John Pitzer, visi perezida w’ingamba z’ibigo bya Intel, yaganiriye ku miterere y’ishami ry’ubukorano bw’isosiyete muri iki gihe, anagaragaza icyizere ku mikorere iri imbere ndetse n’uburyo bwo gupakira bugezweho.
Visi Perezida wa Intel yitabiriye Inama ya UBS Global Technology and Artificial Intelligence Conference kugira ngo baganire ku iterambere ry’ikoranabuhanga rya 18A sosiyete igiye gutera. Intel ubu irimo kongera umusaruro w’ibikoresho byayo bya Panther Lake, biteganijwe ko bizashyirwa ahagaragara ku mugaragaro ku ya 5 Mutarama. Icy'ingenzi kurushaho, umusaruro w’ibikorwa bya 18A ni ikintu cy’ingenzi kigaragaza niba iri koranabuhanga rishobora kuzana inyungu mu ishami ry’ubucukuzi bw’amabuye y’agaciro. Umuyobozi mukuru wa Intel yagaragaje ko umusaruro w’ibintu utaragera ku rwego "rukwiye", ariko hari intambwe ikomeye yatewe kuva Lip-Bu Tan yatangira kuyobora nk’umuyobozi mukuru muri Werurwe uyu mwaka.
“Ndizera ko dutangiye kubona ingaruka z’izi ngamba, kuko umusaruro utaragera ku rwego twari twiteze. Nk’uko Dave yabivuze ku nyungu, umusaruro uzakomeza kwiyongera uko igihe kigenda gihita. Ariko, twamaze kubona umusaruro wiyongera buri kwezi, ibi bikaba bihuye n’impuzandengo y’inganda.”
Mu gusubiza ibihuha by’uko hari abantu benshi bashishikajwe cyane n’iyi node ya 18A-P, abayobozi ba Intel bavuze ko iyi kit yo guteza imbere imikorere (PDK) "imaze igihe kinini cyane," kandi ko Intel izongera kuvugana n’abakiriya bo hanze kugira ngo isuzume inyungu zabo. Iyi node ya 18A-P na 18A-PT izakoreshwa mu masoko y’imbere no hanze, iyi ikaba ari imwe mu mpamvu zituma abaguzi barushaho gushishikazwa, kuko iterambere rya PDK rya mbere ryagenze neza cyane. Ariko, Pitzer yagaragaje ko ikigo cya Intel gishinzwe gushora imari mu nzu (IFS) kitazatangaza amakuru y’abakiriya, ahubwo ko gitegereje ko abakiriya bagaragaza gahunda zabo zo gukoresha iyi node.
Bitewe n’ubushobozi bwa CoWoS, ikoranabuhanga rigezweho ryo gupakira rifite icyizere gikomeye ku bucuruzi bwa Intel bwo gushushanya. Umuyobozi wa Intel yemeje ko bamwe mu bakiriya bakomeye bo gupakira bageze ku "musaruro mwiza," bigaragaza ko ibisubizo byo gupakira bya EMIB, EMIB-T, na Foveros biri gufatwa nk'uburyo bwo gusimbura ibicuruzwa bya TSMC. Umuyobozi yavuze ko abakiriya bavugana na Intel ku bushake ari ingaruka "z'ingaruka mbi," kandi ko ikigo ubu kirimo gukora "inama z'ingamba."
"Yego. Icyo nshaka kuvuga ni uko twishimiye cyane iri koranabuhanga. Dusubije amaso inyuma ku iterambere ryacu mu bijyanye no gupakira ibikoresho bigezweho, mu mezi agera kuri 12 kugeza kuri 18 ashize, twari dufite icyizere muri ubu bucuruzi, ahanini bitewe nuko twabonye abakiriya benshi bashaka ubufasha bwacu bitewe n'ubushobozi buke bwa CoWoS. Mu by'ukuri, dushobora kuba twarasuzuguye ubushobozi bw'ubu bucuruzi."
“Ndatekereza ko TSMC yakoze akazi keza cyane mu kongera ubushobozi bwa CoWoS. Dushobora kuba twarananiwe gato mu kongera ubushobozi bwa Foveros kandi ntitugere ku byo twari twiteze. Ariko inyungu y'ibi ni uko byatuzaniye abakiriya kandi bigatuma tuvana ibiganiro ku rwego rwa tactical tukabishyira ku rwego rwa strategique.”
Byaba ari amakosa kuvuga ko icyizere ku ishami rya Intel rishinzwe ubwubatsi cyagabanutse cyane ugereranije n'amezi make ashize. Iyi ni yo mpamvu Visi Perezida wa Intel yavuze ko ibiganiro ku bijyanye no guhuza ishami rishinzwe ubwubatsi bitaratangira. Kuri ubu, abakiriya bo hanze barimo gusuzuma ibisubizo bya chip na packaging bitangwa na Intel's Foundry Service (IFS), ari nayo mpamvu ubuyobozi bwa Intel bwizeye ko ishami rishinzwe ubwubatsi rishobora kunoza imiterere yaryo.
Igihe cyo kohereza: Ukuboza-08-2025