Tagged Intel · show all articles
Nearly every company in this cohort's history traces back to one 1957 resignation. Eight scientists walked out on their own boss and founded Fairchild Semiconductor — arguably the single most consequential exit in the industry's history.
Gordon Moore observed a trend in 1965. The industry spent the next sixty years treating that observation as a target to hit rather than a fact to discover — which is the real reason it held for so long.
Panther Lake is shipping on 18A, Intel's most advanced node in over a decade. What the company has not yet done, as of this briefing, is prove the node can win business it didn't already have.
18A proved Intel could build a competitive process again. 14A is the node where the industry finds out whether anyone outside Intel wants to build on it — and the window to find out is now open.