ETCompany ParticipantsJohn Pitzer - Corporate Vice President, Investor RelationsPat...