While uncertainty reigns over Intel’s future direction, leaks – which can be considered serious – seem to indicate that the tide is turning for the 18A process. According to information relayed by Reuters, Nvidia and Broadcom are showing increasing interest in Intel’s 18A process, which they have already been testing for some time. Are they ready to start manufacturing their own chips in Intel foundries? It looks like we’re very close to a breakthrough. Indeed, these two tests, which were not previously announced, indicate that the two companies are in the final stages of deciding whether to commit to manufacturing contracts worth several hundred million dollars with Intel.
Towards a spectacular turnaround for Intel?
Nvidia, a leader in graphics cards and artificial intelligence, is carefully studying the advantages of this new generation of engraving. The aim is to maintain its lead in data centres and high-performance computing. The Greens seem to be upset by certain recent episodes in the collaboration with TSMC. Broadcom, for its part, is looking to optimise its network and telecoms solutions, while reducing its energy footprint. The 18A would be a strong contender, with solid arguments in terms of efficiency. It should be noted, however, that in recent months Broadcom has been playing a game of liar’s poker by leaking “questions” about Intel’s ability to deliver the 18A under the right conditions (yield).
Under the impetus of its former CEO Pat Gelsinger, who was recently dismissed, the group aimed to become a major player in semiconductor manufacturing. After an extremely painful transition, the 18A process has been heralded for some time as Gelsinger’s ‘baby’. It is intended to symbolise Intel Foundry Services’ move to the forefront. But that was before the departure of its CEO.
There is a lot at stake in this story. Intel is about to release its Panther Lake, manufactured in 18A, which should be a real demonstrator of the potential of the blue against TSMC. Intel could then attract new customers and finally begin to recoup the massive investment it has made in recent years. For Nvidia and Broadcom, the challenge is to ensure a stable, high-performance supply in order to meet increasingly demanding demand… And to cope with pressure from the new US administration, which wants to relocate as many strategic industries as possible.
