Watch the whole thing and share your thoughts. I found it quite interesting:
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Intel should be 5-9 months behind tsmc. Tsmc uses nova equipment and has the technical people this is a simple fix that went on to long.Pat's legacy will be tightly coupled with "Intel Accelerated". Announced July 2021, “Intel Accelerated” is a very aggressive roadmap for Intel to regain process leadership:
2H-2022 – 4nm (formerly 7nm) – 20% performance per watt improvement, first EUV use at Intel.
2H-2023 – 3nm – 18% performance improvement, denser libraries (some density increase) and more EUV use.
1H-2024 – 20A (2nm) – RibbonFET (first generation Intel GAA), a type of horizontal nanosheet.
1H-2025 – 18A (1.8nm) – RibbonFET (second generation Intel GAA).
If Pat can deliver on this promise he will be in the Intel ranks of Andy and Gordon no matter what the foundries do. If the foundries stumble on GAA there will be no stopping Pat, my opinion.
They're going to need a lot of good luck achieving each one of these 4 milestones because a node improvement per year is unprecedented even by the best of the best in the industry. I'd say pretty soon we'll see them push back the timelines because it's flat out unrealistic and even more so by a company who has been a laggard in this area. Frankly I'd be impressed if they can hit 3nm by 2025.Pat's legacy will be tightly coupled with "Intel Accelerated". Announced July 2021, “Intel Accelerated” is a very aggressive roadmap for Intel to regain process leadership:
2H-2022 – 4nm (formerly 7nm) – 20% performance per watt improvement, first EUV use at Intel.
2H-2023 – 3nm – 18% performance improvement, denser libraries (some density increase) and more EUV use.
1H-2024 – 20A (2nm) – RibbonFET (first generation Intel GAA), a type of horizontal nanosheet.
1H-2025 – 18A (1.8nm) – RibbonFET (second generation Intel GAA).
If Pat can deliver on this promise he will be in the Intel ranks of Andy and Gordon no matter what the foundries do. If the foundries stumble on GAA there will be no stopping Pat, my opinion.
Pat's legacy will be tightly coupled with "Intel Accelerated". Announced July 2021, “Intel Accelerated” is a very aggressive roadmap for Intel to regain process leadership:
2H-2022 – 4nm (formerly 7nm) – 20% performance per watt improvement, first EUV use at Intel.
2H-2023 – 3nm – 18% performance improvement, denser libraries (some density increase) and more EUV use.
1H-2024 – 20A (2nm) – RibbonFET (first generation Intel GAA), a type of horizontal nanosheet.
1H-2025 – 18A (1.8nm) – RibbonFET (second generation Intel GAA).
If Pat can deliver on this promise he will be in the Intel ranks of Andy and Gordon no matter what the foundries do. If the foundries stumble on GAA there will be no stopping Pat, my opinion.