Custom Silicon Opportunity In AI

I have multiple ways to play in this market. Obviously, one of those is foundry customers. And we have a good pipeline of foundry customers for 18A foundry opportunities.

And several of those opportunities that we’re investigating are … people looking to do their own unique versions of their AI accelerator components. And we’re engaging with a number of those, but some of those are going to be variations of Intel standard products.

And this is where the IDM [integrated device manufacturing] 2.0 strength really comes into play—where they could be using some of our silicon combining it with some of their silicon designs.

And given our advanced packaging strength that gives us another way to be participating in those areas. And, of course, that reinforces that some of the near-term opportunities will just be packaging, where they already have designed with one of the other foundries, but we’re going to be able to augment their capacity opportunities with immediately being able to engage with packaging opportunities. And we’re seeing pipeline of those opportunities. … We see AI being infused in everything.

And there’s going to be AI chips for the edge. AI chips for the communications infrastructure. AI chips for sensing devices. For automotive devices.

And we see opportunities for us, both as a product provider and as a foundry and technology provider across that spectrum. And that’s part of the unique positioning that IDM 2.0 gives us for the future.