Intel

Intel is closer than ever to be chopped. A giant is interested in buying its chips factories

by

The possibility of intelid for a long time. Two years before get out of this companyPat Gelsinger, the former Director General of Intel, He acknowledged that he saw with good eyes The possibility that the network of integrated circuit factories is somewhat broken down from the company’s matrix. At that time, More than three years agothis was already an interesting option to increase the competitiveness of its chips production plants, and in current circumstances it seems even more advantageous. At the beginning of last April Reuters and The Information assured that the Board of Directors of Intel and TSMC had reached a principle of agreement that was pursuing to constitute a joint company that would be responsible for the management of Intel semiconductor factories. Its plan was that TSMC would have a 20% participation in the new company, so presumably Intel would maintain a majority participation. Finally, this initiative did not come to fruition, but the possibility of splitting the Intel chips factories of the company’s matrix is still on the table. And now it is the Japanese investment group SoftBank who, According to Financial Timesis interested in controlling the Intel Integrated Circuit Production Infrastructure. SoftBank has something very important: the support of the US government As we explain yesterday, SoftBank has injected into Intel 2,000 million dollars, which has consolidated it as the sixth main shareholder of this company. According to Reutersthis Japanese company has promised not to participate in the Board of Directors, and it will not buy integrated circuits produced by this American chip manufacturer. However, SoftBank’s plan does not end here. And is that, According to Financial TimesMasayoshi Son, the general director of this investment group, is interested in Intel chips factories. SoftBank has promised not to participate in the Board of Directors of Intel In fact, again according to this means of communication of British origin but currently in the hands of the Japanese company Nikkei Inc., before formalizing the injection of 2,000 million dollars in Intel, SoftBank communicated to the board of directors of this company its interest in its interest in Buy the full semiconductor production subsidiary. A priori it is reasonable to anticipate that the US government would not see with good eyes that a foreign company is done with the total control of Intel chips factories, but SoftBank is not any company. The most important initiative of how many has launched the Trump administration to protect US leadership in the field of artificial intelligence (AI) is The Stargate project. And this plan is led by an American company, Openai, and another Japanese: SoftBank. The company directed by Sam Altman is responsible, in broad strokes, for the development of technology and infrastructure management. And Masayoshi’s company are responsible for financial administration. Stargate will cost no less than 500,000 million dollarsand it is evident that the US government Trust SoftBank. During the next few weeks we will check if the purchase of Intel Prosper Chips factories, but all likelihood the administration will not be an obstacle. Image | Intel More information | Financial Times In Xataka | The next revolution of the chips is approaching. Intel, Samsung, TSMC and AMD already work on glass substrates

The US will not allow Intel to fall into full confrontation with China. The government has a plan to prevent it

by

Intel has just received a very important vote of trust in A moment of weakness. The Japanese Softbank investment group has just injected into this company 2,000 million dollarswhich has consolidated it as the sixth share of Intel. According to Reutersthis Japanese company has promised not to participate in the Board of Directors, and it will not buy integrated circuits produced by this American chip manufacturer. Even so, everyone wins. For SoftBank this investment is important because Intel will interpret in the future an essential role in the US semiconductor industry. “This strategic investment supports our conviction that the manufacture and supply of advanced semiconductors will expand further in the US with Intel playing a fundamental role,” has declared Masayoshi arethe CEO of SoftBank. On the other hand, these 2,000 million dollars arrive just after Intel has dispensed with Between 8,000 and 10,900 workers of its factories with the purpose of reducing their operating expenses and increasing their competitiveness. However, the company led by Lip-Bu so has something else in hand. Something very important. And is that, According to BloombergIt is negotiating with the Trump administration the possibility that the State acquires a 10% participation in Intel. The largest integrated circuit manufacturer in the United States cannot fall Most of the decisions made by the US government since Donald Trump returned to the White House On January 20, it pursues a single objective: the American semiconductor industry must be strengthened and independent. Intel is the biggest manufacturer of US chips, so allowing its fall is not an option for the government. The possibility of the State participating in Intel’s shareholders reinforces this precept, although this company has already acquired an unavoidable commitment to the administration. Intel is the largest US chips manufacturer, so allowing its fall is not an option for the government In mid -September 2024 Intel published a statement in which he anticipated that he will receive a maximum of 3,000 million dollars within the framework of the ‘Chips and Science Act’ program to manufacture in a reliable way semiconductors for the US government. The name of this plan, “Safe Enclave”, reflects one of the requirements required by the Administration: Chips must be produced in the strictest confidentiality. The Commerce Department confirmed that it was evaluating the possibility of Intel reserving a restricted area in some of its integrated circuit manufacturing plants specifically for the production of chips for defense and intelligence applications. What is not yet clear is who will take care of the expenses derived from the tuning of this “exclusion zone” within the factories. They can be borne by Intel, but this money is likely to finally come from the subsidies of the State. There is something important in which we have not yet repaired: the Defense Department is interested in using Intel’s 18th node. At the beginning of September 2024 this company confirmed that the 20A node will be skipped To reduce expenses and It will derive its resources to the 18A node. According to Ben SellVice President of Intel Technology Development, the 18A node has reached the maturity necessary to enter production in 2025 and will benefit from the resources that will be reallocated from the 20A node. Although the latter at the end will not go into large -scale production will be remembered for being the first in which Intel introduced two important innovations: transistors Ribbonfet Gate-Lall-Around (GAA) and Powervia energy delivery technology. Image | Intel More information | Reuters | Bloomberg In Xataka | Intel has confirmed that the 20A node will be skipped to reduce expenses. The 18A node will enter production in 2025

