Intel’s CEO, Pat Gelsinger tackled questions during the IFS Direct Connect event today confirming Intel’s ability to produce chips, for any party its standing rival AMD. Intel Foundry will not focus on chip manufacturing. It also provides a variety of technology solutions.
There have been some concerns raised regarding how Intel plans to deal with competition, from companies using its technology that could surpass Intel’s in-house teams with their processor designs. Although Gelsinger did not go into detail on this issue his comments have sparked some reflection.
More About Intel’s Vision
Gelsinger highlighted the difference between Intel’s products and its foundry services, hinting at plans to establish an entity for Intel Foundry this year with reporting. The main goal of the Foundry team is clear; to cater to customers including competitors like Nvidia, Qualcomm, Google, Microsoft, and potentially AMD in the future. Intel aims to position itself as a foundry by leveraging its expertise and promoting collaboration within the industry.
Furthermore, Gelsinger emphasized the integration of product group assets into the foundry business to improve its offerings. While it may come as a surprise this decision aligns with Intel’s objective of being the choice for all partnerships—a vision previously stressed by Gelsinger. Other notable updates from the Intel Foundry event included Intel acknowledging Arm as a customer, through Arm’s CEO participating in a presentation indicating an unexpected level of collaboration. Additionally, Intel is involved in manufacturing Arm Neoverse processors.
Gelsinger restated his dedication to serving all customers irrespective of their backgrounds or affiliations with the goal of offering technologies that enhance the efficiency and effectiveness of their operations. The company’s shift, towards inclusivity, is in line with its anticipated resurgence in process node technology at TSMC powered by Intel’s progress, in node development. This transformation marks a departure from the struggles of the old Intel, notably its challenges with the 10nm node, ultimately ceding leadership to TSMC.
