What's Happening?
Intel has introduced a new power-delivery method called Backside Power Delivery Network (BSPDN) as part of its 18A process, which has been integrated into the Panther Lake lineup. This method allows chip manufacturers to route power and ground on the back side of the node, freeing up space on the front side for faster data transmission. While this represents a significant technical advancement, it has also created challenges for external adoption. The BSPDN requires a complete rework of physical design methods, deviating from traditional logic norms, which has led to hesitancy among potential customers. Despite the long-term benefits in power integrity and scaling efficiency, the immediate portability is limited due to the need for substantial
design re-architecture.
Why It's Important?
The introduction of BSPDN by Intel is a major step forward in semiconductor technology, potentially giving Intel a competitive edge over other foundries like TSMC. However, the requirement for a ground-up redesign of existing systems poses a barrier to immediate adoption. This situation highlights the tension between innovation and market readiness, as customers may be reluctant to invest in new design methodologies without clear short-term benefits. The success of Intel's 18A process could influence the broader semiconductor industry, pushing other companies to adopt similar technologies in the future. This development is crucial for Intel's strategy to regain leadership in the semiconductor market.
What's Next?
Intel is likely to focus on demonstrating the long-term benefits of BSPDN to encourage adoption among its customers. As the industry moves towards more advanced nodes, Intel's early adoption of backside power delivery could set a precedent for future design standards. The company may also target its 14A-class nodes for external adoption, as these are expected to align better with industry readiness for new power delivery methods. The broader industry is anticipated to adopt similar technologies around 2027, which could validate Intel's early move and potentially lead to increased market share.
