[32] Ian Interviews: Pat Gelsinger, Intel CEO

In February 2024, Intel held its first Intel Foundry Direct Connect event – an opportunity to bring together partners, customers, potential customers, and the media and align everyone with the singular message and vision of Intel Foundry. This means progress reports, updates, and the future. The tone of the event was one of success – Intel Foundry (IF) is set to be a semi-autonomous body of Intel that aggressively fights for business, whether Internal or External, without playing favorites. Similarly, Intel Product Groups (IPG) are being detached from Intel Foundry, with the remit to use the best process nodes available. The whole goal, according to CEO Pat Gelsinger, is to make both sides better for business – built the best process nodes regardless of product, and build the best products regardless of process node. Intel, for the first time, is extracting out the margins between product and manufacturing, in the goal to return to a world leading entity in both categories.

[00:00] Is High-NA economical?
[01:57] Cheaper transistors and more advanced products?
[03:07] Being Number 2 Foundry?
[04:33] Does that include packaging?
[05:32] Intel vs CoWoS
[08:18] Driving Foveros pitch
[09:20] Keeping Intel and Foundry together
[13:20] Why bring UMC in?
[15:58] Does Intel bet the company every node still?
[16:57] Is regaining leadership: foundry, product, or both?
[18:50] Story Time with Pat

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Welcome to the TechTechPotato (c) Dr. Ian Cutress
Ramblings about things related to Technology from an analyst for More Than Moore

#semiconductors #intel #patgelsinger
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More Than Moore, as with other research and analyst firms, provides or has provided paid research, analysis, advising, or consulting to many high-tech companies in the industry, which may include advertising on TTP. The companies that fall under this banner include AMD, Applied Materials, Armari, Baidu, Facebook, IBM, Infineon, Intel, Lattice Semi, Linode, MediaTek, NordPass, ProteanTecs, Qualcomm, SiFive, Supermicro, Tenstorrent, TSMC.

[Runningrse]

A lot of interviewees understandably give non-answers to Ian’s questions but Pat gave actual answers. Great interview!

[charliekealoha]

As someone who's been working for Intel for a while now, I was so happy when Pat came on board. Having worked with VMware in the past for my last job, I knew that he knew the technology. Tech companies need to stop throwing business people in at CEO. Just listening to Pat talk about what we are doing means the world to me as an employee.

[tomaskianicka]

Wow, Pat Gelsinger interview. Congrats for the interview!

[seylaw]

Pat qualifies as Jim Keller-class of a technology geek. It would have been great to see both of them do their magic at Intel. Great achievement that Ian could get him on his show!

[deeg_with_robots]

Great talk! Best of luck to Mr. Gelsinger and the folks from Intel.

[Lustanda]

Wonderful and insightful interview! This is why engineer should run manufacturing companies and NOT MBAs. Because engineer knows their stuff and not "increase shareholder value 101". The more foundry capacity that exist and diversified away from Taiwan the better it is for the world cost wise and strategic security wise.

[shonguiz]

Wow a tech CEO that is actually answering the questions.

[PilatesinSacramento]

Great interview and congratulations on landing an interview with Mr Gelsinger. Really great to see Pat talking just straight up technology (no marketing).👍

[Chunwei-zqdn]

Great interview. Way better than most interviews we have heard so far. We get to hear the economic side of high NA and their plan of advanced packaging.
Most interviewers fail to address these questions.

[fraserjeffrey]

Well done Ian this is a great interview! You've managed to thread the needle well, in convering some of the critical enabling technologies Intel is betting on, while still being able to consider the bigger picture and key proving steps Intel as a business have ahead. Too many tech ceo inteviews from mainstream outlets - riding the wave of the ai boom - feel a mile wide but an inch deep in terms of substantive coverage. Are there bigger guests left in the semiconductor space that you haven't interviewed ...C. C. Wei?

[peppybocan]

You know that feeling when you walk into the room where two theoretical physicists talk about the bundles, the gauge theory, the Calabi-Yau manifolds? This talk mentioning all the technologies and you have no idea, because you paid no attention to the whole discussion? Yeah, that's me right now. :D

[alexmills]

Great interview! You can tell Pat is happy to talk about the technologies and future he’s developing for Intel and a great accolade of any interviewer is being able to give the interviewed party enough structure to intelligently answer long form questions in a natural manner without needing course correction or constant interruption!

[ols]

Unprecedented, intel ceo sitting around with youtubers, it's a great initiative good job Pat!

[j_official]

Pat is a wealth of knowledge and seems very confident. Would’ve been nice to see him and Jim Keller cook up some ideas together. Excellent interview Ian I like that pat is frank and answers questions. Like some ceos probably wouldn’t say “I bet the company on 18A” but it’s good to see insights into how pat is thinking.

I wish Intel well. I hope they come back and execute well and on time. Full steam ahead onto the angstrom express.

[Extys]

Pat Gelsinger is really impressive, with his in-depth technical knowledge. He's literally an expert in his field, and not just another MBA CEO like before at Intel.

[JigilJigil]

He is the visionary leader that Intel needs, I am hoping the best for him and his plans at Intel.

[POVwithRC]

Considering how much he costs an hour, they were very gracious in providing time for the interview. And as far as I can tell it was a good choice. Lovely chat and great to sit in on it from YouTube.

[jrherita]

Wow that was an amazing interview! And interesting he was talking about the 386 at the end and not the 486. Thanks Ian for getting this together and sharing with us!

[将軍九八.彁]

16:42 Pat Gelsinger: I want the customer to become more multi-threaded

[MarcN]

One of the rare moments where I give it a thumbs up before watching the video. Nice.