公众号记得加星标⭐️，第一时间看推送不会错过。 然而，英特尔14A制造工艺还有另一个对这家芯片制造商尤为重要的方面：外部客户的使用情况。就 18A工艺而言，该公司至今未能获得任何一家需要大量订单的大型外部客户。虽然18A工艺将由英特 尔自身、微软和美国国防部使用，但只有英特尔会消耗大量产品。对于14A工艺，英特尔希望至少能 再争取到一家有大批量需求的外部客户，因为这将确保英特尔能够收回其在开发这种先进工艺节点上 的投资。 但这里有个重大问题。英特尔目前的资本支出计划并不包括为第三方客户投资14A芯片产能。因此, 即使英特尔从大客户（例如苹果、AMD、英伟达或高通）那里拿到订单，它也必须投资建设额外的 产能，这将推迟英特尔晶圆代工业务达到盈亏平衡点的时间。 "当我们赢得英特尔14A芯片的客户时，我们必须在获得收入之前就投入大量资金，"加拿大皇家银行 资本市场全球科技、互联网、媒体和电信（TIMT）大会上，负责企业规划和投资者关系的副总裁约 翰 ·皮策表示。"我认为，为了保持透明度，随着客户数量的增长，最终实现这一目标的时间可能会推 迟。不过，我认为大多数投资者都能接受这一点，因为这将证明我们确实有能力建立外部代 ...

Core Viewpoint - Intel is experiencing a potential turnaround with new developments in its 14A process technology, which may involve collaboration with Apple and interest from Nvidia [3][4]. Group 1: Intel's 14A Process Technology - Intel's upcoming 14A process will introduce the second generation of RibbonFET and PowerDirect power delivery architecture, building on the PowerVia technology from its 18A process [3]. - The 14A process is targeted at applications in AI and edge computing, with early versions of the 14A Process Development Kit (PDK) provided to key customers, including Nvidia and Apple, for testing [3]. Group 2: Market Dynamics and Competition - Intel's future in the advanced process competition is uncertain, as the company has stated it will exit if it cannot attract significant external customer orders for its 18A and 14A processes [3]. - The semiconductor supply chain is currently dominated by TSMC, leaving major tech companies with limited options regarding node pricing and capacity allocation [4]. - Apple's consideration of Intel's 14A process is significant, as it may diversify its supply chain, especially with TSMC expected to launch its A14 process around the same time [4]. Group 3: Nvidia's Interest - Nvidia has shown interest in collaborating with Intel for its foundry business, driven by the strong demand in the AI sector, indicating that Nvidia cannot rely solely on one foundry [4].