{"id":611617,"date":"2025-12-24T05:04:30","date_gmt":"2025-12-24T13:04:30","guid":{"rendered":"https:\/\/nai500.com\/?p=611617"},"modified":"2025-12-24T05:04:30","modified_gmt":"2025-12-24T13:04:30","slug":"intel-intc-nvidia-nvda-18a","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hant\/blog\/2025\/12\/intel-intc-nvidia-nvda-18a\/","title":{"rendered":"Intel INTC \u56e0 Nvidia NVDA \u66ab\u505c 18A \u6e2c\u8a66\u800c\u4e0b\u632b"},"content":{"rendered":"

\u5728\u6709\u5831\u5c0e\u6307\u51fa Nvidia \u66ab\u505c\u5c0d Intel \u7684 18A \u88fd\u7a0b\u9032\u884c\u8a66\u9ede\u6e2c\u8a66\u5f8c\uff0cIntel \u80a1\u50f9\u5927\u5e45\u4e0b\u8dcc\uff0c\u52d5\u6416\u4e86\u5e02\u5834\u5c0d\u9019\u5bb6\u6676\u5713\u4ee3\u5de5\u8f49\u578b\u7684\u4fe1\u5fc3\u3002\u6b64\u8209\u6253\u64ca\u4e86\u6574\u500b\u534a\u5c0e\u9ad4\u677f\u584a\u7684\u60c5\u7dd2\uff0c\u4ea4\u6613\u8005\u958b\u59cb\u8cea\u7591 Intel \u5e7e\u5341\u5e74\u4f86\u6700\u95dc\u9375\u7bc0\u9ede\u7684\u6642\u6a5f\u8207\u7bc4\u570d\u3002\u5e02\u5834\u628a\u9019\u6b21\u66ab\u505c\u8996\u70ba\u8d85\u8d8a\u6a19\u984c\u65b0\u805e\u7684\u4e8b\u4ef6\uff1a\u5b83\u95dc\u4e4e Intel \u662f\u5426\u80fd\u5728\u6700\u5148\u9032\u9818\u57df\u8d0f\u5f97\u91cd\u8981\u696d\u52d9\uff0c\u4e26\u514c\u73fe\u652f\u6490\u516c\u53f8\u4f30\u503c\u91cd\u7f6e\u8207 CHIPS Act \u6558\u4e8b\u7684\u8def\u7dda\u5716\u3002<\/p>\n

Intel \u80a1\u50f9\u56e0 Nvidia \u66ab\u505c 18A \u800c\u4e0b\u632b<\/h3>\n

INTC \u5728\u6d3b\u8e8d\u4ea4\u6613\u4e2d\u4e0b\u8dcc\uff0c\u8868\u73fe\u843d\u5f8c\u65bc\u6574\u9ad4\u6676\u7247\u65cf\u7fa4\uff0c\u56e0\u70ba\u6295\u8cc7\u4eba\u91cd\u65b0\u8a55\u50f9 Intel \u5728\u6676\u5713\u4ee3\u5de5\u96c4\u5fc3\u4e0a\u7684\u57f7\u884c\u98a8\u96aa\u3002\u6b64\u524d\u5e7e\u5c0f\u6642\u6709\u5831\u5c0e\u7a31 Nvidia \u505c\u6b62\u6e2c\u8a66 Intel \u7684 18A \u7bc0\u9ede\uff0c\u8a72\u8209\u63aa\u666e\u904d\u88ab\u8996\u70ba\u8a66\u63a2\u6027\u4f46\u5177\u6709\u8c61\u5fb5\u610f\u7fa9\u3002\u671f\u6b0a\u6210\u4ea4\u91cf\u6fc0\u589e\uff0c\u4ea4\u6613\u8005\u5c0b\u6c42\u4e0b\u884c\u4fdd\u8b77\u4e26\u62bc\u6ce8\u4e8b\u4ef6\u9a45\u52d5\u7684\u6ce2\u52d5\u3002\u554f\u984c\u5f88\u76f4\u63a5\uff1a\u82e5\u5168\u7403\u6700\u6709\u50f9\u503c\u7684\u6676\u7247\u8a2d\u8a08\u516c\u53f8\u5728\u8a66\u9a57\u4e0a\u8e29\u4e86\u524e\u8eca\uff0c\u5176\u4ed6\u6f5b\u5728\u5ba2\u6236\u4e5f\u53ef\u80fd\u653e\u6162\u8a55\u4f30\u6b65\u4f10\u3002\u96d6\u7136\u7d30\u7bc0\u7a00\u5c11\uff0c\u4e14\u96d9\u65b9\u7686\u672a\u516c\u5e03\u6b63\u5f0f\u6642\u7a0b\uff0c\u4f46\u5c31\u89c0\u611f\u800c\u8a00\uff0c\u5c0d\u4e00\u652f\u4ee5\u80fd\u70ba\u5916\u90e8\u8a02\u55ae\u800c\u91cd\u4f30\u7684\u80a1\u7968\u4f86\u8aaa\u662f\u8ca0\u9762\u6d88\u606f\uff0c\u8a72\u627f\u8afe\u662f Intel \u80fd\u8d0f\u5f97\u5916\u90e8\u5148\u9032\u7bc0\u9ede\u8a02\u55ae\u4e26\u7a69\u5b9a\u5176\u5167\u90e8\u7522\u54c1\u7bc0\u594f\u7684\u6839\u57fa\u3002<\/p>\n

