Intel: Why Intel is betting big and remains bullish on India

In 2021, Intel announced a shift in strategy with the IDM 2.0 and the chipmaker strides towards reclaiming its position in the market by 2025. The chipmaker continues expansion in the Asia Pacific and Japan (APJ) region with growing investments towards packaging facilities, foundries and research and development across the globe. Spearheading this revival is the Asia Pacific and Japan (APJ) region, with India emerging as the fastest-growing market.
Steve Long, Intel’s General Manager for Asia Pacific and Japan, highlighted India’s demographic advantage, encapsulated by its representation of 50 per cent of the global population. Speaking at the inauguration of the Intel Tech Tour in Malaysia, Long pointed out the country’s dynamic growth in contrast to others facing stagnation and decline.
“APJ (Asia Pacific and Japan region) has a demographic advantage, I boil it down to having 50 per cent of the world population. India is growing, and its population is unlike other areas that are stagnant and declining,” Steve Long, General Manager for Asia Pacific and Japan at Intel, said in a keynote during a facility visit in Penang, Malaysia.
Long emphasised that this trend is clearly reflected in India’s robust gross domestic growth, surpassing that of the rest of the world. He underlined that the region is shouldering the responsibility of driving innovation, underscoring its pivotal role in propelling global progress.
Referring to India as an illustration and expressing Intel’s perspective on the potential, Long indicated that the nation is the world’s most rapidly expanding internet market, having gained 400 million new users following the Covid-19 pandemic.
“It is a massive change in the country. This is both a domestic consumption opportunity and an opportunity for India to change what they mean on the global stage. This is once in a generation kind of a thing,” he further added.
Long pointed out the attributes of India that contribute to the APJ region’s distinction, including its diversity, demographics, and robust services industry.
Intel’s bid to catch up with competitors as the use cases for artificial intelligence advances relies significantly on its Indian engineers. Sandra Rivera, EVP & GM of Intel’s Data Center and AI Group, told the TNN that teams based out of India, in addition to Israel, are central to developing hardware and software for Intel’s Gaudi deep learning training processor aimed at AI applications, which is a contender to Nvidia’s offerings. Rivera noted Indian centre is a hub for diverse cutting-edge silicon products, spanning CPUs, GPUs, FPGAs, and AI accelerators.
Long, during his keynote, also mentioned how researchers in India have been working towards embracing artificial intelligence, giving an example of researchers from the Cochin University of Science and Technology’s AI & Computer Vision Lab, who developed a CPU-powered solution for early breast cancer detection in medical images.
Since assuming the CEO role in 2021, Pat Gelsinger has steered Intel towards fresh objectives, including securing market supremacy and establishing a foundry services enterprise for producing chipsets catering to customers and competitors.
Under Gelsinger, the chipmaker has committed to achieve five nodes within four years, and out of the planned five nodes, two — 7nm and 4nm –are already under production, with 3nm nodes being ready for production in the latter half of the year.
(Disclaimer: The author is covering the Intel Tech Tour at Penang, Malaysia, on the invite of Intel.)

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