Alongside Intel’s sizable announcement today regarding their manufacturing roadmap over the next half-decade, the company is also announcing their first major customer for their third-party foundry service, IFS. And in an example of how Intel’s entry into the contract fab business is going to make for some strange bedfellows, it turns out that major customer is Qualcomm.

Per Intel’s announcement, Intel and Qualcomm are partnering up to get Qualcomm products on Intel’s 20A process, one of the company’s most advanced (and farthest-out) process node. The first of Intel’s “Ångström” process nodes, 20A is due in 2024 and will be where Intel first implements Gate-All-Around (GAA) transistors, one of the major manufacturing technology milestones on Intel’s new roadmap.

Given that 20A isn’t due out for another three years, neither company is saying much more about the partnership at this point – we’re talking about chip designs that are still in their earliest stages – but even being able to name a major customer like Qualcomm is a big deal for Intel. Not only does it show that another major industry player has a degree of faith in what Intel is trying to accomplish with its silicon lithography technology, but it helps to validate Intel’s efforts to open up into the contract fab business.

Meanwhile, an announcement like this opens the door to all kinds of speculation over just what Qualcomm will be building over at Intel. Qualcomm is best known for their mobile SoCs, and the company already has significant experience using multiple fabs as a customer of both TSMC and Samsung. So it may be that Qualcomm is looking to build a mainstream mobile SoC or two at Intel as a way to get experience working with Intel and prove that Intel’s fabs will meet their needs. Alternatively, Qualcomm may be looking to take advantage of Intel’s PC-tuned manufacturing lines to produce Nuvia-infused laptop SoCs – which would mean Intel would be directly producing competing chips.

There are a lot of possibilities here over the long-run, though in the short-run it’s likely that Qualcomm is going to play things conservatively. So suffice it to say, it will be interesting to see just what Qualcomm is using their rival’s fabs for in a few years.

Qualcomm is excited about the breakthrough RibbonFET and PowerVia technologies coming in Intel 20A. We’re also pleased to have another leading-edge foundry partner enabled by IFS that will help the U.S. fabless industry to bring its products to an onshore manufacturing site.
-Cristiano Amon, President and CEO, Qualcomm


Source: Intel

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  • mode_13h - Thursday, July 29, 2021 - link

    > it might be much more difficult to get more IPC. Lots of room for clock speed improvements

    To some degree, clock speed sits in opposition to IPC. The lower your clockspeed, the longer your critical paths can be, which enables doing more work per cycle.
  • Spunjji - Wednesday, July 28, 2021 - link

    Yes, some people say silly things. You should pay less attention to them, and definitely not set your opinions in simple opposition to them.
  • Spunjji - Wednesday, July 28, 2021 - link

    Must be weird moving through the world only ever looking backwards
  • Teckk - Wednesday, July 28, 2021 - link

    I’m not sure who this reply is for, the comment section is hard to navigate.
  • SarahKerrigan - Monday, July 26, 2021 - link

    Wasn't expecting this, but it makes a certain amount of sense - if Intel can execute.
  • shabby - Monday, July 26, 2021 - link

    Did someone forget to tell qualcomm how long it took intel to go from 14nm down to 10? They'll be waiting a looooooooooong time for that 20a process.
  • dotjaz - Tuesday, July 27, 2021 - link

    Qualcomm probably got incentive to go with Intel. And a good portion of the design might actually be portable to, say, Samsung 3GAP or even TSMC N2 if dual sourcing possible is kept in mind from the beginning, and it has to be.
  • mode_13h - Tuesday, July 27, 2021 - link

    Dual-sourcing could be one of the big benefits of those AI layout tools we've been reading about. If it's cheaper & easier than ever to do layout, then maybe everyone will start porting their chips to multiple processes.
  • Sahrin - Monday, July 26, 2021 - link

    Whelp, that's the end of Qualcomm.
  • gdansk - Monday, July 26, 2021 - link

    I'm sure Qualcomm is hedging their bets. They've been playing both Samsung/TSMC for years now and recently bought another design team.

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