Intel’s First High-Profile IFS Fab Customer: Qualcomm Jumps on Board For 20A Processby Ryan Smith on July 26, 2021 6:00 PM EST
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
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ricardodawkins - Monday, July 26, 2021 - link"as a customer of both TSMC and Qualcomm"
Ryan Smith - Tuesday, July 27, 2021 - linkSamsung it is. Thanks!
WaltC - Monday, July 26, 2021 - linkMore pie in the sky for Intel. One day they might surprise us all and actually release competitive, innovative products, eh? Even lowly Apple booted them! That had to hurt.
lilo777 - Tuesday, July 27, 2021 - linkApple "booted" Intel only from their cheapest/least powerful computers.
Teckk - Tuesday, July 27, 2021 - linkYou do realize they will move all their systems to their in-house Mx based designs. When Apple announced it, they told this transition will be over a period of 2 years.
TheJian - Tuesday, July 27, 2021 - linkBut then Intel bought up a bunch of 3nm and Apple changed next years 3nm macs to 4nm...LOL. There is more than one way to skin a cat...LOL. IF you can get wafers, and I can easily turn them into gpus (at any node), I will have no trouble selling out your wafers, hurting both AMD/NV bottom lines, and making sure I have time to catch up before you GET the good wafers. :) Right?
It isn't like apple can go to samsung for better 3nm wafers. NV tried samsung 8 and got burned to some extent. So they're back to tsmc for a large order (still at samsung too, just not nearly as much). Let the wafer fights begin...ROFLMAO. So delay that to 3yrs for macs I guess...Cook made a major mistake here, as that might be all Intel needed if they bought enough 3nm out of the gate on 2nd batch here (and much more I'd hope to stop all 3nm launches from competition).
Teckk - Tuesday, July 27, 2021 - linkWhat water is Intel buying? Intel is manufacturing on their own fabs not at TSMC. TSMC continues as-is.
Teckk - Tuesday, July 27, 2021 - link*wafer
Fulljack - Wednesday, July 28, 2021 - linkthere's a rumour by Reuters regarding Intel DG2 will be outsourced to TSMC 'enhanced' 7nm. It's still a year away so take it with a grain of salt.
Teckk - Wednesday, July 28, 2021 - linkIt’ll be weird to see Intel committing in such a major way with their IDM 2.0 strategy and have TSMC manufacture a leading edge CPU, which is what the rumour mentioned.