Recently, in an interview with Tom’s Hardware, Intel’s head of foundry services, Stu Pann, stated that they will enter the Arm chip market and continuously pursue TSMC’s market share in foundry services.
Foundry Vision
Intel aims to become the world’s second-largest foundry by 2030 and hopes to be a resilient foundry capable of mitigating supply chain disruptions caused by geopolitical, war conflicts, and various other issues.
Intel will rebalance its semiconductor business, planning for 50% of its supply chain to be located in the Americas/Europe and 50% in Asia.
Strengthening Cooperation with Arm
Arm CEO Rene Hass attended the IFS event remotely, stating that the world seems to be moving away from the idea of monopolizing hardware, instead aiming to build the most efficient chips for large companies like Microsoft or Faraday, powering data centers for artificial intelligence.
DiskMFR previously reported that the Neoverse V series processors are positioned as performance-optimized platforms, with the latest V3 being the first in the series to support the Neoverse CSS solution.
The Neoverse V3 can have up to 64 cores per chip, and a dual compute chip design can provide a total of 128 cores, supporting HBM3 and CXL 3.0 as well as two sets of Die-to-Die interconnects, with regular performance improving by 9-16% over the previous V2.
Arm claims that compared to the regular performance improvements, the Neoverse V3/N3 shows even more significant performance gains in AI data analytics, reaching 84% and 196% respectively.
Rene Hass stated, “When you consider that these artificial intelligence data centers need hundreds of megawatts of power or more, efficiency becomes particularly important.”
Intel’s 18A process node is impressive, and it seems both Intel and Arm hope to ensure that both companies can benefit from each other’s progress.
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