Intel has unveiled its ambitious plans for the future of chip manufacturing, focusing on advancing its foundry technology to include 3D chip tech, smaller logic cells, and backside power, among other innovations. The company aims to position itself as a major player in the AI systems era, with plans to become the No. 2 foundry by 2030. This strategic move is highlighted by the introduction of a server CPU named Clearwater Forest, utilizing the new tech advancements. Analysts, including JPMorgan analyst Harlan Sur, caution that revenue scale from Intel Foundry is expected to be several years away. The initiative, known as Intel IFS Connect, has sparked significant interest among investors and is seen as crucial for the future of global chip manufacturing.
$INTC | Intel Foundry Day Takeaway: Revenue Scale Is 'Several Years' Away, Analysts Say Intel recently launched of the world's first systems foundry for the AI era - Intel Foundry - sparking investor attention. JPMorgan analyst Harlan Sur cautions that achieving… https://t.co/hBpSSnFfo9
Research Note: Intel IFS Connect: Positioning Intel Foundry for the AI Systems Era. My thoughts on Intel Foundry coming out party. https://t.co/XPqLHv3jrw
Research Note: Intel IFS Connect: Positioning Intel Foundry for the AI Systems Era Thoughts and analysis from @benbajarin on @Intel IFS Connect and how @Intel is well positioned for the next era of chip design and manufacturing. https://t.co/BCDjF8HGm7
In the long run, the success of Intel Foundry is more important to the world than the success of Intel’s own compute engine designs. $INTC $TSM $ARM https://t.co/Vyi6isWzOX
MyPOV: @Intel Foundry sets roadmap, aims to be No. 2 foundry by 2030 https://t.co/6P21oujd3F The bet is that Intel Foundry can be the manufacturer for a wide range of AI systems. @ldignan @constellationr
A Peek at @Intel’s Future #Foundry Tech: 3D chip tech, smaller logic cells, backside power, and more Internally, Intel plans to use the combination of technologies in a server CPU named Clearwater Forest https://t.co/ah0XrX1ryh #HPC #AI via @IEEESpectrum