10/24/2024, 01:29 PM UTC
英特尔与三星晶圆代工合作Intel-Samsung foundry collaboration
➀ 据报道，英特尔计划与三星在晶圆代工领域进行合作，这表明英特尔对明年获得工艺技术领导地位缺乏信心；➁ 两家公司都试图将GAA晶体管和背面电源交付集成到2nm工艺中，以挑战台积电；➂ 三星在实现商业化产量方面失败，正在推迟新生产设备的订单，而英特尔已订购了今年ASML制造的五台高数值孔径EUV光刻机中的全部五台。➀ Intel's reported move to discuss cooperation with Samsung in their foundry businesses suggests a lack of confidence in achieving process technology leadership next year; ➁ Both companies aimed to incorporate GAA transistors and backside power delivery into a 2nm process to challenge TSMC; ➂ Samsung failed to achieve commercially viable yields, delaying orders for new production machinery, while Intel has ordered all five of the high-NA EUV machines made this year.
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