Microsoft has selected Intel’s cutting-edge 18A fabrication technology to produce its upcoming custom processors, the companies jointly announced. The deal marks a major win for Intel Foundry as it seeks to attract high-profile clients to its foundry business.
Microsoft CEO Satya Nadella stated the partnership would enable “a very exciting platform shift that will fundamentally transform productivity.” He touted the need for advanced, reliable semiconductors to achieve Microsoft’s vision, driving the collaboration with Intel Foundry.
Though details remain scarce, Intel’s 18A process featuring RibbonFET transistors and advanced power delivery promises major gains in performance and efficiency. This could allow Microsoft to innovate significantly with its next-generation processors spanning servers, PCs, and potentially Xbox hardware.
The multi-year partnership highlights Intel Foundry’s expanding roster of clients like Amazon and the U.S. Department of Defense. While Microsoft’s specific plans are unclear, its emphasis on enabling broad industry transformation points to groundbreaking approaches to chip design and manufacturing.
Microsoft chips produced on Intel 18A could emerge starting in late 2024 or 2025 when the process becomes production-ready. This collaboration marks a strategic shift as Microsoft joins Apple in designing its own custom silicon leveraging leading-edge foundry technology. With Microsoft’s scale and resources combined with Intel’s manufacturing expertise, the companies have an opportunity to shape the computing landscape for years to come.
