- Inkqubo yokuvelisa ye-Intel ye-18A ibonisa isivuno esiphantsi kakhulu kwimveliso yeetshiphusi zePanther Lake.
- Kuphela i-5% ukuya kwi-10% yeetshiphusi ihlangabezana nemigangatho yomgangatho ofunekayo, kude ne-70% efunekayo ukuya kwi-80%.
- Le miba yobugcisa inokuchaphazela izicwangciso ze-Intel kunye nekamva layo ngokuchasene nabakhuphisana nabo njenge-TSMC kunye ne-Samsung.
- Inkampani iqinisekile ngokuphucula ngokuthe ngcembe iziphumo, kodwa uxinzelelo kunye nokungaqiniseki kwishishini kuhlala kuphezulu.
Iingxaki kwi ukwenziwa kweetshiphu eziphambili babangela intloko yokwenyani e-Intel. Inkampani yaseMelika, etyale iibhiliyoni kwitekhnoloji yenkqubo ye-18A ukuze iphinde ifumane ukukhokela kwayo kwi-TSMC, idibene nobunzima obungalindelekanga kuphuhliso kunye nokuveliswa kwesizukulwana esitsha sePanther Lake processors. Ishishini lijonge ngeliso elibukhali kuba impumelelo yale projekthi inokugqiba ngekamva le-Intel kwicandelo le-semiconductor elikhuphisanayo.
I-18A node, apho ezi chips zitsha zisekwe khona, imele ukuzibophelela kobuchule be-Intel ngenjongo ukuvala umsantsa weteknoloji obahlulayo kwiintshaba zabo zaseAsia. Kodwa iimvavanyo zakwangoko kunye nedatha yangaphakathi yenze kwacaca ubungakanani bemingeni yobugcisa. Iziphumo ezinemveliso, okanye 'isivuno', zikude kwizinto ezinokuba yinzuzo kwinkampani, ziphembelela amathandabuzo malunga nokukwazi kwe-Intel ukuhlangabezana nezicwangciso zayo zexesha elifutshane kunye nexesha eliphakathi.
Ukusebenza kuphantsi kakhulu kunoko bekulindelekile
Imithombo ekufutshane ne-Intel kunye nokuvuza okuhlukeneyo kubonisa ukuba kunqabile phakathi kwama-5% kunye ne-10% Iitshiphusi ezenziwe kusetyenziswa inkqubo ye-18A zidibana nemigangatho yobulunga obuncinci. Eli nani likude kumda wengeniso yesiqhelo yoshishino ephakathi kwama-70% nama-80%. Esi sivuno siphantsi sithetha ukuba Uninzi lweeyunithi eziveliswayo zineziphene, eyenza nzima kakhulu ukuthengiswa kwayo kwaye isoyikise ukusebenza kwemali yeprojekthi.
Iingcali kunye nabahlalutyi babonisa ukuba izinga lesiphako lifikelela kumaxesha amathathu aphezulu koko kujongwa njengesiqhelo kwimveliso yeetshiphu ezinkulu. Le meko sele ibangele ulibaziseko xa kuthelekiswa nemephu yendlela yokuqala kwaye kudala ukungaqiniseki malunga nokuba inkampani iya kukwazi na ukwenza isikali semveliso ngaphandle kokwenza ilahleko okanye, ubuncinci, ngengeniso encinci yengeniso.
Inkampani ngokwayo ikuthintele ukunika idatha ethile esemthethweni malunga nokusebenza, nangona ivakalise ukuzithemba ukuba le ndlela ilungile kwaye ukusebenza kakuhle kuya kuphucuka ngokuthe ngcembe inyanga nenyanga. I-CFO ye-Intel, uDavid Zinsner, uye wagxininisa ukuba ezi ntlobo zeenkqubo zihlala ziqala ngamanani aphantsi, kodwa ukholelwa ukuba injongo ihlala inokwenzeka kunyaka ozayo.
Inkqubo ye-18A: amabhongo angazange abonwe ngaphambili kunye nemingcipheko ephezulu
Ukuqaliswa kwenkqubo ye-18A kuthetha ukuba i-Intel a inguqu yangaphakathi yobugcisa kunye nombuthoLe node yazisa isizukulwana esilandelayo se-transistors kunye nenkqubo entsha yonikezelo lwamandla, eyongeza ubunzima obongezelelweyo kwiinkqubo zokwenziwa kwemveli. Ngelixa lo mtsi wobugcisa wenzelwe ukucela umngeni kwi-TSMC's hegemony kunye nokutsala abathengi abatsha kwishishini lesiseko, Ixabiso lokuhlawula libe yimbonakalo yeempazamo ezininzi kwiibhetshi zokuqala.
Imingeni iyaphindaphindeka ngenxa ye uxinzelelo lokuphuhlisa nokusungula izinto ezintsha ezininzi ngaxeshanye, okwandisa umngcipheko weempazamo ezibalulekileyo kunye nokulibaziseka kwenkqubo yokuphucula. Abangaphakathi kwimizi-mveliso bagxininisa ukuba oku kusilela kuqhelekile xa kusaziswa itekhnoloji ephazamisayo, kodwa eyona nto iphambili iya kuba kukubona ukuba iziphumo zinokuphucuka ngokwaneleyo na ukuqinisekisa ukuba iprojekthi inenzuzo kunye nokuqhubekeka.
Abaphathi be-Intel baye baxhamla kulo lonke uqhagamshelwano lwabo lokubonelela kwaye babiza iingcali eziphezulu ukuba zilungelelanise imigca yazo yemveliso. Nangona kunjalo, ukubuyisela kwakhona akuyi kuzenzekela, kwaye kusekho amathandabuzo afanelekileyo malunga nokuba amanqanaba okusebenza ayimfuneko aya kufezekiswa kwixesha elilindelekileyo.
Iimpembelelo kwishishini le-Intel kunye nekamva
Ubunzima be-Intel nge-18A buhamba ngaphaya kokulibaziseka kwemveliso elula: Ikamva lolwahlulo lwesiseko sayo kunye nokhuphiswano lwayo lwehlabathi lusesichengeniUkuba inkampani iyasilela ekubuyiseleni imveliso kumkhondo kwaye izise isivuno esamkelekileyo, inokunyanzelwa ukuba icuthe umsebenzi wayo kubuchwephesha bokusika kwaye ithembele nangakumbi kwiinkampani ezinjenge-TSMC ukwenza iiprosesa zayo eziphambili, njengeNova Lake.
Ukongeza, imithombo yangaphakathi kunye nabaphathi bayavuma ukuba Uxinzelelo aluzange lubephezuluI-Intel iqhuba inkqubo yohlengahlengiso, yenze ukucuthwa kwabasebenzi, kwaye i-CEO yayo entsha ijongene novavanyo lokugqibela lokutsala amahlakani acwangcisiweyo kunye nokuqinisekisa imarike ukusebenza kwemephu yendlela yayo.
Ngaphandle kwesiphithiphithi, inkampani igcina intetho yayo enethemba kwaye iqinisekile ukuba iziphumo zekota nganye ziya kuyivumela ukuba isondele kwiinjongo ukuvelisa iPanther Lake kwimiqulu emikhulu ngo-2025Ukuvela kwenkqubo ye-18A iya kuba lelinye lamabali aphambili kwicandelo kwezi nyanga zizayo: Ikhono le-Intel lokujika kunye nokuzinzisa imveliso iya kuba nesigqibo kukhuphiswano lwayo. Okwangoku, imeko ingumceli mngeni ovavanya ukomelela kunye namava yenye yeenkampani ezinkulu zobuchwepheshe zehlabathi.
