Agency: Intel's 1.8nm mass production is earlier than TSMC's 2nm, which may "overturn the script"-EEWORLD

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Recently, TSMC announced its N2 (2nm process) schedule, which may start mass production by the end of 2025, later than Intel's 18A node (equivalent to 1.8nm process). The agency pointed out that Intel's acceleration in advanced process development makes it believe that the chipmaker can "subvert the script" and surpass its competitors TSMC and Samsung in performance with the 18A node.

According to the technology website theRegister, a few days before TSMC released its N2 schedule, Intel just revealed that its next-generation 18A node will be put into production in the second half of 2024, a few months earlier than previously expected in 2025. Intel CEO Gelsinger believes that the company will become a leader in process performance with its 18A node, and the early production shows that it is currently full of confidence.

In a recent analysis, Scotten Jones, head of semiconductor consulting firm IC Knowledge, said that if Intel can really achieve its goals as planned, it will mark a reversal of the competitive landscape. Previously, due to mistakes in the 10nm and 7nm processes, Intel fell behind TSMC and Samsung in cutting-edge manufacturing. Before this, the analyst believed that Intel had no chance to catch up.

“In summary, we believe Intel can significantly accelerate process development at a time when foundries are struggling,” he said. “While we do not believe Intel will regain process leadership over the timeframe studied, we do believe they will regain performance leadership.”

Intel plans to launch a total of four new nodes between now and 2024, starting with Intel 4 in the second half of 2022, followed by Intel 3 in 2023, Intel 20A in early 2024, and Intel 18A later that year.

Keywords：Intel Reference address：Agency: Intel's 1.8nm mass production is earlier than TSMC's 2nm, which may "overturn the script"

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