O Solve these four big problems as soon as possible or Intel will be condemned to a very dark future

by

“I think it is too late for us (to achieve the position of Nvidia in the field of artificial intelligence), Although we have other opportunities in this market (…) twenty or thirty years ago we were leaders. Now the world has changed. We are not among the ten main semiconductor companies. We have to be humble. ” These words of Lip-Bu Tanthe general director of Intel, are aimed at the company’s employees in a clear attempt to expose what challenges they face. The challenges with Those who are dealing Intel They exceed the other challenges that he has faced during his more than half a century of history. The leadership that has sustained for decades in the manufacturing industry of integrated circuits is in the hands of The Taiwanese company TSMC Since the mid -2000s. In addition, the stagnation during the last years of the PC market and the slowness with which Intel has participated in the AI industry have placed it in a very compromised position. It is necessary to compete from you to compete again with AMD. Intel and AMD compete on several fronts. Three of the most important are the processors for servers and work stations, the GPUs for artificial intelligence and the CPUs for PC. The company led by Lisa supports a very solid position in these three market segments, and if we stick to CPU for PC enthusiasts During the last generations it has been very successful among users. In fact, to us your chips Ryzen 7000 and 9000 We love. In this Intel scenario you have no choice but to fight from you with AMD and recover a technological leadership that lost a long time ago. His future is in the hands of lithography 18a. Intel’s short -term competitiveness is closely linked to the success of a single semiconductor manufacturing technology: 18A photolithography. Ben Sell, Vice President of Intel Technology Development, confirmed At the end of last September that the 18A node already has the maturity necessary to enter large -scale production in 2025. and also assured that it will benefit from the resources that have been reallocated since the 20A node. In the current scenario the 18A node will be the true protagonist. That is not the slightest doubt. The 18A node already has the necessary maturity to enter large -scale production in 2025 The internal division should be left behind. The possibility that the Board of Directors of Intel decides to split the chips manufacturing subsidiary of the company’s matrix and put it in the hands of another company has triggered a deep internal division in the company. Joseph Bonetti, main manager of Intel engineering programs, expresses it in this way: “Intel leaders, Board of Directors of Intel and Donald Trump administration, please do not sell or give the control of Intel Foundry to TSMC just when Intel is taking the technological front and starting to take off. It would be a terrible and demoralizing error.” Bonetti also maintains that Intel is not lagging for its competitors, and that the advances that their engineers are achieving in the field of chips production are very important. Lip-Bu must recover government confidence. Lip-bu Tan, the general director of Intel, is in a very compromised position. Before arriving at the company that Cadence Design Systems currently led, an American company specialized in the development of software and hardware tools to design and verify integrated circuits. The problem is that just a month ago, in July, the US Department of Justice condemned her to pay a fine of more than 140 million dollars for selling commercial secrets to China. According to this US institutionCadence Design Systems delivered this critical information to the National University of Defense Technology, a Chinese teaching and research center that is supervised by the Chinese army. Lip Bu-Tan Intel leads since March 2025but there is a crucial fact that we should not overlook: although this conflict has taken it out of Cadence Design Systems directed this company between 2009 and 2021. And this was the period in which According to the US Department of Justice There were export control violations by which this company has recently been convicted. Image | Intel In Xataka | Intel has confirmed that the 20A node will be skipped to reduce expenses. The 18A node will enter production in 2025

