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Lip-Bu Tan: Our Path Forward

MKWVentures said:
why did Tan say:
intel needs to earn trust of foundry customers
and he previously said intel needs 2 or 3 key customers.
so intel foundry customers dont trust them? and they do not have 2 or 3 key customers? Seems like he would know?
how many external 18a foundry wafer starts will intel have in 2026? 5k per month?
Click to expand...

My guess would be QCOM and MediaTek are in the mix since they will be speaking at the Intel Foundry event:


Intel FoundryIntel Foundry 47,585 followers
Our Direct Connect luminary speakers, PR "Chidi" Chidambaram and Vince Hu will be live on stage to discuss what it’s like engaging with Intel Foundry and the challenges and opportunities facing fabless semiconductor companies. Join us in person on April 29th and don’t forget to catch all of our scheduled speakers: https://intel.ly/3Rwap6X
 
Paul2 said:
An RF mixed signal process is nothing to sneeze at, if it was actually Intel's own, and provided feature sizes comparable to recent pure digital nodes.

But we don't know, if it is actually Intel's own.
Click to expand...
Intel has 22FFL For RF

Intel's 22FFL Process Improves Power, Cost, and Analog

Intel's 22FFL (FinFET Low-power) is a variant of their existing 22nm process that is aimed at low-cost, extremely low-power, and analog/RF applications. 22FFL relaxes the ground rules to reduce the need for double patterning, thereby cutting costs. At the same time, Intel’s engineers essentially...
www.realworldtech.com www.realworldtech.com
 
nghanayem said:
Intel has been running chipsets exclusively on Samsung since 2021 (aka a decision made by BK back when Intel ran out of fab space for 14nm). I wouldn't be shocked if Intel was Samsung's largest client by far since QCOM bailed on them. Intel chipsets are probably like a 40K WSPM business.
Click to expand...
I second this. This is not leading edge but it is volume business, and US-based.
 
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