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英特尔CEO陈立武谈英特尔代工:我们需要与代工客户建立信任

Core Insights - Intel's foundry business is gaining attention amid increasing competition in the semiconductor industry, with CEO Pat Gelsinger emphasizing the importance of building trust with foundry customers [1][6] Group 1: Foundry Business Developments - Intel's foundry business is expected to see significant advancements, with the highly anticipated Intel 18A process node projected to ramp up production in the second half of 2025, and the first product, codenamed Panther Lake, set to launch by the end of 2025 [4] - Additional product models based on the Intel 18A process are expected to be released in the first half of 2026, showcasing Intel's commitment to process technology [4] Group 2: Customer Service and Trust - The success of Intel's foundry business relies not only on process technology and manufacturing capabilities but fundamentally on customer service built on trust [6] - Intel is accelerating the adoption of industry-standard EDA tools and best design practices to ensure its process technology can be easily utilized by various customers, accommodating different design tools and methodologies [6] - The company is making necessary adjustments to its roadmap to fulfill commitments to foundry customers, focusing on delivering wafers that meet customer requirements in terms of power consumption, performance, area, cost, quality, yield, reliability, and delivery time [6]