Raws li cov lus ceeb toom, Intel CEO Lip-Bu Tan tab tom txiav txim siab tso tseg kev txhawb nqa ntawm lub tuam txhab 18A cov txheej txheem tsim khoom (1.8nm) rau cov neeg siv khoom tsim thiab es tsis txhob tsom mus rau tiam tom ntej 14A cov txheej txheem tsim khoom (1.4nm) hauv kev mob siab rau kev ruaj ntseg xaj los ntawm cov neeg siv khoom loj xws li Apple thiab Nvidia. Yog tias qhov kev hloov pauv no tshwm sim, nws yuav cim lub sijhawm thib ob sib law liag Intel tau txo qis nws qhov tseem ceeb. Cov kev hloov kho tau pom zoo tuaj yeem muaj kev cuam tshuam nyiaj txiag tseem ceeb thiab hloov pauv txoj hauv kev ntawm Intel txoj kev lag luam foundry, ua kom lub tuam txhab tawm hauv kev lag luam hauv xyoo tom ntej. Intel tau qhia rau peb tias cov ntaub ntawv no yog raws li kev lag luam speculation. Txawm li cas los xij, ib tus kws tshaj lij tau muab qee qhov kev nkag siab ntxiv rau lub tuam txhab txoj kev txhim kho txoj hauv kev, uas peb tau suav nrog hauv qab no. "Peb tsis hais txog kev ua lag luam cov lus xaiv thiab kev kwv yees," Intel tus kws tshaj lij hais rau Tom's Hardware. "Raws li peb tau hais ua ntej, peb tau cog lus tias yuav ntxiv dag zog rau peb txoj kev loj hlob, pab peb cov neeg siv khoom, thiab txhim kho peb cov nyiaj txiag yav tom ntej."
Txij li thaum ua haujlwm hauv lub Peb Hlis, Tan tau tshaj tawm txoj kev npaj txo nqi rau lub Plaub Hlis, uas xav tias yuav muaj kev cuam tshuam thiab tshem tawm qee qhov haujlwm. Raws li cov ntaub ntawv xov xwm, los ntawm Lub Rau Hli, nws tau pib sib koom nrog cov npoj yaig hais tias qhov kev thov rov hais dua ntawm 18A cov txheej txheem - tsim los qhia Intel lub peev xwm tsim khoom - tau poob qis rau cov neeg siv khoom sab nraud, ua rau nws ntseeg tias nws tsim nyog rau lub tuam txhab kom tsis txhob muab 18A thiab nws cov kev txhim kho 18A-P version rau cov neeg siv khoom.
Hloov chaw, Tan tau hais kom faib cov peev txheej ntxiv los ua kom tiav thiab txhawb nqa lub tuam txhab tiam tom ntej node, 14A, uas xav tias yuav npaj txhij rau kev pheej hmoo ntau lawm hauv 2027 thiab rau ntau lawm hauv 2028. Muab lub sijhawm ntawm 14A, tam sim no yog lub sijhawm los pib txhawb nws ntawm cov neeg thib peb Intel cov neeg siv khoom.
Intel's 18A manufacturing technology yog lub tuam txhab thawj ntawm siv nws thib ob tiam RibbonFET rooj vag-tag nrho-ncig (GAA) transistors thiab PowerVia rov qab-sab fais fab xa khoom network (BSPDN). Hauv qhov sib piv, 14A ntiav RibbonFET transistors thiab PowerDirect BSPDN thev naus laus zis, uas xa hluav taws xob ncaj qha mus rau qhov chaw thiab ntws ntawm txhua lub transistor los ntawm kev sib cuag, thiab tau nruab nrog Turbo Cells thev naus laus zis rau txoj hauv kev tseem ceeb. Tsis tas li ntawd, 18A yog Intel thawj qhov kev siv thev naus laus zis tau sib xws nrog cov cuab yeej tsim qauv thib peb rau nws cov neeg siv khoom tsim.
Raws li cov neeg sab hauv, yog tias Intel tso tseg kev muag khoom sab nraud ntawm 18A thiab 18A-P, nws yuav tsum tau sau tawm ib qho nyiaj ntau los cuam tshuam ntau lab nyiaj tau nqis peev hauv kev tsim cov thev naus laus zis no. Nyob ntawm seb cov nqi tsim kho tau suav li cas, qhov kawg sau tawm tuaj yeem ncav cuag ntau pua lab lossis ntau txhiab daus las.
