重磅：英特尔揭秘1.4nm细节，晒神秘AI芯片

Core Insights - Intel is positioning itself as a leading foundry service provider, focusing on advanced process technologies and packaging solutions to meet the demands of the AI era [1][81] - The company has unveiled its latest technology roadmap, including the upcoming Intel 18A (1.8nm) and Intel 14A (1.4nm) nodes, with plans for mass production and collaboration with major clients [3][39][41] Process Technology Developments - Intel plans to mass-produce the Intel 18A node within this year, with the first products including the Panther Lake CPU for laptops and Clearwater Forest server CPUs [5][39] - The Intel 14A and its variants are expected to enhance performance by 15-20% per watt and increase chip density by 1.3 times compared to Intel 18A [35][43] - The company has invested nearly $90 billion over the past four years, with a significant portion allocated to enhancing its front-end and back-end technology capabilities [30] Advanced Packaging Innovations - Intel has introduced a new advanced packaging roadmap featuring technologies like EMIB-T 2.5D and Foveros Direct 3D, which are touted as optimal solutions for AI applications [7][60] - The Foveros technology allows for vertical stacking of chips, improving integration density and reducing interconnect spacing [70] - New packaging solutions are being developed to meet high bandwidth memory (HBM) demands, with EMIB-T and Foveros-R expected to be available by 2027 [62][70] Ecosystem and Collaboration - Intel is actively collaborating with major EDA companies and semiconductor ecosystem partners to support the design and production of its new nodes [20][24] - The company has established a diverse and flexible global supply chain, which is considered a key strength moving forward [17] - Intel's foundry ecosystem is continuously evolving, with partnerships aimed at providing comprehensive IP, EDA, and design services [24][29] Strategic Vision and Market Positioning - Intel aims to transform its foundry business into a service-oriented company, focusing on customer trust and satisfaction [78][80] - The company is committed to adapting to the AI era by integrating advanced process technologies and packaging solutions into its offerings [11][81] - As the semiconductor market is projected to reach $1 trillion, Intel is positioning itself as a critical player in the industry, leveraging its technological advancements and partnerships [13][81]