Shulou(Shulou.com)11/24 Report--

Thanks to CTOnews.com netizen OC_Formula for the clue delivery! CTOnews.com, September 10, Intel previously announced a partnership with Arm to optimize Arm IP in the Intel 18A process to further reduce the cost and risk of Arm IP customers adopting Intel 18A.

Guo Mingyi's latest survey shows that the cooperation between Arm and Intel is not limited to advanced process optimization. Arm is likely to become a customer of Intel 18A, which means that Intel will use 18A to produce ARM's own chips.

Of course, since there is no baseband IP, and considering existing smartphone customers (such as Apple, Qualcomm, etc.), Arm chips will probably not involve mobile phones.

Guo Mingyi believes that if the shipments of Arm's own chips go well, it will help Intel's foundry business and attract orders from other customers, especially in HPC / pure computing applications.

CTOnews.com previously reported that Intel CEO Pat Gelsinger talked about Intel's product route and technology evolution at a Deutsche Bank technology conference earlier this month. He expects the Intel 18A to be listed in 2025, and customers are already paying in advance.

"I want to say that I just went to Oregon with our technology development team yesterday and it's going well. We think we're on the right track with Intel 18A. For OEM customers, they need reliable PDK. They need to believe that we can do that. Our interest in this area is growing and going very well."

"We believe the Intel 18A will be in production by the end of next year, putting us in a leading position in 2025. Our internal products, such as Clearwater Forest, are progressing smoothly, and our next generation of customer products are in the late design stage, as are our contract manufacturing customers."

"now, we have received a large amount of 18A capacity prepaid from our customers. customers have enough confidence in us that they have chosen to inject capital to speed up our 18A capacity. We are very happy about this. Overall, as we said, everything is progressing steadily. Customers' prepayments have indeed painted a heavy touch on the development momentum and manufacturing capacity of 18A."

"TSMC has established a market, and we are TSMC customers. So I am well aware of their wafer cost, wafer average sales price, and the N2 budget they present to their N5 customers and N3 customers. We know what the goal is."

Intel said the Intel 18A, the last node of Intel's "four-year five process nodes" program, is steadily moving forward with internal and external test chips as planned and is expected to be ready for production in the second half of 2024 and launch in 2025.

Intel said that more than five internal products are currently being developed based on the latest Intel 18A process node, and the Intel 18A is expected to be available in 2025. The next-generation energy-efficient core Intel Xeon scalable processor codenamed Clearwater Forest is scheduled to be delivered in 2025 using the Intel 18A process.

In terms of contract manufacturing, the Intel 18A process node will initially increase production through Intel's internal products, so that various problems in the process can be properly solved, thus reducing the risk of the new process to a large extent for Intel's external customers. A few days ago, Intel announced that it has signed a multi-generation cooperation agreement with Synaptics to deepen its long-term strategic partnership in the field of semiconductor IP and EDA (Electronic Design Automation) to jointly develop an IP product portfolio based on Intel 3 and Intel 18A process nodes for Intel OEM customers. Previously, Arm has signed an agreement with Intel OEM for multi-generation cutting-edge system chip design, enabling chip designers to use Intel 18A to develop low-power computing system-on-chip (SoC). Intel will also use Intel 18A to build customized 5G system-on-chip chips for Swedish telecom equipment company Ericsson.

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