RibbonFET thiab PowerVia tau pib tsim rau 20A, tab sis lub Yim Hli dhau los, cov thev naus laus zis tau muab pov tseg rau cov khoom siv sab hauv los tsom rau 18A rau cov khoom sab hauv thiab sab nraud.
Qhov laj thawj tom qab Intel qhov kev txav mus los yuav yooj yim heev: los ntawm kev txwv cov neeg siv khoom muaj peev xwm rau 18A, lub tuam txhab tuaj yeem txo cov nqi ua haujlwm. Feem ntau ntawm cov khoom siv uas xav tau rau 20A, 18A, thiab 14A (tsis suav nrog cov khoom siv hluav taws xob siab EUV) twb tau siv ntawm nws lub D1D fab hauv Oregon thiab nws Fab 52 thiab Fab 62 hauv Arizona. Txawm li cas los xij, thaum cov cuab yeej no tau ua haujlwm raug cai, lub tuam txhab yuav tsum suav rau nws cov nqi depreciation. Nyob rau hauv lub ntsej muag ntawm qhov tsis paub tseeb ntawm cov neeg siv khoom thib peb xaj, tsis siv cov cuab yeej no tuaj yeem tso cai rau Intel txiav cov nqi. Tsis tas li ntawd, los ntawm kev tsis muab 18A thiab 18A-P rau cov neeg siv khoom sab nraud, Intel yuav txuag tau ntawm engineering cov nqi cuam tshuam nrog kev txhawb nqa cov neeg thib peb circuits hauv kev ua piv txwv, ntau lawm, thiab ntau lawm ntawm Intel fabs. Kom meej meej, qhov no tsuas yog speculation. Txawm li cas los xij, los ntawm kev tso tseg tsis muab 18A thiab 18A-P rau cov neeg siv khoom sab nraud, Intel yuav tsis tuaj yeem nthuav qhia qhov zoo ntawm nws cov khoom tsim rau ntau tus neeg siv khoom nrog ntau tus qauv, ua rau lawv tsuas muaj ib qho kev xaiv hauv ob mus rau peb xyoos tom ntej: koom tes nrog TSMC thiab siv N2, N2P, lossis txawm A16.
Thaum Samsung tau teeb tsa los pib tsim cov chips ntawm nws SF2 (tseem hu ua SF3P) node tom qab lub xyoo no, lub node yuav tsum lag tom qab Intel's 18A thiab TSMC's N2 thiab A16 hais txog lub zog, kev ua haujlwm, thiab cheeb tsam. Qhov tseem ceeb, Intel yuav tsis sib tw nrog TSMC's N2 thiab A16, uas yeej tsis pab kom muaj peev xwm cov neeg siv khoom muaj kev ntseeg siab hauv Intel cov khoom lag luam (xws li 14A, 3-T / 3-E, Intel / UMC 12nm, thiab lwm yam). Insiders tau tshaj tawm tias Tan tau nug Intel cov kws tshaj lij los npaj cov lus pom zoo rau kev sib tham nrog Intel pawg thawj coj saib lub caij nplooj zeeg no. Cov lus pom zoo yuav suav nrog kev txwv tsis pub kos npe rau cov neeg siv khoom tshiab rau cov txheej txheem 18A, tab sis muab qhov ntsuas thiab qhov nyuaj ntawm qhov teeb meem, qhov kev txiav txim zaum kawg yuav tsum tau tos kom txog thaum lub rooj sib tham dua tom qab xyoo no.
Intel nws tus kheej tau tshaj tawm tsis kam tham txog qhov kev xav tsis zoo tab sis lees paub tias thawj cov neeg siv khoom rau 18A yog nws cov khoom faib, uas npaj yuav siv cov thev naus laus zis los tsim Panther Lake laptop CPU pib xyoo 2025. Thaum kawg, cov khoom xws li Clearwater Forest, Pob Zeb Diamond Rapids, thiab Jaguar Shores yuav siv 18A thiab 18A-P.
