Intel is placing big bets, investing $20 billion in a new Arizona fab expansion, renewing its commitment to process leadership, and expanding its foundry services for global chip supply.
Dubbed IDM 2.0, it consists of three primary components for maintaining dominance in the chip space: 1) Expanding its internal network of chip fabs,2) Making use of third-party fabs when necessary, and 3) Establishing Intel Foundry Services to service external customers across the globe. To the first point, Intel is investing $20 billion into the construction of two new fabs in the state of Arizona. The company hasn’t disclosed a timeline for when these fabs will go online, but they will prove pivotal in helping Intel maintain a « competitive advantage that enables product optimization, improved economics and supply resilience. » The new fabs will be located on Intel’s campus in Ocotillo, Arizona, and will bring roughly 15,000 long-term jobs to the area. In terms of product roadmap, Intel just announced its 11 th generation Rocket Lake-S family, which will be the last of its 14nm client desktop processors. Next on the docket is the 12 th generation Alder Lake-S family, the company’s first 10nm desktop processor architecture. Raptor Lake is rumored to be Intel’s 13 th generation processor architecture, set to arrive in 2022, followed by Meteor Lake in 2023, if Intel’s roadmap remains on track.
