?? Silicon Giants: TSMC and Intel's decade of duel
CommonWealth Magazine Group(天下雜誌集團) 's semiconductor correspondent I-yun (Elaine) Huang just returned from the 2023 英特尔 Innovation Day in Silicon Valley. Read this week's dispatch to learn about her interview with Intel CEO Pat Gelsinger . What does Intel's new direction mean for 台积公司 's future? Kwangyin Liu 劉光瑩 , CommonWealth English 天下雜誌英文網 editor.
Is Intel ready to challenge Samsung, TSMC?
Pat Gelsinger introduced an ambitious IDM 2.0 strategy when he took over as Intel’s CEO in early 2021 aimed at vaulting past Samsung to become the world’s second-largest contract chipmaker by 2030. Is the company on track to achieve that?
Sept. 19 at the San Jose McEnery Convention Center. It’s Intel Innovation Day, and the event opens with Intel CEO Pat Gelsinger running out on stage, doing a couple of push-ups under the bright lights, then addressing the crowd.
Gelsinger was clearly aware that he had to make a splash to put Intel back in the public eye during the company’s most important annual event.
First Integrated NPU in an AI Notebook
During Gelsinger’s presentation, where he laid out Intel’s chip roadmap, he revealed his trump card with Acer Group Chief Operating Officer Jerry Kao (高樹國)'s help.?
They held up an Acer notebook on the stage to highlight the arrival of the latest “AI PC” and previewed its capabilities. With a single click that activated the notebook’s AI computing function, an astronaut pictured on the computer’s screen becomes a 3D figure within 3 seconds.?
This special feature of the new notebook, expected to hit the market in December, is powered by Intel’s new Core Ultra processor, code-named Meteor Lake. It is equipped with Intel’s first integrated neural processing unit (NPU), a power-saving dynamo capable of running AI inferences that cuts computing times in half.
A reporter with HWZone, Israel’s leading technology and hardware media, told CommonWealth Magazine backstage that he came to the event with many pointed questions, such as why the performance of Intel’s chips was lagging so far behind that of the chips used in Apple’s MacBook M1.
“Intel people really hate hearing one name, and that’s ‘Apple,’” the reporter said. But he admitted that Intel had sold him on the Meteor Lake processor.?
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