I kōrero a John Pitzer, te tumuaki tuarua mō te rautaki umanga a Intel, mō te āhua o te wāhanga whakarewa o te kamupene i tēnei wā, ā, i whakapuaki i tōna hihiri mō ngā tukanga e haere ake nei me te putea tākai matatau o nāianei.
I tae atu tētahi tumuaki tuarua o Intel ki te Huihuinga Hangarau me te Matauranga Horihori o UBS hei matapaki i te ahunga whakamua o te hangarau tukatuka 18A a te kamupene. Kei te whakanui ake a Intel i te hanga o ana maramara Panther Lake, e tika ana kia tukuna mana i te 5 o Hānuere. Ko te mea nui ake, ko te reiti hua o te tukanga 18A he mea nui e whakatau ana mēnā ka taea e tēnei hangarau te kawe mai i ngā hua ki te wāhanga whakarewa. I whakakitea e te kaiwhakahaere o Intel kāore anō kia eke te reiti hua ki ngā taumata "tino pai", engari kua nui te ahunga whakamua mai i te wā i riro ai i a Lip-Bu Tan te tūranga Tumu Whakarae i te marama o Poutū-te-rangi o tēnei tau.
"Ki taku whakaaro kei te tīmata tātou te kite i ngā pānga o ēnei mahi, nā te mea kāore anō kia eke ngā hua ki ngā taumata e tumanakohia ana. E ai ki tā Dave i kōrero ai i te waeatanga whiwhinga moni, ka piki haere tonu ngā hua i roto i te wā. Heoi, kua kite kē tātou i te piki haere tonu o ngā hua i ia marama, he rite tonu ki te toharite o te umanga."
Hei whakautu i ngā kōrero mō te hiahia nui ki te pūnga tukanga 18A-P, i kī ngā kaiwhakahaere o Intel kua "tino pakeke" te kete whakawhanake tukanga (PDK), ā, ka hono anō a Intel ki ngā kiritaki o waho ki te aromatawai i ō rātou hiahia. Ka whakamahia ngā pūnga tukanga 18A-P me te 18A-PT i roto i ngā mākete o roto me waho, koinei tētahi o ngā take mō te hiahia nui o ngā kiritaki, nā te mea kua tino pai te ahunga whakamua o te whanaketanga PDK i te tīmatanga. Heoi, i tohu a Pitzer kāore te Ratonga Hanga-a-roto (IFS) a Intel e whakaatu i ngā mōhiohio kiritaki, engari e tatari ana kia whakaatu wawe ngā kiritaki i ā rātou mahere whakauru pūnga pea.
I te mea he iti rawa te kaha o te CoWoS, he nui te tūmanako o te hangarau tākai matatau mō te pakihi whakarewa a Intel. I whakaū tetahi kaiwhakahaere o Intel kua eke ētahi kiritaki tākai matatau ki ngā "hua pai," e tohu ana kei te whakaarohia ngā otinga tākai EMIB, EMIB-T, me Foveros hei huarahi kē atu ki ngā hua TSMC. I kī te kaiwhakahaere ko te whakapā atu a ngā kiritaki ki a Intel he hua nō te "pānga whānui," ā, kei te whai wāhi te kamupene ki ngā "kōrero rautaki."
"Āe. Ko tāku e kī nei, he tino harikoa mātou mō tēnei hangarau. Ina titiro whakamuri mātou ki tā mātou whanaketanga i roto i te ao o te tākai matatau, tata ki te 12 ki te 18 marama ki muri, i tino whakapono mātou ki tēnei pakihi, nā te mea i kite mātou i te tini o ngā kiritaki e rapu ana i tā mātou tautoko kaha nā te iti o te kaha o te CoWoS. He pono, tera pea i whakaitihia e mātou te kaha o tēnei pakihi."
"Ki taku whakaaro he mahi tino pai tā TSMC ki te whakanui ake i te kaha o CoWoS. Tērā pea kua iti ake tā mātou mahi ki te whakanui ake i te kaha o Foveros, ā, kāore i tutuki i a mātou ngā tumanakohanga. Engari ko te painga o tēnei, nā te mea i kawea mai he kiritaki ki a mātou, ā, i taea ai e mātou te neke i te kōrero mai i te taumata rautaki ki te taumata rautaki."
Kāore e tika ana te kī kua tino heke te hihiri mō te wāhanga whakarewa o Intel i whakaritea ki ētahi marama kua pahure. Koia te take i kōrero ai te tumuaki tuarua o Intel kāore anō kia tīmata ngā whiriwhiringa mō te wehenga atu o te wāhanga whakarewa. I tēnei wā, kei te whakaarohia e ngā kiritaki o waho ngā otinga maramara me te takai e tukuna ana e te Ratonga Whakarewa o Intel (IFS), koinei tētahi o ngā take e whakapono ana te whakahaere o Intel ka taea e te wāhanga whakarewa te whakapai ake i tōna āhuatanga.
Wā tuku: Hakihea-08-2025