It is the key step in the “rebirth” of a company on the tightrope

The United States is immersed in the war for technological independence. They aim to be sovereign and produce most of the key components of their technology, but they remain so dependent on the rare earth from china like from Taiwan for advanced chips. At the same time, the strongest Taiwanese company, is planting its flag on North American lands with TSMC. In this scenario, Intel has become the great hope of the American foundry.

And they just announced that their Intel 18A plan is ready for action.

Self-imposed goal. Intel has been going through the deepest crisis in its history for years. Unlike NVIDIA, Qualcomm or AMD, which design chips but are manufactured by others –TSMC mostly-, Intel designs and manufactures semiconductors (although it also outsources part of its production). It is, as it is known in the industry, a foundry, and after being devastated in the mid-2000s, they have seen how his rivals ate his toast. Both in semiconductor production and in their design and in the market.

For this reason, in 2021 they set a goal: to develop five nodes in four years. This strategy, baptized as 5N4Ywas a move to restore the company’s position at the forefront of semiconductor manufacturing. In between, they have acquired ASML’s latest generation machines, they have positioned themselves as the local foundry for the US to achieve technological sovereignty… and they have needed an unprecedented injection of money from the US government.

Intel 18A. But well, the plans seem to be coming out and, if in September 2024 Ben Sell, vice president of technology development at Intel, commented that Large-scale production of node 18A would begin in 2025now it is the company that has declared that they are ready to start mass manufacturing products based on that technology. The result is two processors with a very different approach.

• Panther Lake – It is the architecture of the Intel Core Ultra Series 3the first System on Chip from the American company created with this photolithography. They are chips created in a smaller size, which allows for greater density (30% according to Intel) and 15% greater performance per watt. It is focused on mobile devices and integrates both CPU and GPU.
• Clearwater Forest – It is the other current leg of Intel 18A, a processor for data centers hyperscale, cloud computing and AI training. It will be the heart of the Xeon 6+ processors and shares those characteristics of higher density, more performance and lower consumption.

Technological avant-garde. Things seem to be starting to go well at Intel and the interesting thing is not that they are already preparing for large-scale manufacturing of these processors, but rather the technologies which, for the first time in a long time, will allow Intel to be at the forefront in its sector.

• RibbonFET – It is Intel’s first new architecture in more than a decade and is what allows improved performance per watt compared to the previous node used by Intel. It is an improvement over the Classic FinFETs.
• PowerVia – It is the true revolution: it is an architecture that separates the power supply from the processor lines to deliver it through the rear. Power flow is improved and delivery is optimized, allowing better power flow that increases the processor clock frequency while consuming less power.

American foundry. This last technology is a pioneer in the sector and, in fact, it is expected that its main competitor, TSMC, will not have a response until the end of 2026 and Samsung its GAA in 2027. And that is precisely what is positioning Intel as a good option for the big technology whales. Because there is no point in having technology if you don’t attract attention, and here Intel has an advantage.

Fab 52, the Intel plant in Arizona where these new chips are manufactured

On the one hand, and obviously, technology. But on the other hand, and just as important, being an American manufacturing in the United States, with what this implies when it comes to get government favors. I know point that NVIDIA and Apple are in conversations with Intel to have a certain range of their GPUs and SoCs manufactured by them instead of TSMC.

Because that commercial success is the last frontier and attracting whales is what will mark Intel’s destiny in a war that is no longer just about having the best technology, but also about where you manufacture it.

Images | Intel

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