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 actually seeing it, so we made all the awesome animated explainers that I wish I had while I was prepping. I also asked Intel’s leadership how the semiconductor industry will cope with the enormous shock in demand from AI. AI compute has grown 3x a year for the last decade, but according to Intel's CTO, Intel could only double leading-edge wafer production with today’s global stock of chipmaking tools. What kinds of tricks can foundries pull to extend this crossover point where demand surges way ahead of supply? This was a totally new format for us - hope you enjoy! 0:00:00 – Intro 0:00:47 – How Intel brings up a new process node 0:03:22 – What Intel learned from 10nm 0:06:28 – From planar transistors to gate-all-around 0:13:13 – Why High-NA EUV pays off for Intel but not TSMC 0:19:20 – Could chips have evolved completely differently? 0:23:33 – Inside Intel's "Hot Topics" meeting 0:29:30 – Replacing copper wires with ruthenium 0:32:41 – Why stacked transistors take a decade to ship 0:39:45 – Hybrid bonding and the chip-to-chip bottleneck 0:48:00 – There aren't enough tools to 10x chip production 0:53:14 – Can Intel catch up to TSMC? 1:01:02 – Terafab, and rethinking the fab from scratch

Building semiconductor leadership requires both innovation and the manufacturing capacity to bring it to scale. In his latest piece, Naga Chandrasekaran highlights Intel Foundry’s growing U.S. footprint, including progress on our Ohio site. Read more: ms.spr.ly/6010avfyk #IntelFoundry

Intel bets the next phase of AI belongs to the rightsized system, not the biggest one ift.tt/Dma8Tts

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Right here at @intel's Ocotillo campus, some of the most precise, high-stakes manufacturing on the planet is happening. Intel is building the chips that power our computers, our hospitals, and our national defense. Arizona has become the center of American semiconductor manufacturing, and that didn't happen by accident. It happened because we fought to bring this industry back to American soil.

Hundreds of billions are being invested in U.S. semiconductor manufacturing. But spending isn’t the same as capability. VP and Principal Analyst @MattKimball_MIS examines how much of the full AI chip lifecycle actually operates on U.S. soil today. 📌 Read the full insight: moorinsightsstrategy.com/bey…