Intel Principal Engineer: TSMC Deal a Mistake, Intel 18A is More Advanced, Has Early Adopters
02/19/2025, 08:02 PM UTC
英特尔高级工程师：台积电合作是错误，英特尔18A工艺更先进，已有早期用户Intel principal engineer: TSMC deal a mistake, Intel 18A is more advanced, has early adopters
➀ 英特尔高级工程师约瑟夫·博内蒂反对传闻中的台积电合作，声称英特尔18A工艺节点更先进且接近完成。
➁ 博内蒂提到，英特尔18A的早期用户包括微软和亚马逊。
➂ 他讨论了英特尔面临的挑战以及英特尔晶圆代工服务（IFS）因大量投资和缺乏主要外部合同而导致的亏损。
➀ Intel principal engineer Joseph Bonetti argues against a rumored TSMC deal, stating that Intel's 18A process node is more advanced and nearing completion.
➁ Bonetti mentions that early adopters of Intel 18A include Microsoft and Amazon.
➂ He discusses the challenges facing Intel and the unprofitability of Intel Foundry Services (IFS) due to large investments and the lack of major external contracts.
According to Intel principal engineer Joseph Bonetti, the rumored deal with TSMC is a mistake. He asserts that Intel's 18A process node is more advanced and is nearing completion, with early adopters such as Microsoft and Amazon already on board.
Bonetti's LinkedIn post, which has since been deleted, highlighted Intel's progress in semiconductor manufacturing. He mentioned that the Intel 18A process, which is set to power the upcoming Panther Lake CPUs, is almost ready for production.
He also addressed concerns that Intel 18A might be outperformed by TSMC's new N2 process node, noting that both use gate-all-around (GAA) transistors. However, he emphasized that Intel 18A has an additional advantage with backside power delivery.
Bonetti acknowledged the challenges ahead for Intel, including the unprofitability of Intel Foundry Services (IFS) due to significant investments and the absence of major external contracts. He also mentioned TSMC's roadmap, which points to its 2nm process node (N2) entering mass production in the second half of 2025, with large-scale production planned for 2026.
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