Intel pull the towel with the chips for ia. Its general director acknowledges that Nvidia’s advantage is insurmountable

by

“I think it is too late for us (to achieve the position of Nvidia in the field of artificial intelligence), Although we have other opportunities in this market (…) twenty or thirty years ago we were leaders. Now the world has changed. We are not among the ten main semiconductor companies. We have to be humble. “These words of Lip-Bu Tan, the Director General of Intel, have been collected by The Oregonian And they are aimed at company employees in a clear attempt to expose what challenges they face. The challenges with Those who are dealing Intel They exceed the other challenges that he has faced during his more than half a century of history. The leadership that has sustained for decades in the manufacturing industry of integrated circuits is in the hands of The Taiwanese company TSMC Since the mid -2000s. In addition, the stagnation during the last years of the PC market and the slowness with which Intel has participated in the AI industry have placed it in a very compromised position. In July 2024, the company that at that time led Pat Gelsinger gave a tremendous batacazo in the stock market. Their actions fell 30% in a few days and stabilized in the value they had in 2011. In addition, Intel lost $ 1.6 billion During the second quarter of 2024 and its year -on -year income fell by 1%. These circumstances triggered a crisis that still persists. Today China is a crucial support for Intel. Dram memories will be tomorrow Shortly after his arrival It was leaked that lip-bu so He planned to launch a new cut of the Intel template in a clear attempt to reduce their operating expenses, among which personnel costs or marketing expenses are counted. The figure that the company shuffled on this occasion amounted to 20% of its workforce, which in practice implied to dispense with approximately 20,000 workers. These people join the more than 15,000 employees of which Intel has dispensed with during the last months of 2024. In addition, since June 18 and throughout the month of July they will be forced to leave their jobs Between 8,000 and 10,900 workers Of the factories that this company has spread throughout the planet. However, presumably the most affected plant will be the largest of all: that of Oregon (USA). It is evident that Intel is going through a very difficult stage, although he still has some solid pillars to hold on. One of them is China. During the fiscal year of 2024, 29% of Intel’s turnover came from China, compared to the 24% of the US This Asian country is the largest market in which Intel is present. During the fiscal year of 2024 29% of its turnover He came from Chinacompared to 24% of the US. And is that of the 53,100 million dollars that This company entered Last year no less than 15,400 million arrived from China. These figures reflect very clearly how important the country led by Xi Jinping for Intel is. And also how sensitive it is to the geopolitical context. An important part of the Intel business is supported by the commercialization of relatively old integrated circuits that come from their mature lithography nodes. They are not at all avant -garde semiconductors, but they are still necessary. At the current tension situation between the US and China for this last country These mature integrated circuits are crucial. Chinese chip designers and manufacturers are capable of supply your own market With the mature chips needed by appliances, telecommunications or cars equipment, among other industries. However, many users, research centers and universities in China continue to use software for X86 and X86-64 processors, so at the moment they cannot do without the CPUs designed to execute it. Intel is currently benefiting from this need, although he is preparing another bet. An a priori accurate bet. And this American company has founded the Japanese investment group SoftBank A company specialized in the design and manufacture of memory chips. His name is Saimemory and he was born expressly to compete from you to you with SK Hynix, Samsung and Micron Technology. Your plan consists in developing A new type of dram memory Stacked high from some patents prepared by Intel and several Japanese research centers, among which is the University of Tokyo. Intel and Softbank have proposed to complete the development of a prototype and evaluate its viability from a technical point of view by 2027. Image | Intel More information | The Oregonian In Xataka | Intel has confirmed that the 20A node will be skipped to reduce expenses. The 18A node will enter production in 2025

