Stratechery The Intel Split
Jan 18, 2022
A deep dive reveals the fierce competition between Intel and TSMC amid a global chip shortage. It explores the historical impact of Moore's Law, showcasing Intel's past and the industry's shift towards design-separation. The challenges of adapting microprocessor design with modern methodologies are discussed, focusing on Intel's RLS system and IDM 2.0 strategy. Finally, the podcast speculates on Intel's future, including potential collaborations and a move toward a fabless manufacturing model to regain competitiveness.
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TSMC's Advantage
- TSMC's massive capital expenditure is a warning to Intel and Samsung.
- Intel's reliance on TSMC for chip production strengthens its competitor.
Moore's Law and Gelsinger's Rise
- Moore's Law wasn't a law, but a choice made by Intel.
- Pat Gelsinger, at a young age, led key projects at Intel, showcasing his expertise.
Intel's Design Challenges
- Intel, initially a fully integrated device manufacturer, had to innovate in chip design.
- Gelsinger co-authored a paper on the complexities of microprocessor design at Intel.