E ai ki ngā pūrongo, kei te whakaaro te Tumu Whakarae o Intel, a Lip-Bu Tan, ki te whakamutu i te whakatairanga i te tukanga hanga 18A a te kamupene (1.8nm) ki ngā kiritaki wheketere, engari me aro ki te tukanga hanga 14A o te whakatupuranga e whai ake nei (1.4nm) hei ngana ki te tiki ota mai i ngā kiritaki nui pēnei i a Apple me Nvidia. Mēnā ka puta tēnei nekehanga arotahi, koinei te wā tuarua karapīpiti kua whakahekehia e Intel āna kaupapa matua. Tērā pea ka pāngia te kamupene e te whakarerekētanga kua whakaarohia, ā, ka whakarerekē i te huarahi o te pakihi wheketere a Intel, ka ārahi i te kamupene ki te wehe atu i te mākete wheketere i ngā tau e haere ake nei. Kua whakamōhio mai a Intel ki a mātou ko ēnei mōhiohio he mea hanga mai i te whakapae mākete. Heoi, i whakaratohia e tētahi kaikorero ētahi atu tirohanga ki te mahere whanaketanga a te kamupene, kua tāpirihia e mātou ki raro nei. "Kāore mātou e kōrero mō ngā kōrero me ngā whakapae mākete," te kōrero a tētahi kaikorero a Intel ki a Tom's Hardware. "E ai ki tā mātou i kōrero ai i mua, kei te whakapau kaha mātou ki te whakapakari i tā mātou mahere whanaketanga, ki te mahi ki ā mātou kiritaki, me te whakapai ake i tō mātou āhua pūtea ā muri ake nei."
Mai i tana tīmatanga i te marama o Poutū-te-rangi, i pānuitia e Tan tētahi mahere whakaheke utu i te marama o Paenga-whāwhā, e matapaetia ana ka uru atu ki te whakakorenga o ngā kaimahi me te whakakorenga o ētahi kaupapa. E ai ki ngā pūrongo pāpāho, i te marama o Hune, ka tīmata ia ki te whakapuaki ki ōna hoa mahi ko te hiahia o te tukanga 18A—i hangaia hei whakaatu i ngā kaha hanga a Intel—kei te heke haere ki ngā kiritaki o waho, ā, ka whakapono ia he mea tika kia mutu te tuku a te kamupene i te 18A me tana putanga 18A-P whakarei ake ki ngā kiritaki wheketere.
Engari, i kī a Tan kia tohaina atu he rauemi hei whakaoti me te whakatairanga i te pona whakatupuranga hou a te kamupene, 14A, e tika ana kia rite mō te whakaputa mōrearea i te tau 2027, ā, mō te whakaputa papatipu i te tau 2028. I te mea kua tae ki te wā mō te 14A, kua tae ki te wā ki te tīmata whakatairanga i waenga i ngā kiritaki tuatoru pea o te kamupene whakarewa a Intel.
Ko te hangarau hanga 18A a Intel te pūnga tuatahi a te kamupene ki te whakamahi i ana transistors RibbonFET kuaha-katoa-a tawhio noa (GAA) o te whakatupuranga tuarua me te whatunga tuku hiko taha-muri PowerVia (BSPDN). He rerekē, ka whakamahia e 14A ngā transistors RibbonFET me te hangarau PowerDirect BSPDN, e tuku tika ana i te hiko ki te pūtake me te rerenga o ia transistor mā roto i ngā hononga motuhake, ā, kua rite ki te hangarau Turbo Cells mō ngā ara matua. Hei tāpiri, ko te 18A te hangarau hou tuatahi a Intel e hototahi ana ki ngā taputapu hoahoa tuatoru mō āna kiritaki wheketere.
E ai ki ngā tāngata o roto, ki te whakarērea e Intel ngā hoko o waho o te 18A me te 18A-P, me whakakore e ia he moni nui hei utu mō ngā piriona tāra e whakangaohia ana ki te whakawhanake i ēnei hangarau hanga. I runga i te āhua o te tatau i ngā utu whakawhanake, ka eke pea te whakakorenga whakamutunga ki ngā rau miriona, ki ngā piriona tāra rānei.
