Investor Presentaiton
Insatiable needs for compute will continue to drive
the value of Moore's law
Demand for leading edge is growing
~6x Faster than trailing edge
$1,000
Node TAM ($B)
$900
$800
$700
$600
$500
$400
$300
$200
$100
Leading Edge:
CAGR = 12%
Trailing Edge
CAGR = 2%
Transistors Per Package (log)
We remain the steward of
Moore's law
From a 100B transistors today........
aspiring to 1 Trillion transistors in 2030
2021 2022 2023 2024 2025 2026 2027 2028 2029 2030
1970
1980
1990
2000
2010
2020
2030
Leading edge - 10nm and below
Source: TAM based on multiple 3rd party estimates and Intel internal estimates. Includes total semi market excluding optoelectronics, sensors, discretes
Future projections based on products still in design. Future transistor counts are projections and are inherently uncertainView entire presentation