[32] Ian Interviews: Pat Gelsinger, Intel CEO

发布时间 2024-02-25 17:00:15    来源

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 ----------------------- Need POTATO merch? There's a chip for that! http://merch.techtechpotato.com http://more-moore.com : Sign up to the More Than Moore Newsletter https://www.patreon.com/TechTechPotato : Patreon gets you access to the TTP Discord server! Follow Ian on Twitter at http://twitter.com/IanCutress Follow TechTechPotato on Twitter at http://twitter.com/TechTechPotato If you're in the market for something from Amazon, please use the following links. TTP may receive a commission if you purchase anything through these links. Amazon USA : https://geni.us/AmazonUS-TTP Amazon UK : https://geni.us/AmazonUK-TTP Amazon CAN : https://geni.us/AmazonCAN-TTP Amazon GER : https://geni.us/AmazonDE-TTP Amazon Other : https://geni.us/TTPAmazonOther Ending music: https://www.youtube.com/watch?v=2N0tmgau5E4 ----------------------- Welcome to the TechTechPotato (c) Dr. Ian Cutress Ramblings about things related to Technology from an analyst for More Than Moore #semiconductors #intel #patgelsinger ------------ More Than Moore, as with other research and analyst firms, provides or has provided paid research, analysis, advising, or consulting to many high-tech companies in the industry, which may include advertising on TTP. The companies that fall under this banner include AMD, Applied Materials, Armari, Baidu, Facebook, IBM, Infineon, Intel, Lattice Semi, Linode, MediaTek, NordPass, ProteanTecs, Qualcomm, SiFive, Supermicro, Tenstorrent, TSMC.

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