Ngokweengxelo, i-Intel CEO u-Lip-Bu Tan ucinga ngokuyeka ukukhuthaza inkqubo yokuvelisa ye-18A yenkampani (1.8nm) kubathengi base-Foundry kwaye endaweni yoko igxininise kwinkqubo yokuvelisa i-14A yesizukulwana (1.4nm) kwiinzame zokukhusela ii-odolo ezivela kubathengi abakhulu abafana ne-Apple kunye ne-Nvidia. Ukuba olu tshintsho kugxininiso lwenzeka, luya kuphawula ixesha lesibini elilandelelanayo i-Intel ithoba izinto eziphambili. Uhlengahlengiso olucetywayo lunokuba nefuthe elibalulekileyo lezemali kwaye luguqule umkhondo weshishini le-Intel's foundry, ekhokelela ngokufanelekileyo inkampani ukuba iphume kwimarike yesiseko kwiminyaka ezayo. I-Intel isixelele ukuba olu lwazi lusekwe kwintelekelelo yentengiso. Nangona kunjalo, isithethi sinikezele ngeminye imibono eyongezelelweyo kwindlela yophuhliso yenkampani, esiyifake ngezantsi. "Asiphawuli ngamahemuhemu entengiso kunye noqikelelo," isithethi seIntel sixelele uTom's Hardware. "Njengoko besesitshilo ngaphambili, sizimisele ukuqinisa imephu yendlela yophuhliso, ukukhonza abathengi bethu, kunye nokuphucula imeko yethu yemali yexesha elizayo."
Ukususela ekuthatheni isikhundla ngo-Matshi, u-Tan ubhengeze isicwangciso sokunciphisa iindleko ngo-Epreli, okulindeleke ukuba kubandakanye ukudilizwa kunye nokucinywa kweeprojekthi ezithile. Ngokweengxelo zeendaba, ngoJuni, waqala ukwabelana noogxa bakhe ukuba isibheno senkqubo ye-18A-eyenzelwe ukubonisa amandla okuvelisa i-Intel-yayihla kubathengi bangaphandle, okukhokelela ekubeni akholelwe ukuba kunengqiqo ukuba inkampani iyeke ukubonelela nge-18A kunye nenguqulo yayo ephuculweyo ye-18A-P kubaxhasi abasisiseko.
Endaweni yoko, uTan ucebise ukuba kwabiwe izixhobo ezingakumbi ukugqiba nokukhuthaza isizukulwana esilandelayo senkampani, i-14A, ekulindeleke ukuba ilungele ukuveliswa komngcipheko ngo-2027 kunye nokuveliswa kobuninzi ngo-2028. Ngokunikezelwa kwexesha le-14A, ngoku lixesha lokuqalisa ukuyikhuthaza phakathi kwabathengi be-Intel Foundry beqela lesithathu.
Itekhnoloji yokuvelisa ye-Intel's 18A yindawo yokuqala yenkampani ukusebenzisa isizukulwana sayo sesibini seRibbonFET isango-jikelele (GAA) transistors kunye ne-PowerVia-side-side power network network (BSPDN). Ngokwahlukileyo koko, i-14A isebenzisa i-RibbonFET transistors kunye ne-PowerDirect BSPDN iteknoloji, ehambisa amandla ngokuthe ngqo kumthombo kunye ne-drain ye-transistor nganye ngoqhagamshelwano oluzinikeleyo, kwaye ixhotyiswe nge-Turbo Cells ubuchwepheshe kwiindlela ezibalulekileyo. Ukongeza, i-18A yitekhnoloji yokuqala ye-Intel yokusika ehambelana nezixhobo zoyilo zomntu wesithathu kubathengi bayo abasisiseko.
Ngokwabangaphakathi, ukuba i-Intel iyayishiya intengiso yangaphandle ye-18A kunye ne-18A-P, kuya kufuneka ibhale isixa esikhulu ukuphelisa iibhiliyoni zeedola etyalwe ekuphuhliseni obu buchwepheshe bokuvelisa. Ngokuxhomekeke kwindlela ezibalwa ngayo iindleko zophuhliso, ukucinywa kokugqibela kunokufikelela kumakhulu ezigidi okanye kwiibhiliyoni zeedola.
