Intel's CEO, Pete Gelsinger, He reiterated his commitment. 18A at the process node with Panther Lake And Clear water forest Headed for a mid-2025 launch.

Intel 18A Process Node on Track: Panther Lake & Clearwater Forest In Fabs, Production in 1H 2025, Launch Mid 2025

during its Q1 2024 earnings call, Intel confirmed that progress on the 18A process node and related products is going according to plan. First, we will see the production ramp of the 20A process node which is on schedule for the production ramp in the second half of this year and the selection process for the two lead products to be launched later this year. Arrow Lake And Lunar Lake.

Following the launch of Arrow Lake and Lunar Lake, Intel plans to start production on its 18A process node. The company confirmed that the 18A PDK (1.0) will be released this quarter and two key products include the next-generation E-Core Clearwater Forest “Xeon 7” family for data centers and the Cougar Cove P-Core-based Panther Lake. Family included. Consumer PCs (Desktops and Laptops). Intel also highlighted that the 18A production ramp for both products will begin in the first half of 2025, followed by product releases in mid-2025.

The Intel 20A, which helps pave the way for the Intel 18A, begins a production ramp with Arrow Lake in the second half of this year.

We expect to release the 1.0 PDK for Intel 18A this quarter. Additionally, our lead products, Clearwater Forest and Panther Lake, are already in fab, and we expect to begin ramping production of the Intel 18A into these products in the first half of '25 for product release in the middle of next year. are

Pete Gelsinger – CEO of Intel

Talking about current products, Intel confirmed that its Core Ultra ramp continues and total units (shipments) are expected to double in the current quarter. It is also said that shipments are limited to wafer-level assembly supply and Core Ultra “Meteor Lake” supply is set to improve in the second half of 2024, followed by the addition of Arrow Lake and Lunar Lake CPUs.

These three Core Ultra families, Core Ultra 100 (Meteor Lake), Core Ultra 200 (Arrow Lake) and Core Ultra 200V (Chunar Lake) will accelerate shipments above 40 million AI PC units by the end of 2024.

Our core ultra-ramp, led by Meteor Lake, is accelerating faster than we originally expected, with units expected to double sequentially in Q2, just down to our wafer-level assembly supply. is limited, improving Meteor Lake's supply in the second half with the addition of Lunar Lake. Aero Leak later this year will allow us to ship more than our original 40 million AI PC CPU target in 2024.

Pete Gelsinger – CEO of Intel

On the data center and enterprise side, Intel is expecting its first launch. Intel 3-powered CPU family codenamed Sierra Forest. Based on the Sierra Glen E-Core (an optimized version of the Crestmont E-Core), the Xeon 6(E) family will offer up to 288 cores and will be released in the coming month. This will be followed by the release of the Granite Rapids P-Core (Redwood Cove) family which will offer up to 128 cores on the LGA 4710 and LGA 7592 sockets under the Birchstream platforms.

Intel is expected. Granite Rapids-P Xeon 6(P) CPUs Intel will mark the official production ramp of the 3 process node. Then we have Clearwater Forest which, as mentioned above, is one of the two lead products based on the 18A process node. Intel calls Clearwater Forest a “very robust product” and will use it. Darkmont e-core architecture.

Within DC AI, commitment-wise, we've achieved a product release on our first Intel 3 server product, the first-generation E-core Xeon 6, codenamed Sierra Forest. The next-generation P-core Xeon 6 product, Granite Rapids, will be released in Q3.

Our first Intel 18A product, the Clearwater Forest, is scheduled to launch next year and will allow us to accelerate share returns.

