As part of today’s announcements, during Intel’s Q&A session after the prepared remarks, CEO Pat Gelsinger explained how Intel is going to revive its fortunes when it comes to its leading edge compute products. One of Gelsinger’s mantras seems to be that unquestioned leadership products bring unquestioned leadership margins for those products, and for Intel to execute, it needs to return to its days of old. In the past, through the 1990s, 2000s, and into the 2010s, Intel’s manufacturing philosophy was known as ‘Tick-Tock’. This means that for every product generation, the leading edge compute hardware was either a Tick (process node enhancement), or a Tock (microarchitecture enhancement). Each generation would alternate between the two, allowing Intel to take advantage of a familiar design on...
Intel’s New IDM 2.0 Strategy: $20b for Two Fabs, Meteor Lake 7nm Tiles, New Foundry Services, IBM Collaboration, Return of IDF
The new CEO of Intel, Pat Gelsinger, has today outlined his vision for Intel over the coming years. During an online presentation entitled ‘Intel Unleashed: Engineering The Future’, Pat...159 by Dr. Ian Cutress on 3/23/2021