In Intel's plan in recent years, mastering 5-generation CPU technology in four years is a key link. Currently, Intel 7 technology has been mass-produced. Intel 4, which uses EUV lithography for the first time, was ready at the end of last year and will be mass-produced at the end of this year.
The key battle is Intel's 20A and 18A processes. The equivalent 2nm and 1.8nm processes are also the first technologies to enter the EMI level. They are expected to be mass-produced in the first half and the second half of 2024, and are the key technologies for Intel to regain the semiconductor king in 2025.
Among them, 1.8nm technology is especially important, because this generation of technology will not only be used by Intel itself, but also external OEM, which is the killer mace for Intel to win over TSMC customersBecause TSMC's 2nm technology is not ready for mass production in 2024, the schedule and technical indicators will be surpassed by Intel.
For the 1.8nm process, Intel recently revealed that it had customers testing chips last year, even reaching the IP stage, which is a significant development.
The only question is who Intel's 1.8nm technology customers are, and Intel has hinted many times before that it will announce the list.CFO David Zinsner reiterated at a conference that the first third-party customer details for the 1.8nm process will be announced this year.
We don't know who that customer will be, but it's unlikely to be a large semiconductor design company. It could be a specialized industry, such as military chips, which have the notable advantage of being less cost-sensitive, as Intel's 1.8nm process is expensive.