Yes. So, Sierra Forest, our first Xeon 6 product on Intel 3, I'm very proud, right? We now have leadership process technology on American soil for the first time in a decade. It's really interesting. And Sierra Forest, high core count, 144, 288 is very focused on the core product, power, efficiency, performance, and we see a good pipeline of customers and a good pipeline, I would say, on the back of socket wins. Power performance has been an area where we have suffered from being on an older node and now that we are on the leadership nodes, we are definitely looking to contribute to that. comes

Of course, Granite Rapids, which will arrive in Q3, the Xeon 6 core is much more than the bread and butter of the Xeon family. So, we see that being a strong element in the portfolio this year as we're not participating as aggressively in the power performance socket as recently, and Sierra Forest gives us that tool. So, it's really a two punch, as we mentioned with Granite coming out in Q3 and with that a volume ramp on Intel 3, we think we have a very good product line. Next year is Clearwater Forest, the second generation of e-core part, the leadership position at 18A in the server market, a very strong product for us.

Pete Gelsinger – CEO of Intel

moving towards Foundry business, Intel highlighted another 18A custom which brings the total number to 6. The user is cited as a leader in the aerospace and defense industry, but not only that, the US Department of Defense also awarded the Intel Foundry Phase III of the RAMP C program, paving the way for more users in the Department of Defense. . The company also mentioned about 50 test chips based on the 18A node in the pipeline.

Intel expects the foundry segment to make big gains with a TAM of $240 billion ($110 billion today) by 2030. Key areas of development will include EUV nodes and advanced packaging technologies.

I am pleased to announce that this quarter, we signed another significant customer bringing our total to 6 at Intel 18A, a leader in the aerospace and defense industry. This customer chose Intel Foundry not only based on the advantages of the Intel 18A process technology, but also because of their desire to have a secure US-only supply base. Just this week, we were pleased to announce that the DoD awarded the Intel Foundry Phase III of the RAMP C program, which we believe will lead to additional federal aerospace and defense customers.

More broadly, we are seeing increased interest in Intel 18A and have a strong pipeline of around 50 test chips. Near-term interest in Intel Foundry remains strong with innovative packaging, which now includes engagements with nearly every foundry customer in the industry, including five design awards. While we're very focused on improving Intel Foundry's near-term profitability, it's also important to keep an eye on the long-term opportunities here. The foundry market is expected to grow from $110 billion today to $240 billion by 2030, with nearly 90 percent of the growth coming from EUV nodes and advanced packaging.

Pete Gelsinger – CEO of Intel

Finally, Intel mentioned it. Falcon Shores AI GPU Accelerator that will combine the best. Car 3 With a fully programmable architecture through a robust AI ecosystem (OneAPI). The Falcon Shores GPU is expected to launch in late 2025 so it will be a big release for the company as it tries to replicate NVIDIA's success in the AI ​​segment.

We'll be bringing it to Falcon Shores later next year when we combine Gaudi 3's great systolic performance with fully programmable architecture and bring it all together at Falcon Shores. And then we have a rich — followed by a very aggressive line of Falcon Shores products.

Pete Gelsinger – CEO of Intel

Intel's Q1 2024 Highlights:

• Intel 7, Intel 4, and Intel 3: In high-volume manufacturing
• Intel begins production ramp in 2H'24 with 20A: Arrow Lake
• Intel 18A: Expected to release 1.0 PDK in Q2'24, with production ramps from lead products, Clearwater Forest and Panther Lake in 1H'25
• Unveiled a process technology roadmap beyond five nodes in four years, adding the Intel 14A to the Leading Edge node lineup after the Intel 18A.
• Announced several specialized node evolutions for Intel 3, Intel 18A, and Intel 14A to enable customers to develop and deliver products tailored to their specific needs.
• Engaged on innovative packaging with nearly every foundry customer in the industry, including 5 design awards
• Launched Intel Foundry, the world's first system foundry for the AI ​​era, offering full-stack optimization from factory network to software.
• At Intel Vision, the company introduced the Gaudi 3 AI accelerator, which is estimated to deliver an average of 50% faster speed and 40% higher inference power efficiency than the Nvidia H100 on leading GenAI models.
• More than 5 million AI PCs shipped since the December 2023 launch of Core Ultra processors.
• Xeon 6 Unveiled, Brand New Next-Generation Processors for Data Centers, Cloud and Edge