Intel will fit one of the toughest blows in its history. One directed directly to its chips factories

by

“These decisions are difficult, but they are essential to face the challenges we are already facing the company’s current financial situation. It is very painful.” These words They are part of the statement That Naga Chandrasekaran, the manufacturing vice president of Intel, sent the employees of this company last Saturday. In his concrete message that the Board of Directors is preparing A template reduction that will range between 15 and 20%as well as most of the cuts will arrive in July. The challenges a Those who currently face Intel They exceed the other challenges that he has faced during his more than half a century of history. The leadership that has sustained for decades in the manufacturing industry of integrated circuits is in the hands of The Taiwanese company TSMC since the mid -2000s. In addition, the stagnation during the last years of the PC market and the slowness with which Intel has participated in the industry of the industry of the artificial intelligence (AI) have placed it in a very compromised position. In July 2024, the company that at that time led Pat Gelsinger gave a tremendous batacazo in the stock market. Their actions fell 30% in a few days and stabilized in the value they had in 2011. In addition, Intel lost $ 1.6 billion During the second quarter of 2024 and its year -on -year income fell by 1%. These circumstances triggered a crisis that still persists today. This cut will have an inevitable impact on Intel factories Last August 2 Intel announced that was about to start a structural adjustment plan that pursued to reduce the costs of the company and increase its agility when adapting to the challenges that the market currently imposes. Its objective was to fire 15% of the workforce (more than 15,000 employees) and reduce costs by approximately 10,000 million dollars. Pat Gelsinger had declared shortly before Intel was inefficient because he had an excessively complex structure. It is still early to identify how this measure will affect the competitiveness and performance of Intel factories Not even Gelsinger himself “survived” this regeneration process. On December 2 This executive came out in a somewhat precipitated way of the company, whose course was uncertain until last March 18 Lip-bu took the reins of Intel. This veteran physicist and nuclear engineer He hastened to confirm that two of the pillars of its strategy would pursue reinforce the company’s position in the AI ​​market and reposition Intel as a leading company in the integrated circuit manufacturing industry. Shortly after his arrival It was leaked that lip-bu so He planned to launch a new cut of the Intel template in a clear attempt to reduce their operating expenses, among which personnel costs or marketing expenses are counted. The figure that the company shuffled on this occasion amounted to 20% of its workforce, which in practice implied to dispense with approximately 20,000 workers. These people join the more than 15,000 employees of which Intel has dispensed with during the last months of 2024. Now we know something else. From the statement that Naga Chandrasekaran has sent just four days ago to Intel employees it follows that during the next weeks they will be forced to leave their jobs Between 8,000 and 10,900 factor workers That has this company disseminated throughout the planet. However, presumably the most affected plant will be the largest of all: that of Oregon (USA). It is still early to identify how this measure will affect the competitiveness and performance of Intel factories, but its size invites us to anticipate that it will have a deep impact on the production infrastructure of this company. Image | Intel More information | Oregon Live In Xataka | Intel has confirmed that the 20A node will be skipped to reduce expenses. The 18A node will enter production in 2025

The massive bombings of Iran threaten something essential to Intel: its facilities in Israel

