今天,2025英特尔代工大会(Intel Foundry Direct Connect)开幕,英特尔分享了多代核心制程和先进封装技术的最新进展,并宣布了全新的生态系统项目和合作关系。此外,行业领域齐聚一堂,探讨英特尔的系统级代工模式如何促进与合作伙伴的协同,帮助客户推进创新。
英特尔公司首席执行官陈立武(Lip-Bu Tan)在开幕演讲中分享了英特尔代工的进展和未来发展重点,强调公司正在推动其代工战略进入下一阶段。英特尔代工首席技术与运营官Naga Chandrasekaran以及代工服务总经理Kevin O’Buckley也分别发表了主题演讲,展示了制程和先进封装的最新进展,并重点介绍了英特尔代工遍布全球的多元化制造和供应链布局,以及生态系统的支持。
Synopsys、Cadence、Siemens EDA和PDF Solutions等生态系统合作伙伴加入了陈立武的开幕演讲,强调在服务代工客户方面的合作。来自联发科、微软和高通公司的高管也加入了O'Buckley的演讲。
英特尔公司首席执行官陈立武表示:“英特尔致力于打造世界一流的代工厂,以满足日益增长的对前沿制程技术、先进封装和制造的需求。我们的首要任务是倾听客户的声音,提供有助于其成功的解决方案,以赢得客户的信任。我们在英特尔全公司范围内推动以工程至上为核心的文化,同时加强与整个代工生态系统的合作关系,这将有助于我们推进战略,提高执行力,在市场上取得长期成功。”
制程技术方面,英特尔代工已与主要客户就Intel 14A制程工艺展开合作,发送了Intel 14A PDK(制程工艺设计工具包)的早期版本。这些客户已经表示有意基于该节点制造测试芯片。相对于Intel 18A所采用的PowerVia背面供电技术,Intel 14A将采用PowerDirect直接触点供电技术。
同时,Intel 18A制程节点已进入风险试产阶段(in risk production),并将于今年内实现正式量产(volume manufacturing)。英特尔代工的生态系统合作伙伴为Intel 18A提供了EDA支持,参考流程和知识产权许可,让客户可以基于该节点开始产品设计。
Intel 18A制程节点的演进版本Intel 18A-P,将为更大范围的代工客户带来更卓越的性能。Intel 18A-P的早期试验晶圆(early wafers)目前已经开始生产。由于Intel 18A-P与Intel 18A的设计规则兼容,IP和EDA合作伙伴已经开始为该演进节点提供相应的支持。
Intel 18A-PT是在Intel 18A-P的性能和能效进步基础上推出的另一种Intel 18A演进版本。Intel 18A-PT可通过Foveros Direct 3D先进封装技术与顶层芯片连接,混合键合互连间距小于5微米。
此外,英特尔代工流片的首批基于16纳米制程的产品已经进入晶圆厂生产。英特尔代工也正在与主要客户洽谈与UMC合作开发的12纳米节点及其演进版本。
针对先进封装需求,英特尔代工提供系统级集成服务,使用Intel 14A和Intel 18A-P制程节点,通过Foveros Direct(3D堆叠)和EMIB(2.5D桥接)技术实现连接。英特尔还将向客户提供新的先进封装技术,包括面向未来高带宽内存需求的EMIB-T;在Foveros 3D先进封装技术方面,Foveros-R和Foveros-B也将为客户提供更多高效灵活的选择。
在制造领域,英特尔亚利桑那州的Fab 52工厂已成功完成Intel 18A的流片(run the lot),标志着该厂首批晶圆(wafer)顺利试产成功,展现了英特尔在先进制程制造方面的进展。Intel 18A节点的大规模量产(volume production)将率先在俄勒冈州的晶圆厂实现,而在亚利桑那州的制造预计将于今年晚些时候进入量产爬坡阶段(ramp up)。
英特尔代工的生态系统也正在日益完善。值得信赖且历经验证的生态系统合作伙伴,为英特尔代工提供了全面的IP、EDA和设计服务解决方案组合,支持英特尔代工的发展,推动技术进步。英特尔代工加速联盟(Intel Foundry’s Accelerator Alliance)新增了多个项目,包括英特尔代工芯粒联盟(Intel Foundry Chiplet Alliance)和价值链联盟(Value Chain Alliance)。其中,英特尔代工芯粒联盟在成立初期的重点是定义并推动先进技术在基础设施建设方面发挥作用,将为客户提供可靠且可扩展的方式,基于可互用、安全的芯粒解决方案进行产品设计,满足特定应用和市场的需求。
前瞻性陈述
This release contains forward-looking statements that involve a number of risks and uncertainties, including with respect to our business plans and strategy and anticipated benefits therefrom, our fabrication process technology roadmap, our advanced packaging roadmap, our manufacturing facilities, and our ecosystem alliances, tools and IP. Such statements involve many risks and uncertainties that could cause our actual results to differ materially from those expressed or implied, including those associated with:
· the high level of competition and rapid technological change in our industry;
· the significant long-term and inherently risky investments we are making in R&D and manufacturing facilities that may not realize a favorable return;
· the complexities and uncertainties in developing and implementing new semiconductor products and manufacturing process technologies;
· our ability to time and scale our capital investments appropriately and successfully secure favorable alternative financing arrangements and government grants;
· implementing new business strategies and investing in new businesses and technologies;
· changes in demand for our products;
· macroeconomic conditions and geopolitical tensions and conflicts;
· the evolving market for products with AI capabilities;
· our complex global supply chain, including from disruptions, delays, trade tensions and conflicts, or shortages;
· recently elevated geopolitical tensions, volatility and uncertainty with respect to international trade policies, including tariffs and export controls, impacting our business, the markets in which we compete and the world economy;
· product defects, errata and other product issues, particularly as we develop next-generation products and implement next-generation manufacturing process technologies;
· potential security vulnerabilities in our products;
· increasing and evolving cybersecurity threats and privacy risks;
· IP risks including related litigation and regulatory proceedings;
· the need to attract, retain and motivate key talent;
· strategic transactions and investments;
· sales-related risks, including customer concentration and the use of distributors and other third parties;
· our significantly reduced return of capital in recent years;
· our debt obligations and our ability to access sources of capital;
· complex and evolving laws and regulations across many jurisdictions;
· fluctuations in currency exchange rates;
· changes in our effective tax rate;
· catastrophic events;
· environmental, health, safety and product regulations;
· our initiatives and new legal requirements with respect to corporate responsibility matters; and
· other risks and uncertainties described in this release, our 2024 Form 10-K, our Q1 2025 Form 10-Q, and our other filings with the SEC.
Given these risks and uncertainties, readers are cautioned not to place undue reliance on such forward-looking statements. Readers are urged to carefully review and consider the various disclosures made in this release and in other documents we file from time to time with the SEC that disclose risks and uncertainties that may affect our business.
Unless specifically indicated otherwise, the forward-looking statements in this release do not reflect the potential impact of any divestitures, mergers, acquisitions, or other business combinations that have not been completed as of the date of this filing. In addition, the forward-looking statements in this release are based on management's expectations as of the date of this release, unless an earlier date is specified, including expectations based on third-party information and projections that management believes to be reputable. We do not undertake, and expressly disclaim any duty, to update such statements, whether as a result of new information, new developments, or otherwise, except to the extent that disclosure may be required by law.
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