\u70ba\u4f55 Nvidia \u7684\u6e2c\u8a66\u5c0d Intel \u7684\u7ffb\u8eab\u81f3\u95dc\u91cd\u8981<\/h3>\n

Nvidia \u5728\u5176\u6700\u5148\u9032\u7684 GPU \u8207\u5c01\u88dd\u4e0a\u4ecd\u8207 TSMC \u7d81\u5b9a\uff0c\u4f46\u8a55\u4f30 Intel \u662f\u4e00\u500b\u7b56\u7565\u69d3\u687f\uff1a\u4f9b\u61c9\u4f86\u6e90\u591a\u5143\u5316\u3001\u653f\u7b56\u9806\u98a8\uff0c\u4ee5\u53ca\u50f9\u683c\u8ac7\u5224\u529b\u3002\u5c0d Intel \u800c\u8a00\uff0c\u5c31\u7b97\u4ee5\u4f4e\u91cf\u8b93 Nvidia \u5c07\u77fd\u7247\u63a8\u904e 18A\uff0c\u4e5f\u6703\u5411\u5e02\u5834\u50b3\u905e\u4e00\u500b\u8a0a\u865f\uff1a\u6676\u5713\u4ee3\u5de5\u8f49\u5411\u5177\u6709\u8d85\u8d8a\u653f\u5e9c\u8a08\u756b\u8207\u5c11\u6578\u65e9\u671f\u8a2d\u8a08\u52dd\u5229\u7684\u771f\u5be6\u52d5\u80fd\u3002\u6c92\u6709\u9019\u500b\u8a0a\u865f\uff0c\u591a\u982d\u8ad6\u9ede\u5c31\u5f97\u66f4\u4ef0\u8cf4\u672a\u5177\u540d\u7684\u8d85\u5927\u898f\u6a21\u96f2\u7aef\u696d\u8005\u8208\u8da3\u3001\u9632\u52d9\u5408\u7d04\u8207\u5167\u90e8\u7522\u54c1\u3002\u6295\u8cc7\u4eba\u5f88\u6e05\u695a\uff0c\u4ee3\u5de5\u4fe1\u8b7d\u662f\u4e00\u6b65\u4e00\u8173\u5370\u7531\u5ba2\u6236\u7d2f\u7a4d\u4f86\u7684\u3002Nvidia \u7684\u66ab\u505c\u4e26\u4e0d\u95dc\u4e0a\u5927\u9580\uff0c\u4f46\u5b83\u628a\u8209\u8b49\u8cac\u4efb\u91cd\u65b0\u58d3\u56de Intel \u7ba1\u7406\u5c64\uff0c\u5fc5\u9808\u5c55\u793a\u5927\u898f\u6a21\u7684\u826f\u7387\u3001\u6bcf\u74e6\u6548\u80fd\u8207\u5c01\u88dd\u5c31\u7dd2\u5ea6\u3002<\/p>\n

