Intel has announced the first major customer of its new Intel Foundry Services division, officially launched in early May, to provide processors to third-party customers. This is Qualcomm, which powers most premium Android smartphones with Snapdragon processors.
Intel intends to use the 20A manufacturing process to manufacture the chips. It will use a new technology for the casting and packaging of energy efficient transistors. At the moment, it is not yet known which Qualcomm products Intel will release, and when they will appear on the market.
At the same time, it is known that Intel intends to introduce the 20A technological process into mass production only by mid-2023. This may indicate that the first models of devices with Qualcomm chipsets manufactured by Intel cannot be expected until early 2024.
In addition to Qualcomm, Intel has also announced plans to bring in Amazon Web Services as a new customer. At the same time, it is reported that Amazon does not plan to use Intel's foundry technology yet. Semi-finished chips for AWS will be manufactured elsewhere, but Amazon intends to bring Intel to pack the finished products. In fact, we are talking about assembling ready-made microcircuits ("chiplets" or "tiles") by packaging them.
The transition to the Intel 20A process technology means reaching the 1 nm technology. Intel plans to implement a new 20A-based RibbonFET manufacturing architecture. According to rumors, this will increase the switching speed of transistors while maintaining the same level of operating currents and reducing the total area of the transistor. Essentially, the RibbonFET is a new manufacturing model developed by Intel that will replace the current FinFET technology introduced in 2011.
Together with RibbonFET, it is planned to introduce a new PowerVia power delivery mechanism. A qualitative replacement of the mechanism for routing the power supply of transistors through the front side of the plate to the reverse power supply is expected.
In addition, starting in 2025, Intel will use the next generation of ASML lithography machines to produce semiconductors in extreme ultraviolet light.
With new customers and the latest technology, Intel expects to regain leadership in the processor market by 2025. The company will compete with manufacturers such as TSMC and Samsung.
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