I-RibbonFET kunye ne-PowerVia zaqale zaphuhliswa kwi-20A, kodwa ngo-Agasti ophelileyo, iteknoloji yachithwa kwiimveliso zangaphakathi ukuba zigxininise kwi-18A kwiimveliso zangaphakathi nangaphandle.
Ingqiqo emva kokuhamba kwe-Intel inokuba lula: ngokunciphisa inani labathengi abanokubakho kwi-18A, inkampani inokunciphisa iindleko zokusebenza. Uninzi lwezixhobo ezifunekayo kwi-20A, 18A, kunye ne-14A (ngaphandle kwezixhobo ze-EUV zokuvula amanani aphezulu) sele zisetyenziswa kwi-D1D fab yayo e-Oregon kunye ne-Fab 52 yayo kunye ne-Fab 62 e-Arizona. Nangona kunjalo, xa esi sixhobo sisebenza ngokusemthethweni, inkampani kufuneka iphendule ngeendleko zayo zokuhla. Ebusweni bokungaqiniseki kwemiyalelo yabathengi bomntu wesithathu, ukungasebenzisi esi sixhobo kunokuvumela i-Intel ukuba icuthe iindleko. Ngaphaya koko, ngokungaboneleli nge-18A kunye ne-18A-P kubathengi bangaphandle, i-Intel inokonga kwiindleko zobunjineli ezinxulumene nokuxhasa iisekethe zeqela lesithathu kwisampulu, imveliso yobuninzi, kunye nemveliso kwii-Intel fabs. Ngokucacileyo, oku yintelekelelo nje. Nangona kunjalo, ngokuyeka ukubonelela nge-18A kunye ne-18A-P kubathengi bangaphandle, i-Intel ayizukwazi ukubonisa iingenelo zeendawo zayo zokuvelisa kuluhlu olubanzi lwabathengi abanoyilo olwahlukeneyo, bebashiya benenketho enye kuphela kwiminyaka emibini ukuya kwemithathu ezayo: ukusebenzisana ne-TSMC kunye nokusebenzisa i-N2, i-N2P, okanye i-A16.
Ngelixa i-Samsung isetelwe ukuqalisa ngokusesikweni ukuveliswa kwe-chip kwi-SF2 yayo (ekwaziwa ngokuba yi-SF3P) kamva kulo nyaka, le node kulindeleke ukuba ibe ngasemva kwe-Intel's 18A kunye ne-TSMC's N2 kunye ne-A16 ngokwamandla, ukusebenza, kunye nommandla. Ngokusisiseko, i-Intel ayizukukhuphisana ne-TSMC's N2 kunye ne-A16, engancediyo ekuphumeleleni ukuzithemba kwabathengi abanokubakho kwezinye iimveliso ze-Intel (ezinje nge-14A, 3-T/3-E, Intel/UMC 12nm, njl.). Abangaphakathi baveze ukuba uTan ucele iingcali ze-Intel ukuba zilungiselele isindululo sokuxoxa nebhodi ye-Intel ngokuwa. Isindululo singabandakanya ukumisa ukusayinwa kwabathengi abatsha kwinkqubo ye-18A, kodwa kunikwe umlinganiselo kunye nobunzima bomcimbi, isigqibo sokugqibela sinokulinda de ibhodi idibane kwakhona kamva kulo nyaka.
I-Intel ngokwayo ibike ukuba yalile ukuxoxa ngeemeko ezicingelwayo kodwa yaqinisekisa ukuba abathengi abaphambili be-18A ibe ngamacandelo ayo emveliso, eceba ukusebenzisa iteknoloji ukuvelisa i-laptop ye-Panther Lake eqala ngo-2025. Ekugqibeleni, iimveliso ezifana ne-Clearwater Forest, i-Diamond Rapids, kunye ne-Jaguar Shores ziya kusebenzisa i-18A kunye ne-18A-P.
