Thread by @IanCutress

Here at the @intel #ifs direct connect event. Keynote time!

Pat to the stage. He's been CEO for 3 years now

Restore the company noyce and Moore built. Time to rebuild western manufacturing. Today is a day in that mission.

3 years ago, mixed response on foundry goals. Internally, Intel was Reinvigorated against the pessimism. The vision becomes real - Intel Foundry.

So it's not IFS any more. It's IF.

Foundry and products will be independent. Foundry will keep security, but products will drive the foundry volume. Interdependence

Chip design became boring, then AI happened. Explosion in perf, capabilities, power. Pushing every dept, going after 100% TAM. Intel is the world's first system foundry

Need to ensure consistent supply and supply chain for the next generation of world class silicon. Physics is driving to chiplets, rack level systems, packaging is vital. Systems foundry does it all, and available to customers to enable innovation

Work with any EDA tools, any IP, ensuring security. Lip bu is here.

Former CEO and chairmen of synopsys, cadence, and Siemens on advisory board.

Intel to become world #2 foundry by 2030.

World requires sustainability and resiliency. Intel approaching 99% renewable energy.

The goal is 50/50 manufacturing between Asia and us/EU. Called the 'next 50' goal.

This goal is to move to this in the decade.

Closest parallel to chips act is the space race

How to we compete with China? We run faster. We innovate faster. We deploy in volume faster.

The volume of chips the bleeding edge of AI needs is mind blowing. It's a perfect convergence for Intel.

Is the chips act done? Do we need chips 2?

GF get 1.5b announced recently. Running fast to deploy chips 1. But there will have to be chips 2 if we want to lead the world.

Very soon Intel chips grant to be announced. (didn't make it in time for the event)

Siliconomy.

Growing to 25% of gdp by 2030. Intel driving 5 nodes in 4 years.

Intel 3 server products coming in 1H.

20A and 18A redefining silicon with ribbonfet and powervia

Intel clearwater forest. Intel 20A with an Intel 3 base die. Foveros direct at sub 10 Micron, and emib

'come to papa'

Satya and MS is an Intel 18A customer with chiplets

Extending the roadmap. Intel 14A and variants of Intel 3 / 20A

Here's a 14A test vehicle wafer

Now packaging. Foundry will offer all of these

Mention of glass and optics. More details this afternoon

Intel is the clear leader in process and packaging and systems foundry. 15b total deal value in foundry today.

Stu Pann to the stage.

What is a systems foundry? Why is the AI era driving demand?

At Intel, it's the people who make the company. You don't need to be in Taiwan to build the world's leading semiconductors. We want to earn being your foundry supplier.

Stu came back to Intel 3 months after pat did

Systems Foundry

Intel has a history of redefining the industry

This is a slide from a morris Chang presentation at MIT

STCO. Breaking the layers

It's not just enough to do Moore's Law

The three layers of system foundry.

1. Be a world class foundry. World leasing in PPACt

Roadmap again

Tower and UMC allow Intel to load balance the factories. Rounds out the cost structure. Talks with tower about 40nm.

Accelerating the tools needed so you can come to Foundry whatever you're comfortable with

Resilient sustainable supply

We can no longer rely on monolithic designs. Move to disaggregated design. (looks like Falcon?)

Ponte Vecchio was the genesis

UCIe, PCIe, CXL, oneAPI, and glass

Optics enables chips on chips on chips on chips on chips on chips on chips on chips on chips.

Tasty!

The challenges of AI growth

Need a system foundry

The future of systems foundry for AI

And software

Working with all the partners. Open standards and reference designs.

University collabs and investments

Also, arm

Industry partners on site

Talks later today from EDA + arm

Rene Haas @arm CEO to the stage

@Arm Yes, Arm at an Intel event is a weird thing. But this is the IF BU, not product

@Arm Conversations started very soon after Rene took over Arm. Arm needs to be part of what Intel is doing. Arm announced new datacenter cores N3 V3 this morning (I'm still writing that up)

Fireside chat time with @MediaTek and @Broadcom. Guess who two of the biggest Intel foundry customers are

And that's a wrap! If anyone uses my photos, a link back would be greatly appreciated!

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