01/20/2025, 06:25 AM UTC
英特尔追赶工艺技术的希望渺茫Intel’s process tech catch-up looks unlikely
➀ 在TSMC宣布其A16工艺将在2026年下半年进入大规模生产后，英特尔今年或明年超越TSMC在工艺技术上的希望受到挑战。
➁ 英特尔计划在2025年下半年开始提升其18A工艺，但预计要到2026年才会实现大规模生产，而TSMC预计将在2025年下半年在其等效的N2工艺上实现高产量生产。
➂ 随着潜在收购传闻和投资者对英特尔追赶工艺技术的挫败感，英特尔的情况看起来很不乐观。
➀ Intel's hopes of surpassing TSMC in process technology this year or next year have been challenged after TSMC announced that their A16 process will enter mass production in the second half of 2026.
➁ Intel plans to start ramping up its 18A process in H2 2025, but it suggests that volume production won't occur until 2026, while TSMC is expected to achieve high-volume production on its equivalent N2 process in H2 2025.
➂ With the potential acquisition rumors and investor frustration over Intel's struggle to catch up in process technology, the situation looks bleak for Intel.
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