Intel signs Microsoft
In a groundbreaking announcement on Wednesday, Intel revealed that Microsoft is set to utilize its services for the production of a bespoke computing chip. The chip giant confidently asserted its determination to outpace its formidable competitor, Taiwan Semiconductor Manufacturing Co (TSMC), even before its internal deadline in 2025. This revelation unfolded at the inaugural technology conference for Intel Foundry in San Jose, California.
Overtaking TSMC in 2025 and Beyond: Intel’s strategic plan involves reclaiming the title of producing the world’s fastest chips from TSMC later this year with its cutting-edge Intel 18A manufacturing technology. The company further outlined its vision to extend this technological lead into 2026 through the introduction of the groundbreaking Intel 14A.
Microsoft’s Partnership and Increased Orders Microsoft, a key player in this narrative, is set to leverage Intel’s 18A technology for an undisclosed chip. This partnership contributes to Intel’s revised forecast of $15 billion in foundry orders, surpassing the earlier projection of $10 billion.
Details of Intel Post-2025 Plans Breaking its silence on its plans beyond 2025, Intel disclosed its roadmap, signaling a strategic move orchestrated by CEO Pat Gelsinger. The unveiling of the 14A technology marks a pivotal moment for the Silicon Valley giant.
Details of Intel Post-2025 Plans Breaking its silence on its plans beyond 2025, Intel disclosed its roadmap, signaling a strategic move orchestrated by CEO Pat Gelsinger. The unveiling of the 14A technology marks a pivotal moment for the Silicon Valley giant.
Intel Geographical Advantage and External Partnerships
Geographic Diversity as a Sales Pitch Highlighting its global presence, Intel emphasizes its advantage in operating cutting-edge factories across multiple continents. This is especially aimed at those with reservations about TSMC’s concentration of advanced factories in Taiwan.
Collaborations and Special Technologies Intel’s commitment to innovation extends to collaborations with Arm Holdings and academia. Partnering with universities such as UC Berkeley and the University of Michigan, Intel aims to provide students access to its 18A manufacturing technology. Additionally, the company boasts special technology poised to accelerate power-hungry AI chips.
The pivotal move to attract external customers, as emphasized by industry experts like Ben Bajarin, CEO of Creative Strategies, is hailed as the linchpin in Intel’s turnaround story. However, the unfolding success remains uncertain, with a two-to-three-year timeframe before tangible results emerge. Intel’s journey to reclaim its manufacturing prowess is undeniably one to watch.
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