Hardware Podcasts

Episode 35: The State of Intel via Their Innovation Summit

The Circuit · 25 Sept 2023 · 34m · Episode 37

What this episode covers

Ben Bajarin and Jay Goldberg analyze Intel's Innovation Summit, noting the lack of major product announcements and the confirmation that Intel's 20A and 18A manufacturing processes are on track. They discuss Intel's strategic pivot to AI-integrated CPUs (Meteor Lake) and its Foundry Services (IFS) packaging capabilities, specifically the move to glass substrates and chiplet designs. The hosts conclude that while Intel's packaging is competitive, its core lithography process remains the critical factor for regaining market share against NVIDIA and AMD in a newly fragmented semiconductor landscape.

Most relevant to

large enterprises

Topics

Mentioned

Companies
Intel, NVIDIA, AMD, Qualcomm, Apple, TSMC, AWS
Products
Meteor Lake, Gaudi, H100
Also
EMIB

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