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A little more context here is needed I think > One of the key elements of Intel's IDM 2.0 strategy is the company's newly created Intel Foundry Services (IFS)
by Macha 5y ago
A little more context here is needed I think
> One of the key elements of Intel's IDM 2.0 strategy is the company's newly created Intel Foundry Services (IFS) group that will manufacture chips for others. This group can operate as a classic foundry making any chips its clients want: Arm-based system-on-chips, RISC-V-based controllers, tensor processing units (TPUs), or graphics processing units (GPUs), just to name a few options.
> But Intel can naturally add a unique sauce to its IFS offering: highly competitive general-purpose x86 cores as well as an extremely broad portfolio of its silicon-proven IPs. Earlier this year Intel said that it was in discussion with over 100 of potential IFS customers and recently it revealed that about 1/3 of them were interested in custom x86-based SoCs.
> "Of the 100+ customers, I'd say about a third of them are interested in that x86ish of our ecosystem," said Gelsinger.
1/3 of _potential Intel foundry clients_ want x86. Of course there are plenty of companies investigating the new foundry option coming onboard with Samsung/TSMC lead times being what they are that have no interest in porting their products to x86.
- leeter 5y agoEh I could still see a ton of application specific customers that would stick with x86. HFT for example: if they can get a chip with a few super fast cores and HBM2 on substrate. Perhaps mix the NIC in and turn the entire thing into an SOC.
- macksd 5y agoYeah - sounds like probably around 40 customers wanting stuff like that. No one's saying otherwise.
- klelatti 5y agoI think we have to apply an appropriate degree of scepticism to these statements. ‘Are interested’ could have a broad range of meanings from happy to receive a presentation from Intel sales upwards. ‘Want’ sounds like they are keen to have x86. Given x86 is supposed to be a key part of their offering I think they would have been more positive if they could.