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Wednesday, February 21st, 2024
| Time |
Event |
| 11:00a |
The Intel IFS Direct Connect 2024 Keynote (Starts at 8:30am PT/16:30 UTC) This morning, Intel is set to provide updates on its foundry business (IFS) and process roadmap at its IFS Direct Connect event in Santa Clara. Intel is expected to unveil plans for how the company will transform the foundry industry and how it is set to become the world's first and only fully integrated systems foundry in the AI space. Led by Intel CEO Pat Gelsinger and Stuart Pann, the Senior Vice President and General Manager of Intel Foundry Services, both will deliver the event's opening keynote. Expected guests throughout the keynote include Sam Altman, the co-founder and CEO of OpenAI, Gina Raimondo, the US Secretary of Commerce, and Satya Nadella, the Chairman and CEO of Microsoft.
Join us at 8:30 am PT/16:30 pm UTC. | | 11:00a |
Arm Announces Neoverse V3 and N3 CPU Cores: Building Bigger and Moving Faster with CSS A bit over 5 years ago, Arm announced their Neoverse initiative for server, cloud, and infrastructure CPU cores. Doubling-down on their efforts to break into the infrastructure CPU market in a big way, the company set about an ambitious multi-year plan to develop what would become a trio of CPU core lineups to address different segments of the market – ranging from the powerful V series to the petite E series core. And while things have gone a little differently than Arm initially projected, they’re hardly in a position to complain, as the Neoverse line of CPU cores has never been as successful as it is now. Custom CPU designs based on Neoverse cores are all the rage with cloud providers, and the broader infrastructure market has seen its own surge.
Now, as the company and its customers turn towards 2024 and a compute market that is in the throes of another transformative change due to insatiable demand for AI hardware, Arm is preparing to release its next generation of Neoverse CPU core designs to its customers. And in the process, the company is reaching the culmination of the original Neoverse roadmap.
This morning the company is taking the wraps off of the V3 CPU architecture (codename Poseidon) for high-performance systems, as well as the N3 CPU architecture (codename Hermes) for balanced systems. These designs are now ready for customers to begin integrating into their own chip designs, with both the individual CPU core designs as well as the larger Neoverse Compute Subsystems (CSS) available. Between the various combinations of IP configurations, Arm is looking to offer something for everyone, and especially chip designers who are looking to integrate ready-made IP for a quick turnaround in developing their own chips.
With that said, it should be noted that today’s announcement is also a lighter one than what we’ve come to expect from previous Neoverse announcements. Arm isn’t releasing any of the deep architectural details on the new Neoverse platforms today, so while we have the high-level details on the hardware and some basic performance estimates, the underlying details on the CPU cores and their related plumbing is something Arm is keeping to themselves until a later time. | | 11:30a |
IFS Reborn as Intel Foundry: Expanded Foundry Business Adds 14A Process To Roadmap 5 nodes in 4 years. This is what Intel CEO Pat Gelsinger promised Intel’s customers, investors, and the world at large back in 2021, when he laid out Intel’s ambitious plan to regain leadership in the foundry space. After losing Intel’s long-held spot as the top fab in the world thanks to compounding delays in the 2010s, the then-new Intel CEO bucked calls from investors to sell off Intel’s fabs, and instead go all-in on fabs like Intel has never done before, to become a top-to-bottom foundry service for the entire world to use.
Now a bit over two years later, and Intel is just starting to see the first fruits from that aggressive roadmap, both in terms of technologies and customers. Products based on Intel’s first EUV-based node, Intel 4, are available in the market today, and its high-volume counterpart, Intel 3, is ready as well. Meanwhile, Intel is putting the final touches on its first Gate-All-Around (GAAFET)/RibbonFET for 2024 and 2025. It’s a heady time for the company, but it’s also a critical one. Intel has reached the point where they need to deliver on those promises – and they need to do so in a very visible way.
To that end, today Intel’s Foundry group – the artist formally known as Intel Foundry Services – is holding its first conference, Direct Connect. And even more than being a showcase for customers and press, this is Intel’s coming-out party for the fab industry as a whole, where Intel’s foundry (and only Intel’s foundry) gets the spotlight, a rarity in the massive business that is Intel. |
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