18A \u7684\u627f\u8afe\u8207\u5c0d\u8def\u7dda\u5716\u7684\u98a8\u96aa<\/h3>\n

18A \u88ab\u8996\u70ba Intel \u7684\u91cd\u7f6e\u6309\u9215\u3002\u8a72\u7bc0\u9ede\u570d\u7e5e RibbonFET \u6676\u9ad4\u7ba1\u8207 PowerVia \u80cc\u9762\u4f9b\u96fb\u7cfb\u7d71\u69cb\u5efa\uff0c\u4e26\u914d\u5408\u65e9\u671f\u63a1\u7528 High-NA EUV\u2014\u2014\u9019\u4e9b\u6280\u8853\u662f Intel \u6240\u6a19\u699c\u7684\u5bc6\u5ea6\u8207\u6548\u80fd\u512a\u52e2\u3002\u6642\u7a0b\u8207\u898f\u683c\u540c\u7b49\u91cd\u8981\u3002Intel \u8868\u793a 18A \u662f\u5982 Clearwater Forest \u7b49\u4e0b\u4e00\u4ee3\u4f3a\u670d\u5668\u5143\u4ef6\u4ee5\u53ca\u672a\u4f86\u5ba2\u6236\u7aef\u8a2d\u8a08\u7684\u57fa\u790e\uff0c\u4e14\u662f\u5438\u5f15\u5c0b\u6c42\u570b\u5167\u5148\u9032\u88fd\u9020\u7684\u5916\u90e8\u5ba2\u6236\u7684\u8a98\u56e0\u3002\u82e5 Nvidia \u9000\u51fa\u6e2c\u8a66\uff0c\u6295\u8cc7\u4eba\u5c07\u64d4\u6182\u6642\u9593\u8868\u3001\u7f3a\u9677\u7387\u8207\u6210\u672c\u76ee\u6a19\u3002\u4efb\u4f55\u5ef6\u5b95\u6703\u5f62\u6210\u53cd\u994b\u5faa\u74b0\uff1a\u5c11\u4e86\u9ad8\u8abf\u7684\u8a66\u9a57\u6676\u7247\u5c31\u5c11\u4e86\u5916\u90e8\u9a57\u8b49\uff0c\u9019\u6703\u8b93\u8aaa\u670d\u5176\u4ed6\u5927\u578b\u8cb7\u5bb6\u627f\u8afe\u5be6\u8cea\u7522\u91cf\u8b8a\u5f97\u66f4\u56f0\u96e3\u3002\u53cd\u904e\u4f86\uff0c\u9019\u5c07\u5ef6\u9577\u4ee3\u5de5\u7d93\u6fdf\u6548\u76ca\u986f\u73fe\u4e4b\u524d\u7684\u6642\u671f\u3002<\/p>\n

Nvidia \u7684\u69d3\u687f\u8207\u66ff\u4ee3\u65b9\u6848\u8b93\u58d3\u529b\u6301\u7e8c\u5b58\u5728<\/h3>\n

