hist78
Well-known member
"So when you were first on Stratechery two years ago, one of my first questions was actually about Meteor Lake specifically, which you’ve announced is going to be officially launched next month, and the rather remarkable fact that is included a TSMC-made chiplet. Now you’re about to formally launch it and it has an Intel-made CPU, a TSMC-made GPU, a few other things going on, a couple of things have changed since then. I think that slide actually said The TSMC-chip would be N3, and now I believe that chiplet is going to be N5.
I’m curious today, how are you feeling about that? How are you feeling about the overall strategy? I mean, on one hand, do you wish you had made the GPU? What’s it been like being a customer of another foundry, and has that given you insight on what you need to do as the foundry going forward now that you’ve been on the other side?
Pet Gelsinger: I think all of those aspects are true. One is some of the collateral, some of the other reasons that we went to TSMC as a foundry for some of the tiles at Meteor Lake, that’s been super helpful, and I think the design progressed more rapidly than it would’ve had we not used them, so clearly I think the design work was beneficial.
Second, as you and I talked about last time, this idea of chiplets I think is the new way that all chips get designed. The idea of advanced packaging, multiple chips into the advanced package, and whether that’s an MCP [multi-chip packaging], whether that’s a two-and-a-half or 3D construction, I do think that becomes the standard."
stratechery.com
I’m curious today, how are you feeling about that? How are you feeling about the overall strategy? I mean, on one hand, do you wish you had made the GPU? What’s it been like being a customer of another foundry, and has that given you insight on what you need to do as the foundry going forward now that you’ve been on the other side?
Pet Gelsinger: I think all of those aspects are true. One is some of the collateral, some of the other reasons that we went to TSMC as a foundry for some of the tiles at Meteor Lake, that’s been super helpful, and I think the design progressed more rapidly than it would’ve had we not used them, so clearly I think the design work was beneficial.
Second, as you and I talked about last time, this idea of chiplets I think is the new way that all chips get designed. The idea of advanced packaging, multiple chips into the advanced package, and whether that’s an MCP [multi-chip packaging], whether that’s a two-and-a-half or 3D construction, I do think that becomes the standard."
An Interview with Intel CEO Pat Gelsinger About Intel’s Progress Towards Process Leadership
An interview with CEO Pat Gelsinger about Intel’s progress in his tenure, and why he believes that Intel can compete with TSMC for process leadership. Plus, mistakes that were made, why Intel…
stratechery.com