JohnnyCashRules retweetledi
$INTC My new favorite word is: Refactor.
I think people need to understand what this chart means and how RibbonFET is such a meaningful (and exclusive) technology for Intel.
Think of a transistor like a tiny light switch inside the chip. Older designs (like FinFET) controlled the "switch" from three sides. RibbonFET wraps the control gate all the way around ribbon-shaped channels, giving much better command over the electricity. This means:
- Less wasted power (lower leakage).
- More performance at lower voltages.
- Ability to keep shrinking and packing more transistors in.
Intel pairs RibbonFET with another trick called PowerVia (power delivered from the back of the chip so the front has more room for signals). Together, they power Intel's 18A process.
Intel benefits in two big ways:
1. Their own chips get better first (faster, more efficient CPUs, GPUs, and AI processors.)
2. Intel Foundry can sell this advanced process to other companies who want to make cutting-edge chips. If the industry needs this kind of fundamental upgrade to keep Moore's Law alive and reach 1 trillion transistors, Intel becomes one of the few places that can deliver it right now.
Big leaps require big new inventions. Intel invented the last major one (FinFET) and now owns the next one (RibbonFET plus PowerVia in 18A). If they execute well (spoiler alert: they are), Intel could regain leadership in chip-making, make stronger products, and win more business from outside customers (like $TSLA), turning them into THE major winner in the semiconductor world.
Refactor the narrative.
Pushkar Ranade@magicsilicon
Every 10X increase in transistor count was enabled by at least one revolutionary process technology innovation. Next stop: 1 trillion transistors might need a refactoring of the entire process flow itself!
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