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Competition in the field of chip foundry is very accumulative, and TSMC and Samsung account for more than 7% of the global market share. It is not easy for other manufacturers to break the monopoly, but in this case, Intel bucked the trend and entered the chip foundry industry. And Intel is even more talking, 18nm second TSMC 2nm, there is no opponent in 2 years, why does Intel have such confidence?
When it comes to chip manufacturing, it is estimated that many people think of TSMC and Samsung, after all, these two companies are the only manufacturers that can produce high-end chips of 7nm and below. But Intel's strength should not be underestimated, and Intel has multiple manufacturing plants around the world, distributed in different regions, to meet the needs of the global market.
In addition, Intel has also established a stable chain relationship with many partners to ensure the stability of the chip. Intel has also invested a lot of resources in R&D and innovation, and has continuously launched new chip products, such as Intel Core processors, Intel Xeon server processors, etc.
It's just that Intel is lagging behind in technology, and there is a gap of several generations with TSMC and Samsung. The chip foundry department was formed many years ago, and today it has achieved remarkable results.
According to TrendForce data, in the third quarter of this year, Intel entered the list of the world's top 10 foundries for the first time, with foundry revenue of 3$100 million, ranking ninth.
And Intel also released cruel words, the company's CEO Gelsinger said that its own 18A process (18nm) TSMC 2nm, there will be no opponent for at least 2 years. TSMC plans to achieve mass production of 2nm chips in 2025, and Intel's 18A process is also the most advanced process it currently plans.
Although it has not yet been mass-produced, Intel can conclude that it is ahead of TSMC from a technical point of view. If not bragging, then there is a lot of self-confidence.
TSMC is the world's largest chip foundry, standing tall for more than 30 consecutive years, why does Intel have the confidence to surpass TSMC's process?Intel also explained this, saying that they use a full gate (GAA) transistor and backside power delivery technology for the A18 process.
Compared to traditional planar gate transistors, GAA transistors offer better performance and power consumption advantages. This architecture provides better current control and electron flow performance, resulting in higher integration and lower power consumption.
In addition, Intel cooperated with ASML to order more advanced NA EUV lithography machines, and next year ASML plans 10 NA EUV lithography machines, of which 6 are purchased by Intel.
EUV lithography machines use extreme ultraviolet light (wavelength 13.)5nm), while the NA EUV lithography machine reduces the optical performance of the NA system from 033 to 055, thus being able to ** more precise chips.
If you want to produce 2nm chips, NA EUV lithography machines are indispensable, Intel bought 6 units as soon as it made a move, and even TSMC did not allocate so much capacity. Intel's self-confidence ** includes technology and equipment, which can ensure these two major competition points, and perhaps in the competition for 2nm chips, Intel may really stand out.
I just don't know if TSMC is in a hurry, if it doesn't actively respond, the world's No. 1 throne may be coveted.
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