消息称NVIDIA终止18A工艺测试 Intel翻身还得看14A工艺

快科技2025-12-24

快科技12月24日消息，NVIDIA前不久投资Intel公司50亿美元的合作日前正式获批，两家的关系更上一层楼，然而这也挡不住在代工方面的分歧，18A工艺代工很可能又没戏了。日前有消息称NVIDIA已经终止了对Intel 18A工艺的测试，这一消息导致Intel股价盘前大跌5%，这意味着Intel代工业务遭到重大挫折。前两年Intel宣布18A工艺的时候，业界就在传有几家公司对此感兴趣，潜在的名单...

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process","themeId":"82b38d626d4a1ac6cafce4f0e3762431","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"2NVD.UK":0.6,"SNVD.UK":0.6,"NVD3.UK":0.6,"3NVD.UK":0.6,"INTC":1.92,"NVDS":0.6,"NVD2.UK":0.6,"NVDU":0.6,"NVD":0.6,"NVIW.SI":0.6,"NVDY":0.6,"NVDD":0.6,"NVDA":1.9,"NVDS.UK":0.6,"04335":1.92,"NVDX":0.6},"content_text":"快科技12月24日消息，NVIDIA前不久投资Intel公司50亿美元的合作日前正式获批，两家的关系更上一层楼，然而这也挡不住在代工方面的分歧，18A工艺代工很可能又没戏了。日前有消息称NVIDIA已经终止了对Intel 18A工艺的测试，这一消息导致Intel股价盘前大跌5%，这意味着Intel代工业务遭到重大挫折。前两年Intel宣布18A工艺的时候，业界就在传有几家公司对此感兴趣，潜在的名单有高通、苹果及NVIDIA等，CEO黄仁勋之前也回应过此事，算是承认了有过此事，但只是测试。现在终止测试18A工艺，意味着不再推进这代工艺上的合作了。不过真正关注过Intel代工业务的网友应该清楚，NVIDIA终止18A测试也不是什么大事，甚至Intel内部恐怕也会很淡定，从CEO陈立武此前的表态来看，18A工艺主要是为自用开发的，生产的芯片也主要是Intel自己的PC及服务器级产品。关键的是18A工艺之后的代工合作，此前传闻苹果选择了Intel 18A的增强版18AP来生产M系列处理器，不过也要到2027年左右了。Intel真正能吸引外部客户的工艺还是下一代的14A，因为这一代工艺从一开始就是为外部客户而生的，是跟客户联合开发，Intel高管最近表示试用过的客户都说好，评价很高，进展也比18A当初发展顺利得多。因此NVIDIA现在终止测试18A工艺这事不算什么，这可能是继续测试18AP工艺，也可能合作下一代的14A工艺，毕竟他们不仅需要台积电之外的代工厂降低成本，也需要在美国本土生产以满足纯正美国芯的需要。当然，还有一种可能就是后续的工艺也不用了，并顺带着有其他客户也对Intel的18A或者14A工艺不认可，那Intel的代工业务未来的日子就难了。毕竟做代工这个事，Intel最大的麻烦倒不是技术上的，而是自己一边从事CPU、GPU及AI芯片业务，一边要合作的客户大部分还是有竞争关系的，这跟台积电这种纯代工厂的模式可不一样。","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":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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