According to the latest news, the partnership between Intel and Arm is not limited to the optimization of advanced processes. According to Ming-Chi Kuo’s latest investigation, Arm is likely to become a customer of Intel’s 18A process, which means Intel will use the 18A process to produce Arm’s own chips. However, due to the lack of baseband IP and considering existing smartphone customers (such as Apple, Qualcomm, etc.), Arm chips are likely not to be involved in the mobile phone field.
Ming-Chi Kuo believes that if the shipment of Arm's own chips goes smoothly, it will help Intel's foundry business and attract orders from other customers, especially in the fields of high-performance computing and pure computing applications.
Intel CEO Pat Gelsinger talked about Intel's product roadmap and technology evolution at the Deutsche Bank Technology Conference earlier this month. He expects Intel's 18A process to be available in 2025, and customers have already paid advance payments.
He said: "I will say, I just went to Oregon yesterday with our technology development team, and it was not bad. We feel that we are on the right track with Intel 18A. For foundry customers, they need a reliable PDK .They have to believe that we can do this. We are seeing increasing interest in this area and it is going very well."
He continued: "We believe Intel 18A will be in production by the end of next year, putting us in a leading position in 2025. Our internal products (such as Clearwater Forest) are progressing well, and our next-generation customer products are all in late design stages, The same goes for foundry customers.”
Gelsinger also said: "Now, we have received a large advance payment from customers for 18A production capacity. Customers have enough confidence in us that they have chosen to inject capital to accelerate our 18A production capacity. We are very happy about this. Overall In terms of 18A, as we said, everything is progressing steadily. Customer prepayment has really added to the momentum and manufacturing capacity of 18A."
Intel said that Intel 18A is the last node of its "Five Process Nodes in Four Years" plan, and it is currently stabilizing it as planned. These cooperation agreements show that Intel's 18A process will not only be used for its own products, but will also be provided to foundry customers. Serve. Cooperation with Synopsys and Arm will enable Intel to develop IP products and system chips based on the 18A process for customers to meet the needs of different fields.
In addition, Intel has also cooperated with Ericsson to provide manufacturing services for its customized 5G system-level chips using the 18A process. This further demonstrates the potential of the 18A process in the communications field.
In general, Intel cooperates with different partners to apply the 18A process to different fields and products, which helps enhance Intel's foundry business, expand market share, and promote the development and commercialization of the 18A process .
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