that|Kadensa Capital Limited: Intel singles out TSMC Samsung( 二 )
But there is no harm if there is no comparison. The smaller the value, the more precise the manufacturing process, which can accommodate more transistors per unit area, thereby improving efficiency and manufacturing more powerful processors. As far as Intel’s old rivals TSMC and Samsung are concerned, their 5nm process has already been put into mass production. The 5nm process has contributed more than 10% of TSMC’s revenue for three consecutive quarters.
However, Bu Rixin informed the Beijing Business Daily reporter that in fact, Samsung, TSMC’s 7nm and Intel’s 7nm are not comparable. It may be misleading to just look at the numbers. Intel’s chip manufacturing process is equivalent to customizing specifically for my own CPU. From the above point of view, Intel's 7nm can be comparable to Samsung and TSMC's 5nm process.
Dan Hutchison, CEO of independent semiconductor forecasting company VLSI Research, once said that over time, the titles used by chip manufacturers have become random symbolic terms. This gives people the wrong impression that Intel is less competitive.
In fact, Intel has also expressed disdain for the naming methods of TSMC and Samsung, saying that the performance and transistor density of the company's 10nm SuperFin process is equivalent to that of TSMC and Samsung's 7nm process, and the three are not compatible with each other.
For this reason, Intel is also trying to change this digital trend with a name change while announcing the start of its foundry business. According to data provided by Intel in response to reporters from Beijing Business Daily, starting with Intel’s next node (previously called Enhanced SuperFin) Intel 7, Intel’s subsequent nodes will be named Intel 4, Intel 3 and Intel 20A, corresponding to the third Generation 10nm technology, 7nm process formal architecture, second-generation 7nm products and next-generation Intel technology.
"We are accelerating the road map of process innovation to ensure that process performance is ahead of the industry by 2025." Pat Kissinger pointed out that Intel will use High-NA EUV lithography machines to promote new process processes in the future.
Can still eat
According to Intel, the A of 20A refers to "Amm", and the length is one very long of nanometers. This process is estimated to be launched in 2024, and also heralds the arrival of a new era, that is, engineers are making atomically. The period of devices and materials-the Ami period of chips.
Consumer R&D is going from side to side, and it seems that Intel has been quite clear about the way it will develop in the future. Ideals are wonderful, but ideals may not be so good. After all, Intel’s toothpaste-style pauses are also famous in recent years.
For example, the Ice Lake-SP processor, the original plan was released in early 2019, but the actual launch time is two years later in April 2021; another example is the 10nm+ SuperFin server chip Sapphire Rapids, which was launched in October last year. However, in March of this year, the delivery time was postponed to the end of 2021, and in June it was postponed again to 2022; another example is the 7nm mass production process that keeps skipping tickets.
The former CEO of Intel, Bob Swan, once responded to the problem of difficult production of the 10nm process. At that time, he said frankly: Intel was overconfident in his ability to exceed industry standards, and he took the result.
The financial report clarified the gap between ideals and ideals. Last week, Intel released the second quarter financial report of this year. Both revenue and earnings per share exceeded Wall Street expectations. Non-GAAP revenue was 18.5 billion U.S. dollars, a year-on-year increase of 2%, higher than the expected 17.8 billion U.S. dollars; second quarter non-GAAP net profit It was US$5.2 billion, up 6% year-on-year; non-GAAP earnings per share in the second quarter were US$1.28, up 12% year-on-year.
However, after the financial report was released, Intel's stock price rose more than 3% after the market, but then fell by 2%. The reason may be the poor performance of the data center department, which had revenue of 6.5 billion U.S. dollars in the quarter, a year-on-year decline of 9%. Regarding the reasons for the decline, Intel said that this is a challenging competitive environment.
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