Intel 18A工程样品测试良率低于20%~30%？

芯智讯2025-02-25

近期，因为传闻台积电将接管英特尔晶圆制造部门，导致英特尔内部员工反对，认为Intel 18A节点制程较台积电N2节点制程更具优势，如果将英特尔晶圆制造业务交台积电是一个错误。随后英特尔官方也宣布，Intel 18A已经准备就绪，最快可能将会在今年年中量产，比台积电N2进度更快。对此，天风证券分析师郭明𫓹表示，Intel 18A 的样品测试良率不如预期，加上组织设置与供应链管理文化瓶颈，这都让台积电...

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Galois189
2025-02-25
Galois189
这个家伙说的没几次是真的[可爱]

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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250225173930abdc2f00&s=b><strong>芯智讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>近期，因为传闻台积电将接管英特尔晶圆制造部门，导致英特尔内部员工反对，认为Intel 18A节点制程较台积电N2节点制程更具优势，如果将英特尔晶圆制造业务交台积电是一个错误。随后英特尔官方也宣布，Intel 18A已经准备就绪，最快可能将会在今年年中量产，比台积电N2进度更快。对此，天风证券分析师郭明𫓹表示，Intel 18A 的样品测试良率不如预期，加上组织设置与供应链管理文化瓶颈，这都让台积电...</p>\n\n<a 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Moorhead和英特尔前CEO帕特·基辛格都在X平台上进行了辟谣。基辛格还表示，对于现在的芯片来说，用百分比来表示良率是不恰当的。因为有很多的不同类型的芯片，一些大的计算芯片可能良率较低，但一些小芯片良率会比较高。所以，如果不先以定义芯片尺寸为前提，任何使用良率百分比来作为衡量特定制程工艺的水平，都是不了解半导体良率的。外媒也报导称，目前整个芯片产业都未能为英特尔的困境提供任何协助，尽管台积电等竞争对手通过专注于制造而蓬勃发展，博通则擅长高利润的IC设计业务，但英特尔的一条龙的作业模式在高度专业化的市场压力下受到严重打击。该公司转向代工业务的初衷，目标是通过向外部客户开放晶圆制造业务来重新夺回领导地位。但结果是耗费了大量资金之后，却暴露出了基础设施老化，而且灵活性无法与竞争对手匹敌的问题。使得英特尔的股价在五年内缩水了一半以上，与受到人工智能（AI）带动的市场需求，创新浪潮所拉抬的半导体产业形成鲜明对比。报导指出，英特尔在Intel 18A的发展不只是技术展现，还代表着一家公司在生存威胁中努力重新定义自我的目标。然而，低良率就代表着面对大规模生产的延后，还可能进一步无法提供客户所需的尖端芯片。同时，英特尔的分拆传闻也反映出对相关性的迫切追求，也就是将IC设计分拆给博通，可能会使焦点更加集中。而将晶圆制造交给台积电，有机会摆脱财物的无底洞。但这其中，执行力无疑的是其中的关键。因此，英特尔必须证明其设施能够服务多样化的客户群。但是要实现到这样的目标明显是一个艰巨的任务。编辑：芯智讯-林子","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"dataReport","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[{"id":407428651864192,"gmtCreate":1740488817897,"gmtModify":1740488819849,"author":{"id":"3542948933081376","authorId":"3542948933081376","name":"Galois189","avatar":"https://static.tigerbbs.com/307cdcc9c42b33293067e9fd5f22e355","vip":1,"crmLevel":3,"crmLevelSwitch":0,"authorIdStr":"3542948933081376","idStr":"3542948933081376"},"htmlText":"这个家伙说的没几次是真的[可爱]&nbsp;&nbsp;","listText":"这个家伙说的没几次是真的[可爱]&nbsp;&nbsp;","text":"这个家伙说的没几次是真的[可爱]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/407428651864192","repostId":2514465065,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":1,"repostSize":1,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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