在前不久的投资者会议上,Intel推出了最新的CPU/GPU及工艺路线图,要在4年内掌握5代CPU工艺,技术上非常激进,现在Intel CEO基辛格更是自信喊话,2024年的Intel 3工艺节点上,不仅是领先AMD,顺道也超越台积电成为代工技术最好的公司。

At the recent investor meeting, Intel launched the latest CPU/GPU and process roadmap. It is very aggressive in technology to master the 5th generation CPU process within 4 years. Now Intel CEO Henry Kissinger is even more confident and shouts, 2024 On the Intel 3 process node, it not only leads AMD, but also surpasses TSMC to become the company with the best foundry technology.

At the recent Morgan Stanley Conference, Intel CEO Henry Kissinger talked about the company’s advanced technology and the development progress of processor products, and reiterated his confidence in the future generations of technology, saying that there are two teams developing Intel 4/3 The process and 20A/18A process are progressing smoothly.

Kissinger also talked about a specific product timetable, mainly for server-class processors. When Sapphire Rapids was launched, Kissinger thought that AMD would have to respond, and it would be a gap with AMD’s EPYC processors. very close competition.

It will be different in the future. When Intel launches Granite Rapids and Sierra Forest processors, these products will undoubtedly be the best, and Intel’s process will change from the previous laggard to the leader in server process technology. At that time, Intel will Master the best products, the best craftsmanship and the best products.

“3nm” process surpasses AMD + TSMC Intel promises to lead in 2 years

What do these words mean? As we mentioned before, Sapphire Rapids is a server processor to be released by Intel in the first half of this year. Based on the Intel 7 process, the server processors in the future will adopt a heterogeneous system of performance cores + energy efficiency cores. Granite Rapids is the performance core. The new Xeon core architecture, and Sierra Forest is the new Xeon product of the performance core. Both products are produced using the Intel 3 process and will be mass-produced in 2024.

So Kissinger’s statement means that on the Intel version of the “3nm” node in 2024, their Xeon processors will be ahead of AMD’s EPYC processors at that time – the latter is not sure what it is, but there is a high probability It is EPYC of 3nm Zen5 architecture.

Not only surpassing AMD, Kissinger believes that the Intel 3 process will also show its strength in the foundry manufacturers, leading TSMC, because the Intel 3 process will also provide external foundry services, and there will be more advanced 18A in the second half of 2024. Craftsmanship is available.

“3nm” process surpasses AMD + TSMC Intel promises to lead in 2 years

在日前的摩根斯坦利大会上,Intel CEO基辛格谈到了公司的先进工艺及处理器产品的发展进度,再次重申了对未来几代工艺的信心,表示有2个团队分别开发Intel 4/3工艺及20A/18A工艺,进展很顺利。

基辛格还谈到了具体的产品时间表,主要是针对服务器级处理器,其中Sapphire Rapids推出时,基辛格认为AMD会不得不做出回应,它跟AMD的EPYC处理器会是一场差距很近的竞赛。

再往后就不一样了,等到Intel推出Granite Rapids和Sierra Forest处理器时,这些产品无疑将是最好的,而且Intel的工艺也会从之前的落后变成服务器工艺技术的领先,届时Intel将掌握最好的产品、最好的工艺及最好的产品。

“3nm”工艺超越AMD+台积电 Intel放言2年后全面领先

这些话什么意思?我们之前介绍过,Sapphire Rapids是Intel今年上半年要发布的服务器处理器,基于Intel 7工艺,再往后的服务器处理器就要走性能核+能效核的异构体系了,其中Granite Rapids是性能核架构的至强新品,Sierra Forest则是效能核的至强新品,两款产品都使用Intel 3工艺生产,2024年量产。

所以基辛格的表态就意味着,在2024年的Intel版“3nm”节点上,他们的至强处理器要领先AMD当时的EPYC处理器——后者具体是啥还不确定,但大概率是3nm Zen5架构的EPYC。

不仅是超越AMD,基辛格认为Intel 3工艺还要在晶圆代工厂商大展身手,领先台积电,因为Intel 3工艺也会对外提供晶圆代工服务,2024下半年还有更先进的18A工艺可供代工。

“3nm”工艺超越AMD+台积电 Intel放言2年后全面领先

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