This article was reprinted with permission from Superpower.com.
Recently, Intel Corp. has been pushed to the forefront due to the problem of difficult production in the 10nm process. The vice president has previously stressed that the 10nm process problem is only a yield issue and is being solved, and their 14nm process still has the potential to be exploited.
However, this does not ease the market's anxiety about Intel. CEO Ke Zaiqi was also asked about these issues during the hosting of the 2018 general meeting today. He emphasized that the 7nm process will not encounter the difficult production problem of the 10nm process, and does not worry about AMD leading the 7nm node. Their 14nm process still has advantages in 2019.
One of the most concerned questions for analysts is whether Intel's delay at 10nm will affect the future 7nm process. For this reason, Intel CEO Ke Qiqi said that most of the problems they encountered in the 10nm process will not affect 7nm progress. Because the 10nm process was developed by Intel without the EUV lithography process, 7nm will be the first time that Intel has used the EUV lithography process. It can bring more advantages to wafer fabrication, such as making much smaller transistors. This is The first difference between their 10nm and 7nm processes.
In addition, Intel also has different goals on the 7nm node. In previous articles, we also raised the reason why Intel explained why 10nm is so difficult to produce. The main reason is that their target is too high. Compared to the 14nm process, the conversion factor is 2.7x. Therefore, the Intel target conversion factor on the 7nm node is only 2.4x, which is back to the previous level, and the industry's usual standard is 1.5 to 2.
Kozanch said that after the goal is reduced, the challenge brought by the 7nm process is just like their traditional process innovation (smoothly), so most of the problems encountered by Intel in the 10nm node will not be reproduced on the 7nm node.
Intel will continue to monitor the progress of the 7nm process and remain optimistic about their 7nm process.
For analysts concerned about the competitive advantage of AMD's mass production earlier than Intel’s 7nm node, Intel’s CEO Keqiqi expressed his absolute confidence in the company’s 14nm process. He believes there is still much room for improvement in the performance of Intel's 14nm process. Intel will not only stay ahead of the customer in the data center.
Keczy said they are very confident (leading to 14nm performance) and have planned to launch more aggressive leading products in 2019. At the same time, they will not give up the issue of continuing to improve 10nm yield in 2019. In short, his roadmap to Intel Feel very satisfied, think Intel is launching one of the best road maps in history.
