Leo Says Ep 66: Intel’s 5 Nodes in 4 years

Been some time since Leo did a 'Leo Says' - but he put together this article discussing Intel Nodes and details on what has happened so far and his opinions of what might happen next. Let us know your thoughts below - Leo and the team read all your comments.

00:00 Start
01:23 Where did Intel go wrong?
12:24 What is the Fix?
14:13 Delivering on their roadmap, does that fix the problem?
20:45 Summary
21:29 Does this actually matter? Intel vs. TSMC, Samsung, AMD, Nvidia, Amazon, RISC V, Meta and Apple.
26:41 Closing Thoughts

Prologue
Over the years Intel has supplied the world with processors and has made fortunes, however the tide has turned.
Who can save Intel from these dire problems - or might they be die problems?- the most likely answer is CEO Pat Gelsinger.

Chapter 1 - Where did Intel go wrong?
Let's pin the blame on delays to their 10nm process.
In 2008 when Pat Gelsinger was Intel's CTO he said that Intel saw a clear way towards the 10nm node.
In 2009 Gelsinger left Intel working first at EMC and then at VMWare before he returned to Intel in 2021 as CEO.

Chapter 2 - What is the Fix?
Five Nodes in Four Years
Disaggregation of design and process
Increased emphasis on packaging

Chapter 3 - If Intel is able to deliver its roadmap, does that fix the problem?
Chapter 4 - Does it matter?
Intel vs. TSMC, Samsung, AMD, Nvidia, Amazon, RISC V, Meta and Apple.
Consumers buy products rather than process nodes or technologies

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