Imfuno elinganiselweyo? Iinzame ze-Intel zokutsala abathengi abakhulu bangaphandle kwisiseko sayo zibalulekile ekuguqukeni kwayo, njengoko kuphela umthamo ophezulu oya kuvumela inkampani ukuba ibuyise iindleko zeebhiliyoni ezichithile ekuphuhliseni itekhnoloji yenkqubo yayo. Nangona kunjalo, ngaphandle kwe-Intel ngokwayo, kuphela i-Amazon, iMicrosoft, kunye neSebe lezoKhuselo lase-US liqinisekise ngokusemthethweni izicwangciso zokusebenzisa i-18A. Iingxelo zibonisa ukuba i-Broadcom kunye ne-Nvidia bavavanya itekhnoloji yenkqubo ye-Intel yamva nje, kodwa abakazibophelele ekuyisebenziseni kwiimveliso zokwenyani. Xa kuthelekiswa ne-N2 ye-TSMC, i-Intel's 18A inenzuzo ephambili: ixhasa unikezelo lwamandla ngasemva, oluluncedo ngakumbi kwiiprosesa zamandla aphezulu ezijolise kwizicelo ze-AI kunye ne-HPC. Iprosesa ye-TSMC ye-A16, exhotyiswe ngololiwe wamandla amakhulu (SPR), kulindeleke ukuba ingene kwimveliso yobuninzi ekupheleni kuka-2026, oku kuthetha ukuba i-18A iya kugcina inzuzo yayo yonikezelo lwamandla ngasemva e-Amazon, iMicrosoft, kunye nabanye abathengi abanokubakho kangangexesha elithile. Nangona kunjalo, i-N2 kulindeleke ukuba ibonelele ngokuxinana okuphezulu kwe-transistor, okuxhamla uninzi loyilo lwe-chip. Ukongeza, ngelixa i-Intel ibiqhuba iitshiphusi zePanther Lake kwindawo yayo ye-D1D kwiikota ezininzi (ngaloo ndlela, i-Intel isasebenzisa i-18A kwimveliso yomngcipheko), i-Fab yayo ephezulu ye-52 kunye ne-Fab 62 yaqala ukuqhuba iitshiphusi zovavanyo ze-18A ngoMatshi walo nyaka, okuthetha ukuba abayi kuqalisa ukuvelisa iitshiphusi zorhwebo kude kube sekupheleni kuka-2025, okanye ngaphezulu, abathengi bangaphandle abanomdla kwi-Intel 2025 ngokuchanekileyo. uyilo kwiifektri ezinomthamo omkhulu e-Arizona endaweni yophuhliso lwempahla e-Oregon.
Isishwankathelo, i-Intel CEO u-Lip-Bu Tan ucinga ngokumisa ukukhuthazwa kwenkqubo yokuvelisa ye-18A yenkampani kubathengi bangaphandle kwaye endaweni yoko igxininise kwisizukulwana esilandelayo se-14A ye-node yemveliso, ejonge ukutsala abathengi abakhulu abafana ne-Apple kunye ne-Nvidia. Eli nyathelo linokubangela ukubhalwa okubalulekileyo, njengoko i-Intel ityale iibhiliyoni ekuphuhliseni iteknoloji yenkqubo ye-18A kunye ne-18A-P. Ukutshintsha ukugxila kwinkqubo ye-14A kunokunceda ukunciphisa iindleko kunye nokulungiselela ngcono abathengi beqela lesithathu, kodwa kunokujongela phantsi ukuzithemba kubuchule be-Intel bokusungula ngaphambi kokuba inkqubo ye-14A isetelwe ukungena kwimveliso ngo-2027-2028. Ngelixa indawo ye-18A ihlala ibalulekile kwiimveliso ze-Intel (ezinje ngePanther Lake CPU), imfuno elinganiselweyo yomntu wesithathu (ukuza kuthi ga ngoku, yiAmazon kuphela, iMicrosoft, kunye neSebe lezoKhuselo lase-US eziqinisekisile izicwangciso zokuyisebenzisa) iphakamisa inkxalabo malunga nokusebenza kwayo. Esi sigqibo sinokubakho sithetha ukuba i-Intel inokuphuma kwimarike yesiseko ebanzi ngaphambi kokuba kuqaliswe inkqubo ye-14A. Nokuba i-Intel ekugqibeleni ikhetha ukususa inkqubo ye-18A kwizibonelelo zayo ezisisiseko zoluhlu olubanzi lwezicelo kunye nabathengi, inkampani isasebenzisa inkqubo ye-18A ukuvelisa iitshiphusi kwiimveliso zayo esele ziyilelwe loo nkqubo. I-Intel ikwajonge ukuzalisekisa ii-odolo zayo ezizibophelele ezilinganiselweyo, kubandakanya nokubonelela ngeetships kubathengi abakhankanywe ngasentla.
Ixesha lokuposa: Jul-21-2025