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Potentially Intel Inside everything: Pat Gelsinger anounces renewal of foundry services

Results45
By Results45
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Posted (edited)

Doesn't look like anybody else has a thread on this yet so here goes.........

 

https://www.anandtech.com/show/16575/intels-x86-designs-no-longer-limited-to-intel-on-intel-ip-blocks-for-foundry-cores-on-tsmc

Quote

".......meeting global demand for semiconductors, especially as it pertains to local supply chain security and migrating the world’s semiconductor reliance away from Asia more into the USA and EU. IFS will stand as a separate business unit inside Intel.

 

As part of IFS, Intel will both offer raw manufacturing services, similar to a standard foundry like TSMC and Samsung, as well as its portfolio of IP to customers. This is a Big Deal™. Intel will enable a fully vertical model with its IP portfolio, allowing customers to choose from x86 cores, graphics, media, display, AI, interconnect, fabric, packaging, and other critical foundational IP from other sources (such as Arm, RISC-V). The exact way in which customers will be able to license the IP will be announced in due course, but if Intel were to follow the Arm model, then Intel customers will get access to Intel’s 86 core designs.

 

Arm’s model is bidirectional: core IP and architecture IP. The first allows you to build an SoC with defined cores, while the latter allows you to build your own cores with the instruction set (like Apple does with Arm). When applied to Intel, with the core IP, a customer can build designs based on Intel’s x86 cores with their own or external interconnects, or in different configurations to Intel’s standard model that are more optimized for what that particular customer requires. At the minute Intel is set only to offer core IP licenses, not architecture IP licenses.

 

If we take this idea and extrapolate, we could very well see x86 cores combined with new memory controllers, active interposers with custom interconnects.

 

[.......]

 

‘Gelsinger said he expects Intel’s engagement with third-party foundries to grow and to include manufacturing for a range of modular tiles on advanced process technologies, including products at the core of Intel’s computing offerings for both client and data center segments beginning in 2023’

 

[.......insert more details from Anandtech article here.......]

 

All-in-all, Pat Gelsinger is enabling a roadmap that allows Intel to pivot, and pivot hard. Steering the Intel behemoth is difficult at the best of times, however Pat’s arrival and enthusiasm has certainly made the company more comfortable in finding where its next generation of revenue is coming from.

 

EDIT ~ even more details from TechTechPotato:

 

It looks like Intel is aiming to offer TSMC/Samsung/GloFlo-style foundry capacity to clients wanting orders of custom x86 and RISC processors by 2023 and maybe even FPGA, MIPS, Power, analog, and other kinds of architectures later on.

 

So........my iPhone, laptop, eGPU, PS5, PC, Tesla, Roomba, and AR glasses might all soon have Intel Inside®?

Edited by Results45
Intel vs. competition node density: 22nm = 16nm, 14nm+++ = 10nm, 10nm = 7nm, 7nm = 5nm, 5nm = 3nm, etc., etc.

Found way to install the YT Dislike Extension on my phone! xD

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10 hours ago, Results45 said:

Doesn't look like anybody else has a thread on this yet so here goes.........

 

https://www.anandtech.com/show/16575/intels-x86-designs-no-longer-limited-to-intel-on-intel-ip-blocks-for-foundry-cores-on-tsmc

 

It looks like Intel is aiming to offer TSMC/Samsung/GloFlo-style foundry capacity to clients wanting orders of custom x86 and RISC processors by 2023 and maybe even FPGA, MIPS, Power, analog, and other kinds of architectures later on.

 

So........my iPhone, laptop, eGPU, PS5, PC, Tesla, Roomba, and AR glasses might all soon have Intel Inside®?

Foundry services is interesting.  Would have had to happen since they don’t have an industry leading node anymore. I’m a bit surprised it didn’t happen earlier.   The design arm of intel may have to go elsewhere to make competitive CPUs which leaves capacity available.  We’ll see what happens if/when they do again.  Anyone who uses them though is going to have to design for their node which takes time, and intel may be really close to getting an industry leading node back.  If I was going to contract with intel I’d want a multi year deal so I could at least get my chips built.

Not a pro, not even very good.  I’m just old and have time currently.  Assuming I know a lot about computers can be a mistake.

 

Life is like a bowl of chocolates: there are all these little crinkly paper cups everywhere.

