John Pitzer, wachiwiri kwa purezidenti wa Intel pankhani ya njira zamakampani, adakambirana za momwe kampaniyo ilili pakadali pano ndipo adawonetsa chiyembekezo cha njira zomwe zikubwera komanso momwe zinthu zikuyendera pakali pano.
Wachiwiri kwa purezidenti wa Intel adapita ku Msonkhano wa UBS Global Technology and Artificial Intelligence kuti akakambirane za kupita patsogolo kwa ukadaulo wa 18A womwe ukubwera wa kampaniyo. Pakadali pano Intel ikuwonjezera kupanga ma chips ake a Panther Lake, omwe akuyembekezeka kutulutsidwa mwalamulo pa Januware 5. Chofunika kwambiri, kuchuluka kwa zokolola za 18A ndi chinthu chofunikira kwambiri chomwe chimatsimikizira ngati ukadaulo uwu ungabweretse phindu ku gawo la foundationry. Mtsogoleri wa Intel adavumbulutsa kuti kuchuluka kwa zokolola sikunafike pamlingo "wabwino", koma kupita patsogolo kwakukulu kwachitika kuyambira pomwe Lip-Bu Tan adatenga udindo wa CEO mu Marichi chaka chino.
"Ndikukhulupirira kuti tayamba kuona zotsatira za njira izi, chifukwa zokolola sizinafike pamlingo womwe tinkayembekezera. Monga momwe Dave adanenera pa pempho la ndalama, zokolola zipitilizabe kukula pakapita nthawi. Komabe, tawona kale zokolola zikuwonjezeka pang'onopang'ono mwezi ndi mwezi, zomwe zikugwirizana ndi avareji ya makampani."
Poyankha mphekesera za chidwi chachikulu mu 18A-P process node, akuluakulu a Intel adati process development kit (PDK) ndi "yokhwima kwambiri," ndipo Intel iyambiranso kukambirana ndi makasitomala akunja kuti aone chidwi chawo. 18A-P ndi 18A-PT process nodes zidzagwiritsidwa ntchito m'misika yamkati ndi yakunja, chomwe ndi chimodzi mwa zifukwa zomwe zimapangitsa chidwi cha ogula kukhala cholimba, chifukwa chitukuko choyambirira cha PDK chapita patsogolo bwino kwambiri. Komabe, Pitzer adati Intel's In-House Foundry Service (IFS) sidzaulula zambiri za makasitomala, koma m'malo mwake ikudikira kuti makasitomala awulule mwachangu mapulani awo ogwiritsira ntchito ma node.
Popeza CoWoS ili ndi vuto lalikulu, ukadaulo wapamwamba wopaka ma CD uli ndi chiyembekezo chachikulu pa bizinesi ya Intel yopanga ma foundation. Mkulu wa Intel adatsimikiza kuti makasitomala ena apamwamba opaka ma CD apeza "zotsatira zabwino," zomwe zikusonyeza kuti mayankho a EMIB, EMIB-T, ndi Foveros akuonedwa ngati njira zina m'malo mwa zinthu za TSMC. Mkuluyo adati makasitomala omwe amalumikizana ndi Intel mwachangu ndi chifukwa cha "zotsatira zoyipa," ndipo kampaniyo pakadali pano ikuchita "upangiri wanzeru."
"Inde. Chimene ndikutanthauza n'chakuti, tikusangalala kwambiri ndi ukadaulo uwu. Poganizira za chitukuko chathu pantchito yokonza zinthu zapamwamba, pafupifupi miyezi 12 mpaka 18 yapitayo, tinali otsimikiza mtima kwambiri mu bizinesi iyi, makamaka chifukwa tinaona makasitomala ambiri akufuna thandizo lathu chifukwa cha kuchepa kwa mphamvu za CoWoS. Kunena zoona, mwina tinachepetsa mphamvu za bizinesi iyi."
"Ndikuganiza kuti TSMC yachita bwino kwambiri pokweza mphamvu za CoWoS. Mwina talephera pang'ono kukweza mphamvu za Foveros ndipo sitinakwaniritse zomwe tinkayembekezera. Koma ubwino wa izi ndikuti zatibweretsera makasitomala ndipo zatithandiza kusuntha zokambirana kuchokera pamlingo wankhondo kupita pamlingo wanzeru."
Sizingakhale zoona kunena kuti chiyembekezo chokhudza gawo la mafakitale a Intel chatsika kwambiri poyerekeza ndi miyezi ingapo yapitayo. Ichi ndichifukwa chake wachiwiri kwa purezidenti wa Intel adanena kuti zokambirana zokhudzana ndi gawo la mafakitale sizinayambebe. Pakadali pano, makasitomala akunja akuganizira njira zothetsera chip ndi ma phukusi zomwe zimaperekedwa ndi Intel's Foundry Service (IFS), chomwe ndi chimodzi mwa zifukwa zomwe oyang'anira Intel ali ndi chidaliro kuti gawo la mafakitale likhoza kukonza zinthu zake.
Nthawi yotumizira: Dec-08-2025