witeken

Semiconductors and all things Intel. Legacy verified. Freelance @tomshardware @SeekingAlpha @VentureBeat (LFW).

[witeken @witeken]

So with all the news of tech journalists leaving to Intel (most recently @ryanshrout and this week @KyleBennett), here's the reverse: I am now a freelancer for Tom's Hardware. Thanks to @PaulyAlcorn for the opportunity. My first one: https://t.co/BryTJdsPDi

[Hassan Mujtaba @hms1193]

Intel 18A Process Node Offers 25% Higher Frequency At ISO & 36% Lower Power At Same Frequency Versus Intel 3, Over 30% Density https://t.co/MlrwPvSe4V

https://t.co/MlrwPvSe4V

[meng @meng59739449]

intel announce 2025 VLSI Symposium 18A vs intel 3 information (A)
1)When 0.75V , can provide 18% Speed same Power or provide -38% Power same Speed
2)When 1.1V , can Provide 25% Speed same Power or provide -36% Power same Speed
3)RibbonFET improves the design flexibility

[Mobileye @Mobileye]

Today’s reveal marks an important milestone made possible by the work of thousands of employees at Mobileye and Volkswagen. Volkswagen Commercial Vehicles and @MOIAmobility revealed today the production version of the Volkswagen ID. Buzz AD, the first production vehicle powered by Mobileye Drive™ autonomous technology.

Our innovative technology approach, which is designed from the ground up to emphasize volume, geography, and cost, plus Volkswagen and MOIA’s global assets and unique business model, is the right combination to deliver autonomous vehicles that improve safety and transit accessibility on a global scale.

Read more here: https://t.co/il860eYZpF

[Intel News @intelnews]

Intel appoints sales and engineering leaders: https://t.co/pNWH8ZiW5h

[Intel Policy @IntelPolicy]

At #Computex, we unveiled the extension of our GPU lineup, including new Intel Arc Pro-B Series GPUs with configurations tailored for #AI inference and professional workstations. Learn more: https://t.co/ktDe05N3zY

[Mojo @Mojo_flyin]

$INTC IFS semi customers and how packaging will change the game

(Paywalled)

https://t.co/6aaA7jIuKe

[Mark Hachman @markhachman]

Intel is selling more Raptor Lake chips than Lunar Lake, seriously. (Intel's calling it a preference for "N-1" chips, which is a new kind of doublespeak.)

That's one of the big stories underlining Intel's disastrous earnings call Thursday.
https://t.co/cfd8KeHDFz

[Intel News @intelnews]

Intel unveiled its 2nd-gen software-defined vehicle SoC at Auto Shanghai 2025. Why is Intel Auto General Manager @JackWeastAD so excited about it?

“It has incredible capabilities that are going to deliver next-generation vehicle experiences as we bring the AI PC to the car.”

[🌿 lithos @lithos_graphein]

Canon is planning to release their first ArF stepper this year.

(from their 2025 corporate strategy report released today)

[Intel Pro Max Ultra @IntelProMUltra]

For me, just 3 things are critical for Intel 1Q'25 earnings.
1. Insufficient Intel 7 capacity to support the surge demand of Raptor Lake.
2. Insourcing ~70% of die area for PTL and more wafers back on Intel process for NVL.
3. Long term capital intensity to be ~25% as an IDM.

[Intel News @intelnews]

Q1 was a step in the right direction. Intel will continue to execute on its priorities with a disciplined and prudent approach while maximizing cost savings and capital efficiency.

More from Intel's Q1 2025 results: https://t.co/Dhr0DvN8kW

[witeken @witeken]

N2 will deliver just 1.25x density on a 3 year cadence.

[James @JamesDSneed]

@witeken To be fair they are pulling in other things not density related. Intel went for performance on 18A and TSMC went for density on 2nm. Intel's 18A is more like TSMC's 3nm in logic density. It looks like both are going to focus on shoring up the short comings for 14A and A14.

[Ben Bajarin @BenBajarin]

I'm all for making Intel technical again. Like spectacularly technical like they used to be.

https://t.co/NBeTqxeqII

[Intel News @intelnews]

Under CEO Lip-Bu Tan's leadership, Intel is taking steps to drive better execution and operational efficiency, listen to customers and make the changes needed to build the new Intel.

Learn more: https://t.co/6oTjs4aWwI

[witeken @witeken]

"A14 will offer (...) more than 20% increase in logic density."

That's a 2.5 year cadence for a tiny increase in density.

[Ben Bajarin @BenBajarin]

TSMC finally discloses A14. A few interesting notes. One, highligting the value to smartphones. Two, bearing in mind one customer (monolithic designs) will absorb 70+% of these leading edge capacity/wafers for two years..

Intel will have leading edge available, for HPC and chiplets/dissaggregated design.

https://t.co/x3u4SvYqIj

[witeken @witeken]

"Among other important wins, notable achievements were an ADAS design win with a customer we haven’t had since 2016"

Tesla?

[Mobileye @Mobileye]

Today, Mobileye released its financial results for the three months ended in March 29, 2025.
Read more here: https://t.co/xcDoaYUsSK

[Intel News @intelnews]

At Auto Shanghai 2025, Intel debuted its 2nd-gen AI-enhanced software-defined vehicle SoC — automotive's first multi-process node chiplet architecture, delivering scalable performance, advanced AI and optimized cost efficiency for intelligent vehicles. https://t.co/xVRBwqlhl5

[Patrick Moorhead @PatrickMoorhead]

Before everybody freaks out on an Intel order for TSMC for Nova Lake: @PGelsinger announced this in its Q3 2024 earnings call.

“Nova Lake, we definitely have some SKUs that we're looking at continuing to leverage externally, but the large majority of Nova Lake and more of the additional tiles have come back in-house as well.”
$INTC $TSM

[Dan Nystedt @dnystedt]

Rumor: Intel has placed 2nm orders to TSMC for next-generation compute chips (chiplets, or tiles), media report, now prepping for trial production in Hsinchu, Taiwan. Intel and TSMC both declined comment. Media speculate the 2nm tile will be the Nova Lake PC processor. Last year, Intel’s former CEO confirmed TSMC would manufacture the compute tiles of 2 processors, Lunar Lake and Arrow Lake, notebook and AI PC processors. (Both made on TSMC N3B) $TSM $INTC #semiconductors #NovaLake https://t.co/0VL11J1m9t

[Intel Pro Max Ultra @IntelProMUltra]

This is insane, in recent official statements, Intel claims that intel 18A provides perf per watt up to +15% against Intel 3. But this slide shows it can be up to +26%, which is the original 18A target…that’s almost 2-generation boost!