Recently, Intel has frequently launched significant actions. Firstly, within just three days, it announced investment plans totaling over $60 billion. Subsequently, the company announced its most significant transformation plan since its establishment, splitting its internal wafer manufacturing business into independent operations and opening up foundry services. Among them, the 18A process node is the key to this plan.
The Intel 18A process is an improved version of the 20A process, equivalent to a friend's 1.8nm process. It will be mass-produced in the second half of 2024, and will also have two major all black technologies: PowerVia back power supply and RibbonFET full surround gate.
According to Intel, the 18A technology will not only surpass the 2nm technology of companies such as TSMC and Samsung, but also lead in progress. The other two 2nm chips will not be mass-produced until 2025 and will be launched even later.
Intel has also confirmed that they are developing processors based on the 18A process, and there are at least 5 internal products, which are expected to be launched in 2025.
What specific processors are there? They should involve mobile, desktop Core, server level Xeon, AI chips, and even future GPU chips. Our main products will all use the 1.8nm technology.
One processor in the Core product line is called Lunar Lake, which is aimed at products after 2024. The processor will adopt a new x86 architecture, and the GPU will be upgraded to the second-generation Xe architecture, equipped with a new VPU acceleration unit to improve AI performance.