18A制程吸引目光 英特尔、微软传谈代工合约

Core Insights - Intel is reportedly negotiating a large-scale wafer foundry contract with Microsoft for the production of chips using the 18A advanced process, attracting interest from tech giants like NVIDIA and Google, challenging TSMC's dominance [1] - The 18A process is described as potentially being an "iPhone moment" for the semiconductor industry, with Intel aiming to position it as an alternative to TSMC's N2 process [1] - Intel's 18A process is expected to enter stable mass production in the second half of this year, with performance claims comparable to TSMC's N2 process [1][2] Company Developments - Intel's new CEO, Pat Gelsinger, is focusing on electronic design automation (EDA), packaging, and wafer foundry services as part of the company's strategic vision [1] - The company is currently in the risk trial production phase for the 18A process, with expectations to transition to mass production within the year [1] Industry Context - The interest from major U.S. tech companies in the 18A process is driven by the need to mitigate geopolitical risks and alleviate tariff pressures, especially in light of potential semiconductor tariffs proposed by Trump [2] - Compared to TSMC and Samsung, Intel's supply chain appears to be more diversified, which could provide a geopolitical advantage if the 18A process achieves stable mass production [2]