In February 2024, Intel held its first Intel Foundry Direct Connect event – an opportunity to bring together partners, customers, potential customers, and the media and align everyone with the singular message and vision of Intel Foundry. This means progress reports, updates, and the future. The tone of the event was one of success – Intel Foundry (IF) is set to be a semi-autonomous body of Intel that aggressively fights for business, whether Internal or External, without playing favorites. Similarly, Intel Product Groups (IPG) are being detached from Intel Foundry, with the remit to use the best process nodes available. The whole goal, according to CEO Pat Gelsinger, is to make both sides better for business – built the best process nodes regardless of product, and build the best products regardless of process node. Intel, for the first time, is extracting out the margins between product and manufacturing, in the goal to return to a world leading entity in both categories.
[00:00] Is High-NA economical?
[01:57] Cheaper transistors and more advanced products?
[03:07] Being Number 2 Foundry?
[04:33] Does that include packaging?
[05:32] Intel vs CoWoS
[08:18] Driving Foveros pitch
[09:20] Keeping Intel and Foundry together
[13:20] Why bring UMC in?
[15:58] Does Intel bet the company every node still?
[16:57] Is regaining leadership: foundry, product, or both?
[18:50] Story Time with Pat
Written transcription: https://open.substack.com/pub/morethanmoore/p/an-interview-with-pat-gelsinger?r=1ilwc6&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true
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