Intel(US:INTC) 国芯网·2025-04-21 11:12Core Viewpoint - Intel's latest 18A process technology, featuring advanced capabilities and significant performance improvements, positions it as a strong competitor to TSMC's 2nm process, with potential applications in upcoming products by 2026 [2][3]. Group 1: Intel 18A Process Technology - Intel 18A process technology operates at 1.1V, achieving a 25% speed increase and a 36% reduction in power consumption compared to standard Arm core architecture chips [2]. - The area efficiency of Intel 18A is superior to that of Intel 3, indicating enhanced design potential and higher density capabilities [2]. - The technology utilizes RibbonFET gate-all-around (GAA) transistors for precise current control and introduces the industry's first PowerVia backside power delivery technology, improving power transmission stability [2]. Group 2: Market Implications - If yield rates are satisfactory, Intel 18A is expected to compete effectively with TSMC's 2nm process technology [3]. - The initial applications of Intel 18A are projected to be in Panther Lake SoC and Xeon Clearwater Forest CPU, with terminal products anticipated to debut as early as 2026 [3].