Kev thov txwv? Intel txoj kev siv zog los nyiam cov neeg siv khoom loj sab nraud rau nws qhov chaw tsim khoom yog qhov tseem ceeb rau nws qhov kev hloov pauv, vim tsuas yog cov ntim siab yuav tso cai rau lub tuam txhab rov qab cov nqi ntawm ntau lab nws tau siv los tsim nws cov txheej txheem thev naus laus zis. Txawm li cas los xij, ib sab ntawm Intel nws tus kheej, tsuas yog Amazon, Microsoft, thiab US Department of Defense tau lees paub cov phiaj xwm siv 18A. Cov ntawv ceeb toom qhia tias Broadcom thiab Nvidia tseem tab tom sim Intel cov txheej txheem tshiab tshaj plaws, tab sis lawv tseem tsis tau cog lus tias yuav siv nws rau cov khoom tiag. Piv rau TSMC's N2, Intel's 18A muaj qhov zoo dua qub: nws txhawb nqa rov qab-sab fais fab xa khoom, uas yog qhov tshwj xeeb tshaj yog rau cov khoom siv hluav taws xob siab tsom rau AI thiab HPC daim ntawv thov. TSMC's A16 processor, nruab nrog lub zog hluav taws xob loj (SPR), xav tias yuav nkag mus rau ntau lawm los ntawm qhov kawg ntawm 2026, lub ntsiab lus 18A yuav tuav nws qhov zoo ntawm rov qab xa hluav taws xob rau Amazon, Microsoft, thiab lwm cov neeg siv khoom muaj peev xwm rau qee lub sijhawm. Txawm li cas los xij, N2 yuav tsum muaj ntau dua transistor ntom, uas muaj txiaj ntsig rau feem ntau ntawm cov qauv tsim. Tsis tas li ntawd, thaum Intel tau khiav Panther Lake chips ntawm nws D1D fab rau ob peb lub hlis (yog li, Intel tseem siv 18A rau kev pheej hmoo tsim), nws cov ntim siab Fab 52 thiab Fab 62 pib khiav 18A cov chips hauv lub Peb Hlis xyoo no, txhais tau tias lawv yuav tsis pib ua lag luam chips kom txog rau thaum lig 2025, lossis ntau dua cov neeg siv khoom sab nraud, thaum ntxov 2025. tsim lawv cov qauv tsim nyob rau hauv high-volume factories nyob rau hauv Arizona es tsis nyob rau hauv kev loj hlob fabs nyob rau hauv Oregon.
Hauv cov ntsiab lus, Intel CEO Lip-Bu Tan tab tom txiav txim siab tso tseg kev txhawb nqa ntawm lub tuam txhab 18A cov txheej txheem tsim khoom rau cov neeg siv khoom sab nraud thiab hloov mus rau tiam tom ntej 14A cov khoom tsim tawm, txhawm rau nyiam cov neeg siv khoom loj xws li Apple thiab Nvidia. Qhov kev txav no tuaj yeem ua rau muaj txiaj ntsig tseem ceeb, vim Intel tau nqis peev ntau lab nyiaj hauv kev tsim 18A thiab 18A-P txheej txheem thev naus laus zis. Kev ua haujlwm tsom mus rau cov txheej txheem 14A tuaj yeem pab txo cov nqi thiab kev npaj zoo dua rau cov neeg siv khoom thib peb, tab sis nws kuj tseem tuaj yeem ua rau muaj kev ntseeg siab hauv Intel lub peev xwm nrhiav tau ua ntej 14A txheej txheem tau teeb tsa rau kev tsim khoom hauv 2027-2028. Thaum lub 18A node tseem tseem ceeb heev rau Intel cov khoom lag luam (xws li Panther Lake CPU), txwv tsis pub lwm tus neeg xav tau (txog tam sim no, tsuas yog Amazon, Microsoft, thiab US Department of Defense tau lees paub cov phiaj xwm siv nws) ua rau muaj kev txhawj xeeb txog nws txoj kev muaj peev xwm. Qhov kev txiav txim siab muaj peev xwm ua tau zoo txhais tau tias Intel tuaj yeem tawm ntawm kev lag luam dav dav ua ntej 14A txheej txheem tau pib. Txawm hais tias Intel thaum kawg xaiv tshem tawm cov txheej txheem 18A los ntawm nws cov khoom tsim khoom rau ntau yam kev siv thiab cov neeg siv khoom, lub tuam txhab tseem yuav siv 18A txheej txheem los tsim cov chips rau nws tus kheej cov khoom uas twb tau tsim rau cov txheej txheem ntawd. Intel tseem npaj siab ua kom tiav nws cov lus cog tseg txwv, suav nrog muab cov chips rau cov neeg siv khoom tau hais tseg.
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