Arm is expected to become an OEM customer of Intel's 18A process to produce its own chips

Intel announced a partnership with Arm and plans to optimize Arm IP on the Intel 18A process to reduce the cost and risk of customers adopting Intel 18A

Ming-Chi Kuo’s latest survey shows that the cooperation between Arm and Intel It’s not just limited to advanced process optimization. Arm is likely to become an Intel 18A customer, which means Intel will use 18A to produce ARM's own chips

Of course, since there is no baseband IP, and considering For existing smartphone customers (such as Apple, Qualcomm, etc.), Arm chips will most likely not be involved in mobile phones.

Kuo Ming-Chi believes that if Arm’s own chip shipments go smoothly, it will help Intel’s foundry business and attract orders from other customers, especially in the field of HPC/pure computing applications.

This site previously reported that Intel CEO Pat Gelsinger talked about Intel's product roadmap and technology evolution at the Deutsche Bank Technology Conference earlier this month. He expected that Intel 18A will be launched in 2025, and customers have already paid prepayments. payment.

I just went to Oregon yesterday with our technical development team, and things were pretty good. We feel like we've made progress with Intel 18A. For foundry customers, they need reliable PDK. They have to believe that we can make it happen. Our interest in this area continues to increase and progress is very good

"We believe Intel 18A will be in production late next year, putting us in a leading position in 2025. Our in-house products such as Clearwater Forest are progressing Successfully, our next-generation customer products have entered the advanced design stage, as have our foundry customers. "

"Now, we have received a large advance payment from customers for 18A production capacity. We're confident enough to invest in accelerating our 18A capacity. Overall, as we said, things are moving forward steadily for 18A. Momentum and manufacturing capacity have been highlighted. "

TSMC has established its position in the market, and we are a customer of TSMC, so for their wafer costs, wafer average selling prices. And the N2 budget that they're showing to N5 customers and N3 customers, we're very aware of that. We understand what their goals are

Intel said that Intel 18A is the last node of Intel’s “Five Process Nodes in Four Years” plan and currently Internal and external test chips are being steadily advanced as planned and are expected to be production ready in the second half of 2024 and available in 2025.

Intel said that more than five internal products are currently being developed based on the latest Intel 18A process node, and Intel 18A is expected to be available in 2025. The next-generation energy-efficient core Intel Xeon Scalable processor, codenamed Clearwater Forest, is scheduled to be delivered in 2025 and will use the Intel 18A process.

In terms of foundry, Intel plans to solve various problems of the 18A process node by increasing the output of internal products, thereby reducing the risks of the new process for external customers. Recently, Intel announced that it has signed a multi-generation cooperation agreement with Synopsys to further deepen its long-term strategic partnership in the semiconductor IP and EDA fields and jointly develop IP product portfolios based on Intel 3 and Intel 18A process nodes for Intel's foundry customers. . Previously, Intel has signed an agreement with Arm involving multi-generation cutting-edge system chip design, allowing chip design companies to use Intel 18A to develop low-power SoC chips; at the same time, Intel will also use the Intel 18A process to customize it for Swedish telecommunications equipment manufacturer Ericsson 5G system-level chip

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