by

A good part of Innovations that Intel has introduced In its microprocessors during the last twenty -two years it comes from IDC (Israel Development Center), The development center that the company has in Haifa (Israel). This subsidiary was responsible for tuning in 2003 the microarchitecture P6 (banias), One of the most successful Intel has launched in the last three decades. The high performance/watt ratio of the Pentium M processors used on the centrine platform was largely due to this microarchitecture, which represented a very overwhelming break with the netburst microarchitecture used in Pentium 4 processors. The weight that the Israel Development Center currently has in Intel infrastructure is huge, and it all started thanks to the success of Pentium M processors and the centrine platform. Israeli engineers had the ability to “cut the healthy” with the Netburst microarchitecture of the Pentium 4 and take as a starting point the P6 implementation of the Pentium III. And they were right. Intel realized that this was the path he had to follow, so he certified the end of the Pentium saga as we knew it at that time, ending a reign that began in early 1993. Intel has a lot to lose in the war between Israel and Iran The war conflict currently supporting Israel and will threaten the lives of many people in these two countries because both are using a huge amount of missiles with a great capacity for destruction. One of the Israeli cities that are being bombarded with greater intensity by Iran is precisely haifa. According to Israel’s defense forces (FDI) During the night of June 13 to 14 they fell on this city and other regions of the north of this country about 150 Iranian ballistic missiles, and some of them reached several urban areas of Haifa. The size of missile attacks that are carrying out both countries is such that no civil installation is safe Israel has adopted a very opaque position that prevents knowing precisely from outside this country What damage are the attacks of Iran. For this last country the Intel facilities in Haifa They have no strategic valueso right now it seems unlikely to attack them expressly. Even so, the size of missile attacks that are carrying out both countries is such that no civil installation is safe, especially if it is close to a government building or a military installation. In any case, the Haifa Development Center is not the only thing Intel can lose in Israel. In the center of the country, about 50 km south of Tel Aviv, resides its manufacturing plant of Kiryat Gat avant -garde. I have had the opportunity to visit so much HAIFA facilities as those of Kiryat Gat On two occasions (2019 and 2022), and the latter are equipped with a multitude of photolithography equipment made by ASML, Tokyo Electron and other companies. Intel manufactures a good part of the processors that we can buy PC users, so it is evident that it has a crucial role in its production infrastructure. At the moment Iran has concentrated its missile attacks in the northern half of Israel, so the most affected cities are Haifa, Tel Aviv, Bat Yam and Ramat Gan. It seems that the region in which Kiryat Gat is not bombarded, but right now it is very difficult to foresee How will this conflict evolve and to what extent the integrated circuit manufacturing plant of Intel is or not at risk. Of course, it has something important in its favor to remain safe: it is housed in a relatively isolated industrial zone and far from any military or government installation. To damage it a priori Iran would have to consider it a priority objective and express it expressly. Image | Intel In Xataka | Intel has a bullet in the bedroom. A bullet capable of helping you compete from you with TSMC In Xataka | Intel and TSMC lead the revolution of photonic chips. His problem is that China has just done fully in this war

Intel and TSMC lead the revolution of photonic chips. His problem is that China has just done fully in this war

by

Douglas Yu, a TSMC executive, The biggest chips manufacturer on the planetwith responsibility in the field of systems integration Explain clearly The disruptive capacity of integrated photonic circuits: “If we manage to implement a good system of integration of silicon’s photonics We will trigger a new paradigm. We will probably be placed at the beginning of a new era. “ The photonic silicon seeks to develop the technology of this chemical element to optimize the transformation of electrical signals into light pulses. The most obvious field of application of this innovation is the implementation of high performance links that, on paper, can be used both to solve communications between several chips and to optimize the transfer of information between several machines. Advanced packaging technologies with which the main semiconductor manufacturers work, such as TSMC, Intel or Samsung, can benefit a lot from a communication mechanism between very high performance chips. And the large data centers in which it is necessary to connect a large number of machines, too. However, there is a particular discipline to which it would be wonderful about the advantages proposed by the photonic silicon: the artificial intelligence (AI). China plans to use this technology in AI, 6G communications and quantum computers Intel and TSMC are some of the companies that have been working on the development of their technologies linked to the photonic silicon, and, as we can intuit, this innovation is no stranger to Chinese companies and research centers. In fact, in mid -May 2024 the Institute of Information Technology and Microsystems of Shanghai (China) in collaboration with the Lausanian Institute of Technology (Switzerland) reached a crucial milestone. Until that time one of the fundamental ingredients of the integrated photonic circuits was the lithium niobate. The lithium tantalate allows the manufacture of large -scale photonic chips and with much lower costs This synthetic salt intervenes in the manufacture of these integrated circuits because its physicochemical properties allow it to optimize the conversion of electricity into light, but it has a problem: the industrial exploitation of this technology is conditioned by The high cost that each wafer hasand also for the size of each of them. What these scientists have achieved is to replace the lithium niobate with other semiconductor material whose properties are even more attractive: the lithium tantalate (litao3). Ou Xin, one of the scientists who have led this project, assures That in addition to paying better than the lithium niobate, the lithium tantaloate allows the manufacture of large -scale photonic circuit and with much lower costs. This is because the manufacturing processes are similar to those currently used to produce conventional silicon semiconductors. This is the context in which, according to SCMPthe chips center for integrated photonics Xplore (Chipx) of the Jiao Tong University of Shanghai has announced that it has started the production of 6 -inch wafers for photonic chips. Interestingly, this production line Use Lithium Niobateso it still has a room to advance and take advantage of the properties of the lithium tantalate. Be as Professor Jin Xianmin, the director of CHIPX, says that the photonic integrated circuits have a huge potential not only in the training and inference of AI models, the classical supercomputing and Quantum computersbut also in the development of communications 6g. Image | TSMC More information | SCMP In Xataka | Today China and the US have parked their differences for a good reason: they will analyze together the risks of AI