I te tuatahi i whakawhanakehia a RibbonFET me PowerVia mō te 20A, engari i te marama o Ākuhata i te tau kua hipa, i whakakorehia te hangarau mō ngā hua ā-roto kia arotahi ki te 18A mō ngā hua ā-roto me waho.
He tino māmā noa iho te take i muri i te nekehanga a Intel: mā te whakawhāiti i te maha o ngā kaihoko pea mō te 18A, ka taea e te kamupene te whakaiti i ngā utu whakahaere. Ko te nuinga o ngā taputapu e hiahiatia ana mō te 20A, 18A, me te 14A (haunga ngā taputapu EUV tuwhera nui) kei te whakamahia kētia i tana whare hanga D1D i Oregon me tana Fab 52 me te Fab 62 i Arizona. Heoi, ina oti te whakahaere mana o tēnei taputapu, me tatau e te kamupene āna utu whakahekenga uara. I te aroaro o ngā ota a te kiritaki tuatoru kāore i te tino mārama, mā te kore e whakamahi i tēnei taputapu ka taea e Intel te whakaiti i ngā utu. Hei tāpiri, mā te kore e tuku i te 18A me te 18A-P ki ngā kiritaki o waho, ka taea e Intel te penapena i ngā utu hangarau e pā ana ki te tautoko i ngā ara iahiko tuatoru i roto i te tauira, te whakaputa papatipu, me te whakaputa i ngā whare hanga Intel. He mārama, he whakapae noa iho tēnei. Heoi, mā te mutu o te tuku i te 18A me te 18A-P ki ngā kiritaki o waho, e kore e taea e Intel te whakaatu i ngā painga o āna pona hangahanga ki te whānuitanga o ngā kiritaki me ngā hoahoa rerekē, ka waiho mā rātou kotahi anake te kōwhiringa i roto i ngā tau e rua ki te toru e whai ake nei: te mahi tahi me TSMC me te whakamahi i te N2, N2P, tae noa ki te A16.
Ahakoa kua whakaritea a Samsung kia tīmata mana te hanga maramara i runga i tana pona SF2 (e mōhiotia ana ko SF3P) i muri mai i tēnei tau, e matapaetia ana ka noho whakamuri tēnei pona i te 18A a Intel me te N2 me te A16 a TSMC i runga i te mana, te mahi, me te horahanga. Ko te tikanga, kāore a Intel e whakataetae ki te N2 me te A16 a TSMC, ā, kāore rawa tēnei e āwhina i te whiwhi i te whakapono o ngā kaihoko pea ki ngā hua kē atu a Intel (pēnei i te 14A, 3-T/3-E, Intel/UMC 12nm, me ētahi atu). Kua whakakitea e ngā tāngata o roto kua tono a Tan ki ngā tohunga o Intel kia whakarite i tētahi tono hei matapaki mā te poari Intel i tēnei ngahuru. Tērā pea kei roto i te tono te aukati i te hainatanga o ngā kaihoko hou mō te tukanga 18A, engari i runga i te rahi me te uaua o te take, me tatari pea te whakatau whakamutunga kia hui anō te poari i muri mai i tēnei tau.
E ai ki ngā pūrongo, kua kore a Intel e kōrero mō ngā āhuatanga whakapae, engari kua whakaū ko ngā kaihoko matua mō te 18A ko āna wāhanga hua, e whakamahere ana ki te whakamahi i te hangarau hei whakaputa i te PTM pona Panther Lake mai i te tau 2025. Hei whakamutunga, ka whakamahia e ngā hua pēnei i a Clearwater Forest, Diamond Rapids, me Jaguar Shores te 18A me te 18A-P.
