Intel is "All In On 14A"
Deep Dives
Explore related topics with these Wikipedia articles, rewritten for enjoyable reading:
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Semiconductor fabrication plant
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The article discusses Intel's foundry business and manufacturing processes like 18A and 14A nodes. Understanding what a fab is and how semiconductor manufacturing works provides essential context for comprehending yield discussions and Intel's foundry strategy.
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10 nm process
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Intel's 18A and 14A refer to process nodes in the angstrom era. This article explains the evolution of semiconductor process technology and the naming conventions, helping readers understand what these node numbers mean and why smaller nodes matter for chip performance.
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Foundry model
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The article references Intel's foundry business as distinct from its products division. Understanding the foundry model—where companies manufacture chips designed by others—is crucial for grasping Intel's strategic pivot and competition with TSMC and Samsung.
Intel’s John Pitzer sat down with Srini Pajjuri at RBC’s TIMT conference yesterday and there were many interesting takeaways.
I’ll add my read.
We’ll hit 18A yields, 14A progress, Nvidia product partnerships, server CPU market dynamics, ASPs, and margins.
Lots of confidence around Foundry.
Less so for Products.
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