Intel Direct Connect 2025 Keynote: Foundry Roadmap, AI & Ecosystem Partnerships

Intel Foundry's Strategic Vision

• 💡 Intel Foundry is committed to success, strengthening its roadmap, partnerships, and execution to earn customer trust.
• 🚀 The semiconductor industry is projected to reach $1 trillion by 2030, with significant growth driven by AI.
• 🇺🇸 Intel holds a unique position as the only company performing advanced R&D and manufacturing in the United States.

Key Technology Roadmaps & Investments

• 💰 Intel has invested $90 billion in capital over four years, allocating 20% to R&D and 80% to expanding its global manufacturing footprint.
• 🔬 Significant progress is highlighted across various process nodes, including Intel 10 (in high-volume manufacturing), Intel 3 (EUV, TSV), and 18A (now in risk production with gate-all-around and backside power).
• ⚡ The upcoming 14A node is expected to deliver 15-20% improvement in performance per watt, featuring second-generation RibbonFET and backside power.
• 📦 Advanced packaging solutions include EMIB with TSV capability, Foveros (S, R, B, 3D IC), and the integration of optical interconnects and co-packaged optics for AI applications.

Global Manufacturing & Customer Focus

• 🌍 Intel maintains a diverse global manufacturing footprint with facilities in Israel, Ireland, Arizona, Oregon, and Malaysia, actively expanding capacity for advanced nodes and packaging.
• ✅ A core focus is on a customer-first mindset, emphasizing predictability, inline quality detection, velocity for faster time-to-market, and affordability.
• 🤝 Intel is actively learning from and collaborating with customers like MediaTek on Intel 16 and partnering with UMC for 12nm technology development.

Ecosystem Partnerships & Alliances

• 🔗 Collaborations with industry leaders like Synopsis, Cadence, Siemens EDA, and PDF Solutions are crucial for design enablement, digital design flow, manufacturability, and yield optimization.
• 🤝 New initiatives include the formation of value chain alliances for turnkey solutions and a chiplet alliance to ensure secure, interoperable chiplets.
• 🏭 A strategic partnership with Amkor aims to diversify EMIB assembly, expanding the advanced packaging supply chain globally, including a planned US facility.

Driving Innovation with AI & Automation

• 🤖 Intel is implementing AI and automation solutions across its factories, exemplified by the