Intel CEO Lip-Bu Tan outlined a strategic shift to prioritize customer-specific chip designs and expand the company's foundry business. The plan includes developing custom silicon for unique workloads, moving away from the traditional reliance on internal processor roadmaps. Tan aims for areas like ASICs, co-packaged optics, physical AI, and advanced packaging to each contribute approximately 10% of total revenue.
The company's 18A manufacturing process has reached volume production, while the 14A process is currently in development. Intel has released version 0.5 of the 14A process design kit, with version 1.0 expected for volume production in early 2027. Despite interest from multiple customers, Intel has not disclosed specific order volumes or client identities.
Intel and AMD continue to explore collaboration, building on their existing partnership within the x86 Ecosystem Advisory Group established in October 2024. Recent technical cooperation includes integrating AMD ZenDNN optimizations into Intel's oneDNN library for PyTorch AI inference. However, no new formal agreements between the two companies have been announced following recent discussions.
