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Chronicles

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An interview with Intel's leadership, including CTO Pushkar Ranade, on AI chip demand, lessons from 10nm, whether Intel can catch up to TSMC, Terafab, and more

What I learned from touring Intel's most advanced fab and talking to its leadership.  —  I spent two days touring Intel's …

Dwarkesh Podcast Dwarkesh Patel

Discussion

  • @intel @intel on x
    What does it really take to make the world's most advanced chips? Thousands of intricate manufacturing steps. Extraordinary engineering precision. And an industry working to meet growing global demand for computing. Get an inside look at Intel's semiconductor innovation as Chris …
  • @intel @intel on x
    @dwarkesh_sp Thank you, Dwarkesh, both for spending time with us in Oregon and for featuring so many Intel leaders on the podcast! We appreciate the opportunity to showcase the latest in semiconductor manufacturing and hope listeners enjoy the discussion as much as we did.
  • @dwarkesh_sp Dwarkesh Patel on x
    My semis tutor @willmichaels0 and I made a bunch of flashcards about semiconductor manufacturing. Check them out if you want to better understand and retain the explainers in the new Intel episode. Will also compiled a great list of resources for further reading, which is at the …
  • @benbajarin Ben Bajarin on x
    Well produced. All the things I have been saying about Intel was well positioned with for three years now and taken much hate on this platform for being a believer. And its because we dove deep on the technology, as we do.
  • @mzuhair123 Muhammad Zuhair on x
    This is an amazing podcast by @dwarkesh_sp, as always. Intel is a company which is really close to me since childhood, and I have always talked in support of it, no matter the circumstance. Foundries are analyzed by external commitments and revenue, but the industry doesn't reali…
  • @dwarkesh_sp Dwarkesh Patel on x
    We made some really cool animated explainers for the Intel fab tour episode. This one is about hybrid bonding. Plz enjoy.
  • @dwarkesh_sp Dwarkesh Patel on x
    I found it really interesting to discuss how differently the history of semiconductor technology could have turned out if a butterfly had flapped its wings in the '60s. Chris Auth, who leads Intel's process development, implied that all the counterfactual tech trees would have co…
  • @magicsilicon Pushkar Ranade on x
    @dwarkesh_sp It was fun to work with you and host you at our Oregon campus! Love how you put all the many hours of wide-ranging conversations together in a succinct and coherent way!
  • @alex_intel_ Alex on x
    Pushkar on Intel Foundry's technology competitiveness to TSMC
  • @zephyr_z9 @zephyr_z9 on x
    This is not true TSMC will introduce its version of Backside Power called Super Power Rail (SPR) with the A16 node, which will enter risk production soon. It's also more advanced than Intel's PowerVia, as TSMC directly connects the backside power to the transistors, while Intel's…
  • @dwarkesh_sp Dwarkesh Patel on x
    I spent two days touring Intel's most advanced fab and talking to its technical leadership to understand what the chips of the future will look like. A lot of what's coming next - gate-all-around transistors, backside power, CFET, hybrid bonding - is hard to follow without actual…