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This collaboration between Intel and ARM is significant for both companies as it expands the market opportunity for Intel Foundry Services (IFS) and provides ARM partners with access to Intel's cutting-edge process technology. Furthermore, it will enable a more balanced global supply chain for foundry customers working in mobile SoC designs on ARM-based CPU cores.
Intel CEO Pat Gelsinger stated that this collaboration seeks to harness the power of an open system foundry with cutting-edge process technology, and to open up new options and approaches for any fabless company looking to build best-in-class CPU IP. The companies aim to develop a mobile reference design that will allow for demonstrations of software and system knowledge for foundry customers.
This partnership is a significant step for Intel as it invests in leading manufacturing capacity around the world, including significant expansion in the US and EU, to meet the continued long-term demand for chips. Rene Haas, CEO of ARM, stated that the collaboration will enable ARM to be a valued foundry partner for their customers as they deliver the next generation of world-changing products built on ARM. The collaboration promises to unlock ARM's leading compute portfolio and world-class IP on Intel process technology, offering ARM partners the opportunity to take full advantage of Intel's open systems foundry model, which goes beyond traditional wafer fabrication to include packaging, software, and chiplets.
The Intel 18A delivers two critical technologies, PowerVaA for optimal power delivery, and RibbonFET Gate All Around (GAA) transistor architecture for optimal performance and power. With this partnership, Intel and ARM are poised to revolutionize the semiconductor industry and offer more diverse and powerful computing solutions for a variety of applications.
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