Intel plans to get fully into the market in which South Korean SK Hynix has become rich: memories for AI

by

The South Korean company SK Hynix leads the HBM memories market (High Bandwidth Memory) With a shocking authority. Your market share Broken 70%so that the remaining 30% are distributed by Samsung and the American memory manufacturer Micron Technology. These memoirs work side by side with the GPUs for artificial intelligence (AI). In fact, one of SK Hynix’s main clients, possibly the oldest, is Nvidia. According to the consultant Datam Intelligence The global market centers market for AI will grow annually 24.5%, so it will go from having a volume of 13,670 million dollars in 2024 to no less than 78,910 million in 2032. For designers and integrated circuit manufacturers compete in a market with this growth potential is crucial, hence several Chinese companies are planning to get into it. And for Intel represents a too juicy opportunity to let it escape. Intel and Softbank work together in a new type of memories for ia The manufacture of HBM memories is very complex. This is the reason why this market at the moment is distributed only to the three companies that I have mentioned in the first paragraph of this article. However, its great growth potential will surely cause other companies over the next few years. Intel is going to be one of them, although the interesting thing is that he will not compete alone or fight for the HBM chip market. Intel and Softbank have proposed to complete the development of a prototype and evaluate its viability from a technical point of view by 2027 This American company has founded a company specialized in the design and manufacture of memory chips from the Japanese investment group. His name Saimemory And he was born expressly to compete from you to you with SK Hynix, Samsung and Micron Technology. Your plan consists in developing a new type of High performance packed dram memory From some patents prepared by Intel and several Japanese research centers, among which is the University of Tokyo. Intel and Softbank have proposed to complete the development of a prototype and evaluate its viability from a technical point of view by 2027. In fact, they intend to manufacture on a large scale and market this dram memory stacked for ia before it ends this decade. The performance of HBM memories is very high, but, as I mentioned a few lines above, they are difficult to manufacture. In addition, they are expensive, they dissipate a lot of energy in the form of heat and consume a lot of electricity. Stacked dram memories, however, on paper will be easier to produce, more efficient, and also cheaper. If when they are really satisfied the expectations that have generated it is possible that They end up displacing HBM chips. In fact, Intel and Softbank are not at all the only companies that trust the potential of stacked dram memories; Samsung and Neo Semiconductor are also developing this type of chips, so before the Memoirs market expires this decade will be much more competitive than today. Image | Samsung More information | Nikkei Asia In Xataka | South Korea fears US reprisals. To avoid their old lithography equipment, they take dust on a warehouse

Intel has a new ‘Roadmap’. And reveals why his future is in the hands of lithographs 18 and 14th

