UJohn Pitzer, usekela mongameli weqhinga lenkampani ye-Intel, uxoxe ngemeko yangoku yecandelo le-foundry yenkampani waza wavakalisa ithemba malunga neenkqubo ezizayo kunye nepotifoliyo yokupakisha ephucukileyo yangoku.
Usekela mongameli we-Intel uye kwiNgqungquthela ye-UBS Global Technology and Artificial Intelligence ukuxoxa ngenkqubela phambili yetekhnoloji yenkqubo ye-18A ezayo yenkampani. I-Intel okwangoku inyusa imveliso yeetships zayo zePanther Lake, ezilindeleke ukuba zikhutshwe ngokusesikweni nge-5 kaJanuwari. Okubaluleke ngakumbi, izinga lemveliso yenkqubo ye-18A yinto ephambili egqiba ukuba le teknoloji ingazisa inzuzo na kwicandelo le-foundry. Umphathi we-Intel utyhile ukuba izinga lemveliso alikafikeleli kumanqanaba "aphezulu", kodwa kwenziwe inkqubela phambili ebalulekileyo ukusukela oko uLip-Bu Tan wathatha isikhundla sokuba yi-CEO ngoMatshi walo nyaka.
"Ndikholelwa ukuba siqala ukubona imiphumo yale milinganiselo, njengoko isivuno singekafikeleli kumanqanaba esiwalindeleyo. Njengoko uDave etshilo kwisicelo sengeniso, isivuno siya kuqhubeka siphucuka ngokuhamba kwexesha. Nangona kunjalo, sele sibone isivuno sisanda ngokuthe chu inyanga nenyanga, nto leyo ehambelana nomndilili weshishini."
Ukuphendula amarhe okuba kukho umdla omkhulu kwi-18A-P process node, abaphathi be-Intel bathi i-process development kit (PDK) "ivuthiwe kakhulu," kwaye i-Intel iya kuphinda iqhagamshelane nabathengi bangaphandle ukuvavanya umdla wabo. Ii-process node ze-18A-P kunye ne-18A-PT ziya kusetyenziswa kwiimarike zangaphakathi nezangaphandle, nto leyo engenye yezizathu zokuba kukho umdla omkhulu kubathengi, njengoko uphuhliso lwe-PDK lwasekuqaleni luqhube kakuhle kakhulu. Nangona kunjalo, uPitzer ubonise ukuba i-Intel's In-House Foundry Service (IFS) ayizukutyhila ulwazi lwabathengi, kodwa ilinde abathengi ukuba batyhile ngenkuthalo izicwangciso zabo zokwamkelwa kwee-node.
Ngenxa yobunzima beCoWoS, iteknoloji yokupakisha ephucukileyo inesithembiso esikhulu kwishishini le-Intel lokwakha izinto ezintsha. Umphathi we-Intel uqinisekisile ukuba abanye abathengi bokupakisha abaphucukileyo bafumene "iziphumo ezilungileyo," nto leyo ebonisa ukuba izisombululo zokupakisha ze-EMIB, EMIB-T, kunye ne-Foveros zithathwa njengezinye iindlela endaweni yeemveliso ze-TSMC. Umphathi uthe abathengi abaqhagamshelana ne-Intel ngokukhutheleyo sisiphumo "sesiphumo sokuchitheka," kwaye inkampani okwangoku ibandakanyeka "kwiingcebiso ezicwangcisiweyo."
"Ewe. Oko ndikutshoyo kukuba, sivuya kakhulu ngale teknoloji. Xa sijonga emva kuphuhliso lwethu kwicandelo lokupakisha okuphucukileyo, malunga neenyanga ezili-12 ukuya kwezili-18 ezidlulileyo, besiqinisekile kakhulu kweli shishini, kuba sibone abathengi abaninzi befuna inkxaso yethu yamandla ngenxa yemida yamandla eCoWoS. Inene, sisenokuba siwajongele phantsi amandla ale shishini."
"Ndicinga ukuba i-TSMC yenze umsebenzi obalaseleyo ekwandiseni amandla eCoWoS. Sisenokuba siphazamile kancinci ekwandiseni amandla eFoveros saza sahluleka ukuhlangabezana nolindelo lwethu. Kodwa inzuzo yoku kukuba isizisele abathengi kwaye yasenza sakwazi ukuhambisa ingxoxo ukusuka kwinqanaba lobuchule ukuya kwinqanaba leqhinga."
Bekuya kuba yinto engachanekanga ukuthi ithemba elijikeleze icandelo le-Intel's foundry linciphile kakhulu xa kuthelekiswa neenyanga ezimbalwa ezidlulileyo. Yiyo loo nto usekela mongameli we-Intel ekhankanye ukuba iingxoxo malunga nokuqala kwecandelo le-foundry azikaqali. Okwangoku, abathengi bangaphandle bacinga ngezisombululo ze-chip kunye nokupakisha ezinikezelwa yi-Intel's Foundry Service (IFS), nto leyo engenye yezizathu zokuba abaphathi be-Intel baqiniseke ukuba icandelo le-foundry linokuyiphucula imeko yalo.
Ixesha leposi: Disemba-08-2025