He iti te hiahia? He mea nui ngā mahi a Intel ki te kukume mai i ngā kiritaki nui o waho ki tana whare hangahanga mō tōna hurihanga, nā te mea ko ngā rahinga nui anake ka taea e te kamupene te whakahoki mai i ngā utu o ngā piriona kua pau i a ia ki te whakawhanake i ana hangarau tukatuka. Heoi, i tua atu i a Intel tonu, ko Amazon, Microsoft, me te Tari Tiaki o Amerika anake kua whakaū mana i ngā mahere ki te whakamahi i te 18A. E whakaatu ana ngā pūrongo kei te whakamātautau hoki a Broadcom me Nvidia i te hangarau tukatuka hou a Intel, engari kāore anō kia whakaae ki te whakamahi mō ngā hua tuturu. Ki te whakataurite ki te N2 a TSMC, he painga nui tō te 18A a Intel: e tautoko ana i te tuku hiko o muri, he mea tino whai hua mō ngā tukatuka mana-teitei e aro ana ki ngā tono AI me te HPC. Ko te tukatuka A16 a TSMC, he rite ki te reera mana nui (SPR), e tika ana kia uru ki te hanga papatipu i te mutunga o te tau 2026, ko te tikanga ka mau tonu te painga o te 18A ki te tuku hiko o muri mō Amazon, Microsoft, me ētahi atu kiritaki pea mō tētahi wā. Heoi, e tika ana kia tukuna e N2 he kiato transistor teitei ake, e whai hua ana ki te nuinga o ngā hoahoa maramara. Hei tāpiritanga, ahakoa kua whakamahia e Intel ngā maramara Panther Lake i tana wheketere D1D mō ētahi hauwhā (nō reira, kei te whakamahi tonu a Intel i te 18A mō te whakaputa mōrearea), i tīmata ana Fab 52 me Fab 62 nui-rahi ki te whakamahi i ngā maramara whakamātautau 18A i te marama o Poutū-te-rangi o tēnei tau, ko te tikanga kāore rātou e tīmata ki te whakaputa maramara arumoni tae noa ki te mutunga o te tau 2025, i te tīmatanga rānei o te tau 2025. Ko te tikanga, kei te hiahia ngā kiritaki o waho o Intel ki te whakaputa i ā rātou hoahoa i roto i ngā wheketere nui-rahi i Arizona, kaua ki ngā wheketere whakawhanake i Oregon.
Hei whakarāpopototanga, kei te whakaaro te Tumu Whakarae o Intel, a Lip-Bu Tan, ki te whakamutu i te whakatairanga i te tukanga hanga 18A a te kamupene ki ngā kiritaki o waho, engari me aro ki te pona hanga 14A o te whakatupuranga e whai ake nei, me te whai kia kukume mai i ngā kiritaki nui pēnei i a Apple me Nvidia. Tērā pea ka puta he whakahekenga nui i tēnei nekehanga, nā te mea kua haumi a Intel i ngā piriona tāra ki te whakawhanake i ngā hangarau tukanga 18A me te 18A-P. Mā te neke arotahi ki te tukanga 14A ka āwhina pea ki te whakaiti i ngā utu me te whakarite pai ake mō ngā kiritaki tuatoru, engari ka taea hoki te whakakore i te whakapono ki ngā kaha o te whare hanga a Intel i mua i te whakaurunga o te tukanga 14A ki te whakaputa i te tau 2027-2028. Ahakoa he mea nui tonu te pona 18A mō ngā hua a Intel ake (pēnei i te PTM Panther Lake), ko te iti o te tono a te hunga tuatoru (tae noa ki tēnei wā, ko Amazon, Microsoft, me te Tari Tiaki o Amerika anake kua whakaū i ngā mahere ki te whakamahi) ka ara ake ngā āwangawanga mō tōna oranga. Ko te tikanga o tēnei whakatau pea ka puta pea a Intel i te mākete whānui o te whare hanga i mua i te whakarewatanga o te tukanga 14A. Ahakoa ka tangohia e Intel te tukanga 18A mai i āna tuku wheketere mō te whānuitanga o ngā tono me ngā kiritaki, ka whakamahia tonutia e te kamupene te tukanga 18A hei whakaputa maramara mō āna ake hua kua hoahoatia kētia mō taua tukanga. Kei te hiahia hoki a Intel ki te whakatutuki i āna ota iti kua whakaritea, tae atu ki te tuku maramara ki ngā kiritaki kua whakahuatia ake nei.
Wā tuku: Hurae-21-2025