At the Intel Innovation Taipei 2023 event held in Taiwan, Intel CEO Pat Gelsinger emphasized that artificial intelligence will no longer be "boring." He also emphasized that the PC industry is once again experiencing a "Centrino Moment," symbolizing that Intel will continue to play a key role in the development of future AI PC products.
Pat Gelsinger said that compared to past descriptions of artificial intelligence products, which often seemed dull and uninteresting, he believes that future applications of artificial intelligence will become interesting with the advent of automatically generated artificial intelligence and AI PC products, and he also expects that artificial intelligence will become even more ubiquitous.
In the next wave of artificial intelligence, Pat Gelsinger said Intel will still play an important role and once again drive the "Centrino moment" (Note), thereby injecting new growth momentum into the PC market and bringing a new user experience, and it is expected that Intel's long-standing Moore's Law will continue to grow.
Note:Intel launched the Centrino platform in 2003. It combined the then-launched Pentium M processor, the 855 chipset motherboard, and IEEE 802.11b or IEEE 802.11ab wireless network connectivity. This solution spurred the development of mobile computing and fueled the growth of the notebook market.
As Qualcomm's Windows on Snapdragon and Apple's Mac ecosystem, transformed by its Apple Silicon processors, gradually erode Intel's previously solid PC market share, Pat Gelsinger believes that Intel still has sufficient technological strength to promote reforms in the existing PC market and drive further innovation and development.
Previously mentionedAdvance five process node goals within four yearsPat Gelsinger said that the Intel 7 and Intel 4 processes have been completed, and it is expected that on December 12 this year, a new product code-named "Meteor Lake" will be launched based on the Intel 14 process.14th generation Core series laptop processors, and will also launch the 5th generation Intel Xeon Scalable server processor code-named "Emerald Rapids". The following Intel 20A and Intel 18A will enter mass production in 2024 and trial production in the first quarter of 2024 respectively according to the established schedule, and are expected to enter mass production in the second half of 2024.
On the other hand, Intel also plans to introduce glass substrate designNext-generation packaging technology, which corresponds to smaller process technology and can fit more transistors in a single package. Mass production is expected between 2026 and 2030. In addition, through chiplet stacking chip technology and UCIe connection technology, it can achieve chip packaging design capabilities that combine Intel 3 process with TSMC N3E process, code-named "Pike Creek", emphasizing that Intel has sufficient technical strength in the development of the silicon economy and plays a role in promoting computing reform.
In addition, Pat Gelsinger emphasized that Intel not only provides ample computing power, but also helps developers more quickly introduce artificial intelligence technology in software applications through OpenVINO resources. Furthermore, through in-depth cooperation with Taiwanese OEM and ODM companies, Intel is promoting the entry of more diverse AI PC application products into the market.
At the same time, Intel also emphasized that it will continue to promote cloud computing through its Xeon Scalable server processors, and strengthen the development of hybrid computing architecture by combining AI PC applications.
In terms of artificial intelligence computing, Intel further stated that it will use Xeon processors and Gaudi accelerators to promote artificial intelligence computing performance. It also plans to launch the Xeon Scalable server processor code-named "Sierra Forest" in the first half of 2024, which will be equipped with 288 E-core designs. It emphasizes that it can increase cabinet density by 2.5 times and increase performance per watt by 2.4 times compared to the fourth-generation product.
As for the future development trend of AI PC, in addition to the "Meteor Lake" expected to be launched at the end of the year, there will also beIncludes processors codenamed "Arrow Lake," "Lunar Lake," and "Panther Lake", and in terms of cloud computing, it will launch “Emerald Rapids” at the end of this year and then launch"Sierra Forest", "Granite Rapids", and "Clearwater Forest", thereby continuously promoting the growth of computing performance.
