Intel It is advancing at a compelled march in the subject of its lithographic processes with the thought of having the ability to distance itself from AMD. The growth goes from power to power as a result of the firm already introduced a number of months in the past that its 20A course of -twenty Å or angstroms, equal to 2 nm— it was round six months forward, and the dates are maintained. That additionally introduced the arrival of the 18A course of (1.8 nm or 18 Å) ahead by six months to a yr, and maintains it.
Initially, the firm anticipated the arrival of 18A in the second half of 2025, because it depends upon ASML since it’s a lithographic course of that will make use of its future excessive numerical aperture equipment. Intel reached an settlement with ASML to be the first to obtain this equipment, and ASML introduced that its high-NA equipment would be put in in 2024.
The following slide is from February, the place the firm already indicated that it was forward of schedule in the growth of these new lithographs. The downside is definitely in the quantity of manufacturing with this lithograph. ASML mentioned it could set up 5 machines in 2024 and one other 5 in early 2025, with an estimated value per TwinScan EXE:5200 scanner of $400 million.
Therefore, though Intel plans to produce one thing at the finish of 2024 with the 18 Å course of like the Lunar Lake, there will be two, three or 4 processor fashions, and so they will coexist on the market with the Arrow Lake that might arrive in the first half of 2024. Or perhaps I’ll begin producing them however I would not put them on sale till 2025. If you look at the slide above, it says that the 4nm course of for Meteor Lake is already ready to manufacture nevertheless it’s not anticipated to arrive till the second half from 2023, however it’s potential that it will use it to manufacture these ASICs that you simply point out. The identical factor would occur with the 18A course of: we might not have to look forward to shopper processors till 2025.