Another day, another "bad news for Intel" story. In a year of dismal financial results, disappointing desktop chips, internal turmoil and... you know the rest. However, if the latest rumours are to be believed, things might be even worse than previously thought when it comes to its foundry business.
After the resignation of its CEO, Pat Gelsinger, earlier this week, a report from South Korean outlet Chosun Daily say that Intel's 18A process is producing yields of just 10% (via TrendForce). Gelsinger had previously stated that he'd "bet the whole company on 18A", and that seems like a gamble that may have catastrophically backfired if this latest figure turns out to be true.
Gelsinger indicated Intel's own chips had a h25 com เข้าสู่ระบบ below 0.4D0 as defect density on 18A which is in the 60% yield range. Broadcom's ability to port their libraries is likely the main issue here not necessarily 18A. Which is ironic since back in the day Broadcom prided iteself on its… u31 game เข้าสู่ระบบ https://t.co/Q2lFP82qYUSeptember 4, 2024
Still, Intel's foundry business has been an ongoing problem for the company, with the 20A process being dropped entirely in order to focus on an 18A-based future. With next-generation Nova Lake and Panther Lake processors expected to be built primarily on 18A, a catastrophic yield rate would put Intel even more on the back foot than it currently appears.
Time will tell, I suppose. The current Arrow Lake generation of chips were built primarily by TSMC, and while they turned out to be something of a disappointment, Intel will have been hoping that 18A yields are substantial enough to mean that its future processors are much more of an in-house affair.
That's if the chip giant hasn't carved itself into too many pieces by then, or if the US government hasn't stuck its nose in to force the company to split. Our Jeremy has written a fantastically in-depth piece as to what might happen next to Intel and its chip fab business after Gelsinger's departure—but the cliff notes are, things still look rather rocky in the near future for team blue.
And if these rumours are to be believed? 18A may be contributing significantly to that bumpy ride. Chip making, ey? It's a complicated affair, even when it comes to sorting through the scuttlebutt.
