Intel’s advanced manufacturing process has suffered another setback, Ming-Chi Kuo said that Qualcomm has stopped developing Intel 20A chips

【Lansheng Technology Information】On August 9, according to the latest research report released by Ming-Chi Kuo, Qualcomm has stopped developing the Intel 20A chip.

He believes that Intel's lack of cooperation with first-line IC design companies such as Qualcomm will not be conducive to the growth of RibbonFET and PowerVia, and will further make Intel 18A R&D and mass production face higher uncertainties and risks.

Ming-Chi Kuo pointed out that after the advanced manufacturing process enters 7nm, the high-end orders of the first-line IC design industry are more important to the foundry.

According to public information, Intel plans to gradually move from Intel 10 to Intel 7 and Intel 4, and then continue to develop towards Intel 3, Intel 20A, and Intel 18A processes.

It is reported that Intel 7 has been mass-produced, Intel 4 will be launched in the second half of this year, and will be used for Core processors (Meter Lake), Intel 3 is advancing as planned, Intel 20A, Intel 18A test chips have been taped out, Intel 20A uses RibbonFET technology, which is similar to Samsung’s GAA transistor technology. In addition, Intel’s unique and industry’s first backside power transmission network will be used to optimize signal transmission by eliminating the need for power supply wiring on the front of the wafer. If all goes well If so, the Intel 20A process technology was originally planned to be mass-produced in 2024.

Although Intel announced that its CPU module will use the Intel 20A process when it announced Arrow Lake last year, there have been reports that it will switch to TSMC's N3 process. At present, it is reported that Intel has given up using the 20A process in Arrow Lake. All the chiplets above will be produced by TSMC.

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