UJohn Pitzer, iphini likamongameli weqhinga lezinkampani ze-Intel, uxoxe ngesimo samanje sophiko lwezinkampani ezisunguliwe futhi waveza ithemba ngezinqubo ezizayo kanye nephothifoliyo yokupakisha ethuthukisiwe yamanje.
Iphini likamongameli we-Intel liye eNgqungqutheleni ye-UBS Global Technology and Artificial Intelligence ukuzoxoxa ngenqubekela phambili yobuchwepheshe benqubo ye-18A yenkampani ezayo. I-Intel okwamanje ikhulisa ukukhiqizwa kwama-chips ayo e-Panther Lake, okulindeleke ukuthi akhishwe ngokusemthethweni ngoJanuwari 5. Okubaluleke kakhulu, izinga lokukhiqiza lenqubo ye-18A liyisici esibalulekile esinquma ukuthi lobu buchwepheshe bungaletha inzuzo yini esigabeni se-foundry. Isikhulu se-Intel sembule ukuthi izinga lokukhiqiza alikafiki emazingeni "aphezulu", kodwa kwenziwe inqubekela phambili enkulu selokhu uLip-Bu Tan ethatha izintambo njenge-CEO ngoMashi walo nyaka.
"Ngikholwa ukuthi sesiqala ukubona imiphumela yalezi zinyathelo, njengoba isivuno singakafiki emazingeni ethu esiwalindele. Njengoba uDave eshilo ocingweni lwemali engenayo, isivuno sizoqhubeka nokuthuthuka ngokuhamba kwesikhathi. Kodwa-ke, sesivele sibone isivuno sikhula kancane kancane inyanga nenyanga, okuhambisana nesilinganiso semboni."
Bephendula amahemuhemu okuthi kunentshisekelo enkulu ku-node yenqubo ye-18A-P, abaphathi be-Intel bathi ikhithi yokuthuthukisa inqubo (PDK) "ivuthiwe impela," futhi i-Intel izophinde ixhumane namakhasimende angaphandle ukuze ihlole intshisekelo yawo. Ama-node enqubo ye-18A-P kanye ne-18A-PT azosetshenziswa kokubili ezimakethe zangaphakathi nezangaphandle, okuyisizathu esisodwa sentshisekelo enamandla yabathengi, njengoba ukuthuthukiswa kwe-PDK kwasekuqaleni kuqhubeke kahle kakhulu. Kodwa-ke, uPitzer ukhombe ukuthi i-Intel's In-House Foundry Service (IFS) ngeke idalule ulwazi lwamakhasimende, kodwa kunalokho ilinde amakhasimende ukuthi adalule ngenkuthalo izinhlelo zawo zokwamukela ama-node.
Njengoba i-CoWoS ingakwazi ukuvimba amandla ayo, ubuchwepheshe bokupakisha obuthuthukisiwe buthembisa kakhulu ibhizinisi le-Intel lokwakha izinto. Umphathi we-Intel uqinisekise ukuthi amanye amakhasimende okupakisha athuthukile athole "imiphumela emihle," okubonisa ukuthi izixazululo zokupakisha ze-EMIB, EMIB-T, kanye ne-Foveros zibhekwa njengezinye izindlela esikhundleni semikhiqizo ye-TSMC. Umphathi uthe amakhasimende axhumana ne-Intel ngokuqhubekayo kuwumphumela "womphumela wokuchitheka," futhi inkampani okwamanje ihileleke "ekubonisaneni okunesu."
"Yebo. Engikushoyo ukuthi, sijabule kakhulu ngalobu buchwepheshe. Uma sibheka emuva ekuthuthukisweni kwethu emkhakheni wokupakisha okuthuthukisiwe, cishe ezinyangeni eziyi-12 kuya kweziyi-18 ezedlule, besiqiniseka kakhulu kuleli bhizinisi, ikakhulukazi ngoba sibone amakhasimende amaningi efuna ukwesekwa kwethu kwamandla ngenxa yemikhawulo yamandla e-CoWoS. Empeleni, kungenzeka ukuthi besilibukele phansi ikhono laleli bhizinisi."
"Ngicabanga ukuthi i-TSMC yenze umsebenzi omuhle kakhulu ekukhuliseni umthamo we-CoWoS. Kungenzeka ukuthi sehlulekile kancane ekukhuliseni umthamo we-Foveros futhi sehluleka ukuhlangabezana nokulindela kwethu. Kodwa inzuzo yalokhu ukuthi isilethele amakhasimende futhi yasenza sakwazi ukuhambisa ingxoxo isuka ezingeni lamaqhinga iye ezingeni lamasu."
Bekungeke kube okunembile ukusho ukuthi ithemba elizungeze isigaba se-foundry se-Intel liye lehla kakhulu uma kuqhathaniswa nezinyanga ezimbalwa ezedlule. Yingakho iphini likamongameli we-Intel lisho ukuthi izingxoxo mayelana nokuhlanganiswa kwesigaba se-foundry azikaqali. Njengamanje, amakhasimende angaphandle acabangela izixazululo ze-chip kanye nokupakisha ezinikezwa yi-Intel's Foundry Service (IFS), okuyisizathu esenza abaphathi be-Intel baqiniseke ukuthi isigaba se-foundry singasithuthukisa isimo saso.
Isikhathi sokuthunyelwe: Disemba-08-2025