January_Intel AI Chip Feature|Intel's Product and Strategy Intentions for AI Chips (Part1)
With generative AI taking the world by storm, the development of AI and related computing chips is constantly being discussed. In addition to NVIDIA, which is still the most popular chip, AMD is still in the lead, and AMD is working hard to catch up with them. However, Intel, which has been the leader in CPUs, has also shown its intention to seize the market in recent years. The following is an analysis and discussion of Intel's advanced computing chip-related deployment, in order to get a glimpse of the semiconductor giant's next development in the AI field. As we all know, Intel has been involved in the AI field for quite some time.Pat. Before Geisger returned to Intel to take over the CEO position, Intel's strategy was to adopt a multi-pronged approach of acquisitions, introducing vector and matrix computing architecture from the instruction set, strengthening processor performance in AI and machine learning, and returning to the GPU market to seize the AI chip market share. InPat. After taking the helm as CEO, Geisger has adopted the IDM 2.0 strategy to aggressively expand its own production capacity and upgrade its advanced manufacturing capabilities. The short-term strategy is to deepen the cooperation with major foundries to make up for the shortfalls of its own fabs in terms of production capacity and manufacturing processes. Although it has been rumored that the U.S. government intends to convince Intel to cut out its fabs, Intel's IDM 2.0 strategy remains largely unchanged, judging from the general direction of the strategy, such as completing the mass production of five advanced process nodes in four years to meet the capacity needs of Intel's many products and the IFS (Intel Foundry Services) division. Looking further, Intel's IDM 2.0 strategy is one of the cornerstones of Intel's success in the AI chip market.