# Headline: Intel Throws a Curveball | The Book on Gallium Nitride

- Show: [EE Times Current](https://hardwarepodcasts.com/podcast/ee-times-current)
- Published: 2021-03-26
- Length: 43m
- Page: https://hardwarepodcasts.com/podcast/ee-times-current/2021-03-26-headline-intel-throws-a-curveball-the-book-on-gallium-nitride
- Listen: https://www.eetimes.com/podcasts/eetoa-ep128/

## Summary

Analysts Jim McGregor and Kevin Krewell of Tirias Research explain Intel's decision to establish a standalone foundry business, detailing the $20 billion investment, the separation from Intel's IDM operations, and the strategic collaboration with IBM on nanosheet technology. They discuss the challenges of competing with TSMC and Samsung, the importance of packaging expertise like Foveros and EMIB, and the need for immediate execution on 7nm processes. Additionally, EE Times editors Nitin Khanna, Dahad, and Maurizio de Paulo Emilio preview the new Aspencore Guide to Gallium Nitride, highlighting its applications in power electronics, EVs, and fast chargers, and its role as a reference for wide bandgap semiconductors.

## Chapters

- [0:00](https://hardwarepodcasts.com/podcast/ee-times-current/2021-03-26-headline-intel-throws-a-curveball-the-book-on-gallium-nitride#t=0) Introduction: Intel Foundry Announcement and Industry News
- [6:19](https://hardwarepodcasts.com/podcast/ee-times-current/2021-03-26-headline-intel-throws-a-curveball-the-book-on-gallium-nitride#t=379) Jim McGregor on Intel's Foundry Strategy and Execution
- [20:57](https://hardwarepodcasts.com/podcast/ee-times-current/2021-03-26-headline-intel-throws-a-curveball-the-book-on-gallium-nitride#t=1257) Kevin Krewell on Intel-IBM Collaboration and Packaging
- [34:30](https://hardwarepodcasts.com/podcast/ee-times-current/2021-03-26-headline-intel-throws-a-curveball-the-book-on-gallium-nitride#t=2070) Geopolitics, Skywater, and the Semiconductor Ecosystem
- [37:39](https://hardwarepodcasts.com/podcast/ee-times-current/2021-03-26-headline-intel-throws-a-curveball-the-book-on-gallium-nitride#t=2259) Aspencore Guide to Gallium Nitride: Applications and Market

## Topics

- [Manufacturing partners & offshoring](https://hardwarepodcasts.com/topic/manufacturing-partners)
- [Chips, FPGAs & semiconductors](https://hardwarepodcasts.com/topic/chips-and-fpgas)
- [Materials & manufacturing processes](https://hardwarepodcasts.com/topic/materials-and-processes)
- [Policy, trade & tariffs](https://hardwarepodcasts.com/topic/policy-trade-and-tariffs)

## Most relevant to

large enterprises

## Mentioned

- Intel (company)
- Tirias Research (company)
- TSMC (company)
- Samsung (company)
- IBM (company)
- Skywater (company)
- Aspencore Guide to Gallium Nitride (product)
- Foveros (product)
- EMIB (product)
- Gallium Nitride (material)
- Quantum (other)
- ARM (other)
- RISC-V (other)
- Cadence (company)
- Synopsys (company)
- GlobalFoundries (company)
- Qualcomm (company)
- Apple (company)
- AWS (company)
- NVIDIA (company)
- AMD (company)

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- [Episode 3: Moore's Law and Process vs. Packaging](https://hardwarepodcasts.com/podcast/the-circuit/2023-01-16-episode-3-moores-law-and-process-vs-packaging) (The Circuit)
- [Episode 25: Challenges for the Semiconductor Industry to Grow to $1 Trillion](https://hardwarepodcasts.com/podcast/the-circuit/2023-07-17-episode-25-challenges-for-the-semiconductor-industry-to-grow-to-1-trillion) (The Circuit)
- [Episode 51: Intel Earnings and Foundry Trends](https://hardwarepodcasts.com/podcast/the-circuit/2024-01-29-episode-51-intel-earnings-and-foundry-trends) (The Circuit)

## Citing this page

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