by

Intel’s short -term competitiveness is closely linked to the success of a single semiconductor manufacturing technology: The photolithography 18a. Ben Sell, Vice President of Intel Technology Development, confirmed At the end of last September that The 18A node already has the necessary maturity to enter large -scale production in 2025. And he also assured that he will benefit from the resources that have been reallocated from the 20A node. Right now this is the asset that Intel has to compete with TSMC and Samsung in the market for the production of integrated circuits in a year in which 2 Nm photolithographies They will take off yes or yes. Lithography 18a is erected above all about two essential innovations: Ribbonfet transistors Gate-alall-around (GAA) and energy delivery technology Powervia. We already knew this, but now thanks to Roadmap Updated that has just published Intel, we know much more. Lithographs 18A-PT and 14A will seal the future of Intel until 2028 Litography 14a will be the first in which Intel will use UVE High Opening Teams asml. In it Roadmap That we publish a little below in this article we can see that this integration technology will arrive in 2027, and shortly after, although that same year, the 14A-E node will also be ready, which will be nothing other than a review of the original integration technology. An important note: when Intel tells us about his 18th or 14th nodes what he is telling us is that These integration technologies are comparablealways according to Intel itself, to the lithographs of 1.8 Nm and 1.4 Nm of TSMC or Samsung, which are its main competitors. The 18A-PT photolithography will be compatible with advanced technology of Foveros Direct 3D The most relevant novelties that we can see in the new itinerary of this company are the 18A-P photolithography, which is a high performance review of the 18A node, and the 18A-PT integration technology. The first one will arrive in 2026. In fact, it is already being tested for the purpose of start large -scale production next year. The 18A-PT photolithography will be ready much later, in 2028, but it has a very important feature: it will be compatible with advanced packaging technology FOVERS DIRECT 3D Thanks to a hybrid interconnection system that allows you to stack chips in the vertical dimension. This packaging technique will be very important for Intel because it will allow the company currently led by Lip Bu-Tan compete with Advanced packaging technologies Cowos de TSMC and I-Cube, H-Cube and X-Cube of Samsung. The main difference between these implementations lies in the way in which integrated circuits on the substrate are distributed or stacked, a decision that deeply conditions the performance of the interconnections. Anyway, Intel’s current itinerary does not conclude with the 14A node. Keyvan Esfarjani, which is one of the top responsible for the subsidiary of this company that specializes in the manufacture of integrated circuits, confirmed In February 2024 that the production of chips in the 10A node (which will presumably be equivalent to the lithographs of 1 Nm of its competitors) will begin at the end of 2027. It makes sense if we are in mind that on that date Intel plans to start large -scale manufacturing in the 14A node, although, yes, the mass production of 1 Nm semiconductors will arrive later (possibly well entered 2028). Image | ASML More information | Tom’s hardware In Xataka | Intel has confirmed that the 20A node will be skipped to reduce expenses. The 18A node will enter production in 2025

In its darkest time Intel is receiving a crucial economic support from its best client: China

by

China is the largest market in which Intel is present. During the fiscal year of 2024 29% of its turnover Proceeded from this Asian countrycompared to 24% of the US. And is that of the 53,100 million dollars that This company entered last year nothing less than 15,400 million arrived from China. These figures reflect very clearly how important the country led by Xi Jinping for Intel is. And also how sensitive it is to the geopolitical context. In fact, SANCTIONS TO CHINA That the US government has deployed during the last two years have prevented this veteran company from selling its most advanced chips to its Chinese clients. Nvidia, AMD, Broadcom or Qualcomm has happened to them, but Intel is at a very delicate moment. Of the economic crisis facing We have spoken in depth In other articles. And, in addition, it can be aggravated by the commercial war that the US and China is currently. Mature chips are helping Intel to survive in China The company founded by Gordon Moore and Robert Noyce in 1968 does not design and manufactures only PC microprocessors, GPU for games and games artificial intelligence (AI) and quantum processors. An important part of the Intel business is supported by the commercialization of relatively old integrated circuits that come from their mature lithography nodes. They are not at all avant -garde semiconductors, but they are still necessary. At the current situation of tension between the US and China for this last country, these mature integrated circuits are crucial At the current tension situation between the US and China for this last country, these mature integrated circuits are crucial. Chinese chip designers and manufacturers are capable of supply your own market with The mature chips you need Appliances manufacturers, telecommunications or cars equipment, among other industries. However, many users, research centers and universities in China continue to use software for X86 and X86-64 processors, so at the moment they cannot do without the CPUs designed to execute it. Intel is currently benefiting from this need. And is that, according to ReutersChina is promoting in a very important way the demand for its oldest microprocessors for personal computers and servers. It is evident that in current circumstances this demand represents a very valuable fresh air breath for Intel, although a predictable future exchange of tariffs between the US and China in the field of integrated circuits could greatly degrade this business segment. We will see what happens, but there is no doubt about one thing: China continues to be very important for Intel. Image | Intel More information | Reuters In Xataka | Intel has confirmed that the 20A node will be skipped to reduce expenses. The 18A node will enter production in 2025

Log In

Forgot password?

Forgot password?

Enter your account data and we will send you a link to reset your password.

Your password reset link appears to be invalid or expired.

Log in

Privacy Policy

Add to Collection

No Collections

Here you'll find all collections you've created before.