# Episode 35: The State of Intel via Their Innovation Summit

- Show: [The Circuit](https://hardwarepodcasts.com/podcast/the-circuit)
- Published: 2023-09-25
- Length: 34m
- Episode: 37
- Page: https://hardwarepodcasts.com/podcast/the-circuit/2023-09-25-episode-35-the-state-of-intel-via-their-innovation-summit
- Listen: https://share.transistor.fm/s/9691f51e

## Summary

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.

## Chapters

- [0:07](https://hardwarepodcasts.com/podcast/the-circuit/2023-09-25-episode-35-the-state-of-intel-via-their-innovation-summit#t=7) Introduction: Intel Innovation Summit Overview
- [1:29](https://hardwarepodcasts.com/podcast/the-circuit/2023-09-25-episode-35-the-state-of-intel-via-their-innovation-summit#t=89) Product Roadmap: Meteor Lake, AI in CPUs, and Manufacturing Status
- [7:12](https://hardwarepodcasts.com/podcast/the-circuit/2023-09-25-episode-35-the-state-of-intel-via-their-innovation-summit#t=432) Market Positioning: AIPC, NPUs, and Competitive Benchmarking
- [12:59](https://hardwarepodcasts.com/podcast/the-circuit/2023-09-25-episode-35-the-state-of-intel-via-their-innovation-summit#t=779) Investor Sentiment: Foundry Revenue, Margins, and Customer Announcements
- [15:31](https://hardwarepodcasts.com/podcast/the-circuit/2023-09-25-episode-35-the-state-of-intel-via-their-innovation-summit#t=931) Advanced Packaging: Glass Substrates, EMIB, and Chiplet Complexity
- [22:21](https://hardwarepodcasts.com/podcast/the-circuit/2023-09-25-episode-35-the-state-of-intel-via-their-innovation-summit#t=1341) Foundry Strategy: Packaging vs. Lithography and Customer Engagement
- [26:21](https://hardwarepodcasts.com/podcast/the-circuit/2023-09-25-episode-35-the-state-of-intel-via-their-innovation-summit#t=1581) Long-term Outlook: Product Competitiveness and Market Share
- [30:23](https://hardwarepodcasts.com/podcast/the-circuit/2023-09-25-episode-35-the-state-of-intel-via-their-innovation-summit#t=1823) Industry Dynamics: The End of Intel's Monopoly and AI Workloads

## Topics

- [Chips, FPGAs & semiconductors](https://hardwarepodcasts.com/topic/chips-and-fpgas)
- [Manufacturing partners & offshoring](https://hardwarepodcasts.com/topic/manufacturing-partners)
- [Microcontrollers & dev platforms](https://hardwarepodcasts.com/topic/microcontrollers-and-platforms)
- [Scaling production](https://hardwarepodcasts.com/topic/scaling-production)
- [Pricing, margins & unit economics](https://hardwarepodcasts.com/topic/pricing-and-unit-economics)

## Most relevant to

large enterprises

## Mentioned

- Intel (company)
- Meteor Lake (product)
- Gaudi (product)
- H100 (product)
- NVIDIA (company)
- AMD (company)
- Qualcomm (company)
- Apple (company)
- TSMC (company)
- AWS (company)
- EMIB (other)

## Related episodes from other shows

- [Intel on Getting Its Mojo Back](https://hardwarepodcasts.com/podcast/ee-times-current/2021-07-30-intel-on-getting-its-mojo-back) (EE Times Current)
- [The CHIP Act’s Blind Spot | A Lifeline for Intel | I Just Saw a Face](https://hardwarepodcasts.com/podcast/ee-times-current/2020-07-31-the-chip-acts-blind-spot-a-lifeline-for-intel-i-just-saw-a-face) (EE Times Current)
- [Headline: Intel Throws a Curveball | The Book on Gallium Nitride](https://hardwarepodcasts.com/podcast/ee-times-current/2021-03-26-headline-intel-throws-a-curveball-the-book-on-gallium-nitride) (EE Times Current)
- [Season 5 of Moore's Lobby is Coming Soon](https://hardwarepodcasts.com/podcast/moores-lobby/2022-09-06-season-5-of-moores-lobby-is-coming-soon) (Moore's Lobby)
- [Intel CPU |5G Fixed Wireless | AI Silicon Race | SMIC Rift](https://hardwarepodcasts.com/podcast/ee-times-current/2019-03-29-intel-cpu-5g-fixed-wireless-ai-silicon-race-smic-rift) (EE Times Current)

## Citing this page

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