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10 hours ago, huilun02 said:

But then they would all have to be 14nm

Fortunately, lots of processes prefer a higher nanometer because of the cheaper cost like car electronics, micro controllers, etc. These processes don't need to have state of the art efficiency and are still experiencing a shortage currently because all of the world's fabs are running at 100% capacity.

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Posted

So this is how Intel recoupes their loses.

▓ƆԀ▓ S▓₱▓Ɇ▓c▓s▓: i7 6ʇɥפᴉƎ00K (4.4ghz), Asus DeLuxe X99A II, GT҉X҉1҉0҉8҉0 Zotac Amp ExTrꍟꎭe),Si6F4Gb D???????r PlatinUm, EVGA G2 Sǝʌǝᘉ5ᙣᙍᖇᓎᙎᗅᖶt, Phanteks Enthoo Primo, 3TB WD Black, 500gb 850 Evo, H100iGeeTeeX, Windows 10, K70 R̸̢̡̭͍͕̱̭̟̩̀̀̃́̃͒̈́̈́͑̑́̆͘͜ͅG̶̦̬͊́B̸͈̝̖͗̈́, G502, HyperX Cloud 2s, Asus MX34. פN∩SW∀S 960 EVO

Just keeping this here as a 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̌̅̒̾̈́̆͌̌̾̎̽̐̅̏́̈̔͛̀̋̃͊̒̓͗͒̑͒̃͂̌̄̇̑̇͛̆̾͛̒̇̍̒̓̀̈́̄̐͂̍͊͗̎̔͌͛̂̏̉̊̎͗͊͒̂̈̽̊́̔̊̃͑̈́̑̌̋̓̅̔́́͒̄̈́̈̂͐̈̅̈̓͌̓͊́̆͌̉͐̊̉͛̓̏̓̅̈́͂̉̒̇̉̆̀̍̄̇͆͛̏̉̑̃̓͂́͋̃̆̒͋̓͊̄́̓̕̕̕̚͘͘͘̚̕̚͘̕̕͜͜͝͝͝͠͝͝͝͝͠ͅS̷̢̨̧̢̡̨̢̨̢̨̧̧̨̧͚̱̪͇̱̮̪̮̦̝͖̜͙̘̪̘̟̱͇͎̻̪͚̩͍̠̹̮͚̦̝̤͖̙͔͚̙̺̩̥̻͈̺̦͕͈̹̳̖͓̜͚̜̭͉͇͖̟͔͕̹̯̬͍̱̫̮͓̙͇̗̙̼͚̪͇̦̗̜̼̠͈̩̠͉͉̘̱̯̪̟͕̘͖̝͇̼͕̳̻̜͖̜͇̣̠̹̬̗̝͓̖͚̺̫͛̉̅̐̕͘͜͜͜͜ͅͅͅ.̶̨̢̢̨̢̨̢̛̻͙̜̼̮̝̙̣̘̗̪̜̬̳̫̙̮̣̹̥̲̥͇͈̮̟͉̰̮̪̲̗̳̰̫̙͍̦̘̠̗̥̮̹̤̼̼̩͕͉͕͇͙̯̫̩̦̟̦̹͈͔̱̝͈̤͓̻̟̮̱͖̟̹̝͉̰͊̓̏̇͂̅̀̌͑̿͆̿̿͗̽̌̈́̉̂̀̒̊̿͆̃̄͑͆̃̇͒̀͐̍̅̃̍̈́̃̕͘͜͜͝͠͠z̴̢̢̡̧̢̢̧̢̨̡̨̛̛̛̛̛̛̛̛̲͚̠̜̮̠̜̞̤̺͈̘͍̻̫͖̣̥̗̙̳͓͙̫̫͖͍͇̬̲̳̭̘̮̤̬̖̼͎̬̯̼̮͔̭̠͎͓̼̖̟͈͓̦̩̦̳̙̮̗̮̩͙͓̮̰̜͎̺̞̝̪͎̯̜͈͇̪̙͎̩͖̭̟͎̲̩͔͓͈͌́̿͐̍̓͗͑̒̈́̎͂̋͂̀͂̑͂͊͆̍͛̄̃͌͗̌́̈̊́́̅͗̉͛͌͋̂̋̇̅̔̇͊͑͆̐̇͊͋̄̈́͆̍̋̏͑̓̈́̏̀͒̂̔̄̅̇̌̀̈́̿̽̋͐̾̆͆͆̈̌̿̈́̎͌̊̓̒͐̾̇̈́̍͛̅͌̽́̏͆̉́̉̓̅́͂͛̄̆͌̈́̇͐̒̿̾͌͊͗̀͑̃̊̓̈̈́̊͒̒̏̿́͑̄̑͋̀̽̀̔̀̎̄͑̌̔́̉̐͛̓̐̅́̒̎̈͆̀̍̾̀͂̄̈́̈́̈́̑̏̈́̐̽̐́̏̂̐̔̓̉̈́͂̕̚̕͘͘̚͘̚̕̚̚̚͘̕̕̕͜͜͝͠͠͝͝͝͝͠͝͝͝͠͝͝͝͝͝͝ͅͅͅī̸̧̧̧̡̨̨̢̨̛̛̘͓̼̰̰̮̗̰͚̙̥̣͍̦̺͈̣̻͇̱͔̰͈͓͖͈̻̲̫̪̲͈̜̲̬̖̻̰̦̰͙̤̘̝̦̟͈̭̱̮̠͍̖̲͉̫͔͖͔͈̻̖̝͎̖͕͔̣͈̤̗̱̀̅̃̈́͌̿̏͋̊̇̂̀̀̒̉̄̈́͋͌̽́̈́̓̑̈̀̍͗͜͜͠͠ͅp̴̢̢̧̨̡̡̨̢̨̢̢̢̨̡̛̛͕̩͕̟̫̝͈̖̟̣̲̖̭̙͇̟̗͖͎̹͇̘̰̗̝̹̤̺͉͎̙̝̟͙͚̦͚͖̜̫̰͖̼̤̥̤̹̖͉͚̺̥̮̮̫͖͍̼̰̭̤̲͔̩̯̣͖̻͇̞̳̬͉̣̖̥̣͓̤͔̪̙͎̰̬͚̣̭̞̬͎̼͉͓̮͙͕̗̦̞̥̮̘̻͎̭̼͚͎͈͇̥̗͖̫̮̤̦͙̭͎̝͖̣̰̱̩͎̩͎̘͇̟̠̱̬͈̗͍̦̘̱̰̤̱̘̫̫̮̥͕͉̥̜̯͖̖͍̮̼̲͓̤̮͈̤͓̭̝̟̲̲̳̟̠͉̙̻͕͙̞͔̖͈̱̞͓͔̬̮͎̙̭͎̩̟̖͚̆͐̅͆̿͐̄̓̀̇̂̊̃̂̄̊̀͐̍̌̅͌̆͊̆̓́̄́̃̆͗͊́̓̀͑͐̐̇͐̍́̓̈́̓̑̈̈́̽͂́̑͒͐͋̊͊̇̇̆̑̃̈́̎͛̎̓͊͛̐̾́̀͌̐̈́͛̃̂̈̿̽̇̋̍͒̍͗̈͘̚̚͘̚͘͘͜͜͜͜͜͜͠͠͝͝ͅͅͅ☻♥■∞{╚mYÄÜXτ╕○\╚Θº£¥ΘBM@Q05♠{{↨↨▬§¶‼↕◄►☼1♦  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Posted
36 minutes ago, DexterSmythe said:

These processes don't need to have state of the art efficiency and are still experiencing a shortage currently because all of the world's fabs are running at 100% capacity.

I would be genuinely interested to find out at what percentage of capacity Intel's fabs are running at.  For all the complaining we enthusiasts have about their 14nm+++++ manufacturing process, they still make competitive products and dominate prebuilds and laptops. That being said, demand is starting to shift away from them towards AMD and their other competitors, plus their fabs have had plenty of time to mature/grow and become as efficient as possible while TSMC and Samsung don't have these advantages.

Arch is better than Ubuntu. Fight me peko.

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Not that I'm assuming it would happen, but it would be ironic if Intel became known as a contract manufacturer for Apple chips. In the same way that Samsung can make more money from iPhones than its own Galaxy devices because it has crucial parts deals.

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Posted (edited)
3 hours ago, Commodus said:

Not that I'm assuming it would happen, but it would be ironic if Intel became known as a contract manufacturer for Apple chips. In the same way that Samsung can make more money from iPhones than its own Galaxy devices because it has crucial parts deals.

I could actually see Apple doing that where possible just to appease intel.  It would have some advantages for its US manufactured stuff if there actually even is any.  They were talking about opening a plant at one point in the US but I’m not sure what actually came of it.  They can’t do that for CPUs currently because intel doesn’t have a small enough node.  Might be other chips they could do it for.  

