Keynotes from CEO LBT, Kevin O'Buckley, and Naga. Two hours reserved! Updates on 18A and beyond. Hopefully customers.

LBT to the stage.

Today is also about input to intle, not just announcements. LBT is committed to making Foundry successful. Strengthen roadmap and execution.

Repeating the 1 trillion TAM semiconductor TAM by 2030

Four focus areas for Intel Foundry

Differentiated packaging and manufacturing technologies

18A for panther lake. First SKU by end of 2025, more in 2026. Enhance 14A for broader industry adoption

Broad supply chain and ability to expand at several sites based on demand

Current administration has made semiconductor leadership and independence a strong focus

Intle powers most of the world's PCs and datacenters. But past achievements do not guarantee future success.

Every customer is unique. Intle need dot make it easier to use. Faster embrace of industry EDA tools and industry standards. Four pillars in this. IP Digital design flow Design for manufacturability Design for yield

LBT introduces CEO of @Synopsys Sassine Ghazi to the stage. 😐😁🚀 (LBT was Ceo of Cadence for 15 years. Synopsys got the nod. That's going to be a fun discussion)

@Synopsys Already test chips since v0.3 PDK on 18A

@Synopsys Customers are desperate for differentiation and optionality. USA Foundry is also important. The gap between for design difficulty has shrunk, and is huge progress.

@Synopsys Now CEO @cadence Anirudh Devgan to the stage. LBT a lot more appreciative of his time by comparison

@Synopsys @Cadence AI is the megatrend. Online AI, physical AI. The 1 trillion number might be pessimistic. Cadence works with all the AI companies to drive the infrastructure. Applying AI to Cadence tools too. Transform chip design and PPA improvement by 20%. Worth a node jump.

@Synopsys @Cadence How is intel Foundry different? Aside from history of Cadence with LBT, but he is customer comes first. LBT has already met main customers, but Intel has to meet more. 3DIC on Intel is leading, first to BSPDN. Best product wins. Ecosystem works together - Cadence and Intel.

@Synopsys @Cadence What looking forward to with Intel Foundry. By 2035 even Foundry could be 500b+. Looking forward to being with Intel to that number.

@Synopsys @Cadence Now @Siemens CEO Mike Ellow to the stage.

@Synopsys @Cadence @Siemens Mike and LBT used to work closely together. Lots of good friends at Siemens. LBT is excited to empower customers and drive industry standards. Siemens is certified on 18A, working on 18AP, started on 14A. 15+yr partnership on packaging already.

@Synopsys @Cadence @Siemens Siemens is Co founder of Intel Foundry alliance. Siemens EDA helps with foundry reliability and translation of requirements goes into design. Ties together the ecosystem so people can stay in their environments but retain predictability. Customer centric solutions

@Synopsys @Cadence @Siemens Emib is driving the industry. Now software defined, silicon enabled, is taking hold. Now hardware and software work together for customization. That's where 3DIC comes in. Intel Foundry has great tech platform, world class team. Great opportunity together

@Synopsys @Cadence @Siemens The guy next to me is looking at Siemens job listings online.

@Synopsys @Cadence @Siemens Engineers are retiring. Students need access to shuttles on better nodes and make silicon to drive a new generation. A resilience industry requires a set of people and technologies to continue, to be resilient.

@Synopsys @Cadence @Siemens Ceo of PDF Solutions John kibarian to the stage

Intel recognized it needed to characterized design vs process. It started using PDF Solutions to help build PDKs to achieve best performance and reduce variability. Cooptimization has to start at the beginning, not in the middle. Bringing design info into manufacturing.