Intel 18A或能获得“数亿美元”定单！

Core Viewpoint - Intel's 18A process technology is being tested by NVIDIA and Broadcom, which could lead to significant manufacturing contracts for Intel's foundry services if successful [2] Group 1: Intel's 18A Process Technology - NVIDIA and Broadcom are testing Intel's 18A process technology, which utilizes RibbonFET transistors and PowerVia backside power delivery [2] - The performance of Intel's 18A process is considered to be between TSMC's current and next-generation nodes, providing Intel a competitive opportunity in the foundry market [2] - Successful testing by NVIDIA and Broadcom is crucial for Intel to enter the foundry market, currently dominated by TSMC [2] Group 2: Impact of IP Module Certification - The certification of third-party IP modules for Intel's 18A process has been delayed by six months, potentially affecting service capabilities for small and medium chip design companies [2] - Once certified, these IP modules (such as PHY, controllers, PCIe interfaces) are expected to be widely used in millions of chips [2] Group 3: Strategic Importance of Intel - The U.S. government is focused on revitalizing the domestic semiconductor industry, with Intel being a key player as the largest chip manufacturer in the U.S. [2] - If all goes well, Intel is expected to start offering 18A foundry services to third-party customers by mid-2026 [2]