Edited by Bombastinator

Not a pro, not even very good.  I’m just old and have time currently.  Assuming I know a lot about computers can be a mistake.

 

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6 hours ago, Dominik W said:

14nm+++ lol

I'm wondering if it has Intel inside, will it come with a pair of oven mitts too so it isn't too hot to handle? 🙄
 

"If you ever need anything please don't hesitate to ask someone else first"..... Nirvana
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Speaking of things being "All Inclusive", Hell itself is too.
 

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6 hours ago, Bombastinator said:

I’m a bit surprised it didn’t happen earlier.

It did happen earlier, but didn't go anywhere. To my understanding, Intel had their own tools and it was too difficult for outside parties to use those tools to make their designs. My understanding is for the newly announced offering, Intel will be supporting wider industry standard packages. 

 

5 hours ago, DexterSmythe said:

Fortunately, lots of processes prefer a higher nanometer because of the cheaper cost like car electronics, micro controllers, etc. These processes don't need to have state of the art efficiency and are still experiencing a shortage currently because all of the world's fabs are running at 100% capacity.

Another data point: China was talking about building new 28nm fabs so they can have more local supply under their control. To PC tech, this might sound ancient, but even today it can still be used for a lot of applications.

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2 minutes ago, porina said:

It did happen earlier, but didn't go anywhere. To my understanding, Intel had their own tools and it was too difficult for outside parties to use those tools to make their designs. My understanding is for the newly announced offering, Intel will be supporting wider industry standard packages. 

 

Another data point: China was talking about building new 28nm fabs so they can have more local supply under their control. To PC tech, this might sound ancient, but even today it can still be used for a lot of applications.

Ah.  So there was a reason.  That makes sense.

Not a pro, not even very good.  I’m just old and have time currently.  Assuming I know a lot about computers can be a mistake.

 

Life is like a bowl of chocolates: there are all these little crinkly paper cups everywhere.

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this might help with chip shortages in the medium term

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6 hours ago, JLO64 said:

they still make competitive products and dominate prebuilds and laptops

they don't dominate laptops anymore, and are losing their grip in the prebuilt space extremely quickly amd has the 5800h now which destroys anything intel offers. If you're talking about availability yes, sure, but that's likely to change very soon. 

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I can't wait until intel is off fully off 14nm. i don't care about what node anything is on, but i would just love to see what "new" stupid joke enthusiasts will run into the ground for years and years and years

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19 hours ago, Results45 said:

my iPhone

2015 called, it wants its 14 nm A9 chip back (Samsung variant) :old-tongue:

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2 hours ago, captain_to_fire said:

2015 called, it wants its 14 nm A9 chip back (Samsung variant) :old-tongue:

They wouldn’t be able to do CPUs at all.  There’s other stuff though like t2 chips and other bits.

Not a pro, not even very good.  I’m just old and have time currently.  Assuming I know a lot about computers can be a mistake.

 

Life is like a bowl of chocolates: there are all these little crinkly paper cups everywhere.

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7 hours ago, Letgomyleghoe said:

they don't dominate laptops anymore, and are losing their grip in the prebuilt space extremely quickly amd has the 5800h now which destroys anything intel offers. If you're talking about availability yes, sure, but that's likely to change very soon. 

When I meant “dominate” I wasn’t referring to performance, I was talking about total laptops/desktops shipped with Intel chips inside. While most tech people like us care about specs and raw performance, manufacturers have other considerations chief among them availability. If memory serves, Microsoft had issues with getting enough chips for the surface laptop 3 which was powered by an AMD processor.

 

Will this change in the future? Probably not anytime soon. If AMD is having issues stocking their desktop cpus then I seriously have reason to doubt if they can make it in the laptop market.

Arch is better than Ubuntu. Fight me peko.

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3 hours ago, Bombastinator said:

They wouldn’t be able to do CPUs at all.  There’s other stuff though like t2 chips and other bits.

Why would an iPhone need a T2 chip when there’s the secure enclave coprocessor ever since the iPhone 5s (A7)? Apple only implemented T2 in order to overcome the shortcomings of Intel’s on-chip security like Thunderbolt DMA vulnerability, not to mention T2 handles encryption, SSD controller, and HEVC encode/decode. 
 

https://support.apple.com/guide/security/direct-memory-access-protections-seca4960c2b5/1/web/1

 

There is more that meets the eye
I see the soul that is inside

 

 

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2 hours ago, captain_to_fire said:

Why would an iPhone need a T2 chip when there’s the secure enclave coprocessor ever since the iPhone 5s (A7)? Apple only implemented T2 in order to overcome the shortcomings of Intel’s on-chip security like Thunderbolt DMA vulnerability, not to mention T2 handles encryption, SSD controller, and HEVC encode/decode. 
 

https://support.apple.com/guide/security/direct-memory-access-protections-seca4960c2b5/1/web/1

 

At the end of the day even an iPhone (which isn’t all they make) is more than a cpu, a battery, and screen.  T2 was just what I thought of off hand.  I think it likely some stuff could be found that they would need besides CPUs.  T2 is actually an old phone cpu processor anyway.   There’s no potential trap there. Maybe they’d need parts for that Siri speaker or something.  It doesn’t matter.

Not a pro, not even very good.  I’m just old and have time currently.  Assuming I know a lot about computers can be a mistake.

 

Life is like a bowl of chocolates: there are all these little crinkly paper cups everywhere.

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3 hours ago, JLO64 said:

When I meant “dominate” I wasn’t referring to performance, I was talking about total laptops/desktops shipped with Intel chips inside. While most tech people like us care about specs and raw performance, manufacturers have other considerations chief among them availability. If memory serves, Microsoft had issues with getting enough chips for the surface laptop 3 which was powered by an AMD processor.

 

Will this change in the future? Probably not anytime soon. If AMD is having issues stocking their desktop cpus then I seriously have reason to doubt if they can make it in the laptop market.

For those interested, 7 out of the 10 most sold laptops right now have Intel CPUs in them. Two of the 10 best selling are M1 Macs. 

Only one of the 10 best selling has an AMD processor. 

 

Only 4 out of the 20 most sold laptops have AMD CPUs. 

 

This is a clear example of how out of touch people on this forum are with the world. 

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16 minutes ago, LAwLz said:

For those interested, 7 out of the 10 most sold laptops right now have Intel CPUs in them. Two of the 10 best selling are M1 Macs. 

Only one of the 10 best selling has an AMD processor. 

 

Only 4 out of the 20 most sold laptops have AMD CPUs. 

 

This is a clear example of how out of touch people on this forum are with the world. 

Well...it will take some time before AMD will have enough mindshare (not to mention their supply) in the world among those who aren't as into tech as some of us are before we'll see them take the majority of the marketshare.

But yeah....the majority probably in this forum might represent just the minority in the real world.

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4 minutes ago, EJMB said:

But yeah....the majority probably in this forum absolutely represent just the minority in the real world.

Fixed, there is no might or probably. 

 

Quote

Well...it will take some time before AMD will have enough mindshare (not to mention their supply) in the world among those who aren't as into tech as some of us are before we'll see them take the majority of the marketshare.

Mindshare doesn't matter as much as people like to make it out to be. The largest majority of laptop buyers only care about a few thing

  1. OS
  2. Screen size
  3. Storage amount

CPU brand matters as much to the normal consumer as tire brand matters when buying a car.

 

AMD will get more market share just by getting their CPUs in more products, but that is purely because of volume reasons not mindshare.

🌲🌲🌲

 

 

 

◒ ◒ 

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53 minutes ago, Arika S said:

CPU brand matters as much to the normal consumer as tire brand matters when buying a car.

idk bout this

 

almost every single one of my friend came up to me who wants me to config a pc or asks for laptop recommendation wants an intel cpu, some would change to AMD after my recommendations, some would still want intel regardless of whether it suits their needs or not

the mindshare of intel and nvidia is real

 

"i want something with i7, i heard it's good" or something along those lines, usually

-sigh- feeling like I'm being too negative lately

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I don't have a problem with this.. Intel makes good stuff. At least they have the capability to make stuff.. unlike some "other" guys.

 

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CPU brand matters as much to the normal consumer as tire brand matters when buying a car.

Maybe in your world.

AMD R7 5800X3D | Thermalright Aqua Elite 360, 3x TL-B12, 2x TL-K12
Asus Crosshair VIII Dark Hero | 32GB G.Skill Trident Z @ 3733C14
Zotac 4070 Ti Trinity OC @ 3045/1495 | WD SN850, SN850X
Seasonic Vertex GX-1000 | Fractal Torrent Compact, 2x TL-B14

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