\u5c0d Nvidia \u800c\u8a00\uff0c\u7b97\u76e4\u5f88\u7c21\u55ae\u3002TSMC \u6210\u719f\u7684\u751f\u614b\u7cfb\u3001\u5f9e N5 \u5230 N3 \u7684\u7a69\u5065\u8def\u7dda\u5716\uff0c\u8207 CoWoS \u5c01\u88dd\u7522\u80fd\uff0c\u70ba\u5176 AI \u7522\u54c1\u7d44\u5408\u63d0\u4f9b\u53ef\u9810\u671f\u7684\u64f4\u5f35\u8def\u5f91\u3002Samsung \u7a4d\u6975\u8ffd\u8d95\uff0cIntel \u60f3\u5206\u4e00\u676f\u7fb9\uff0c\u4f46\u5728 AI \u9700\u6c42\u4ecd\u53d7\u4f9b\u61c9\u9650\u5236\u4e14\u5229\u6f64\u53ef\u89c0\u7684\u60c5\u6cc1\u4e0b\uff0cNvidia \u4e26\u4e0d\u6025\u65bc\u627f\u64d4\u88fd\u7a0b\u98a8\u96aa\u3002\u66ab\u505c Intel \u7684\u8a66\u9a57\u53ef\u8feb\u4f7f\u4f9b\u61c9\u5546\u5728\u6210\u672c\u3001\u6642\u7a0b\u8207\u5c01\u88dd\u76ee\u6a19\u4e0a\u8b93\u6b65\uff0c\u4ea6\u5728\u5730\u7de3\u653f\u6cbb\u6216\u4f9b\u61c9\u93c8\u60c5\u52e2\u6539\u8b8a\u6642\uff0c\u8b93\u5176\u80fd\u5728\u77ed\u671f\u5167\u5207\u63db\u4f9b\u61c9\u4f86\u6e90\u3002\u9019\u5c31\u662f\u69d3\u687f\u3002\u5982\u679c Intel \u80fd\u5c55\u793a 18A \u7684\u826f\u7387\u3001\u7a69\u5b9a\u7684\u8a2d\u8a08\u898f\u5247\uff0c\u4ee5\u53ca\u50cf Foveros \u8207 EMIB \u9019\u985e\u80fd\u914d\u5408 Nvidia \u7248\u5716\u7684\u91cf\u7522\u7d1a\u5148\u9032\u5c01\u88dd\uff0c\u5c0d\u8a71\u4fbf\u6703\u6062\u5fa9\u3002\u5728\u90a3\u4e4b\u524d\uff0cTSMC \u4ecd\u662f\u9810\u8a2d\u9078\u64c7\uff0c\u800c Nvidia \u53ef\u4ee5\u4ee5\u591a\u5143\u5316\u7684\u5a01\u8105\u63db\u53d6\u6709\u5229\u689d\u4ef6\u3002<\/p>\n

\u83ef\u723e\u8857\u8faf\u8ad6\uff1a\u662f\u632b\u6298\u9084\u662f\u904e\u5ea6\u53cd\u61c9<\/h3>\n

\u83ef\u723e\u8857\u610f\u898b\u5206\u6b67\u3002\u4e00\u6d3e\u8a8d\u70ba\u9019\u662f\u8d85\u8d8a\u55ae\u4e00\u5ba2\u6236\u8a66\u9a57\u7684\u7d05\u65d7\u3002\u4ed6\u5011\u4e3b\u5f35\u6b64\u6b21\u66ab\u505c\u8b49\u5be6\u4e86\u64d4\u6182\uff1aIntel \u6fc0\u9032\u7684\u7bc0\u9ede\u6b65\u8abf\u6b63\u8207\u65b0\u578b\u6676\u9ad4\u7ba1\u67b6\u69cb\u8207 High-NA EUV \u7684\u91cf\u7522\u73fe\u5be6\u76f8\u78b0\u649e\uff0c\u800c\u5176\u5167\u90e8\u7522\u54c1\u8def\u7dda\u5716\u5df2\u64e0\u6eff\u57f7\u884c\u91cc\u7a0b\u7891\u3002\u5f9e\u9019\u500b\u89d2\u5ea6\u770b\uff0c\u4eca\u65e5\u7684\u62cb\u552e\u662f\u5e02\u5834\u5c0d Intel \u4ee3\u5de5\u6558\u4e8b\u65bd\u52a0\u66f4\u9ad8\u98a8\u96aa\u6298\u8b93\u3002\u53e6\u4e00\u6d3e\u5247\u8a8d\u70ba\u9019\u53ea\u662f\u566a\u97f3\u3002\u4ed6\u5011\u6307\u51fa\u8a66\u9a57\u672c\u5c31\u6703\u88ab\u66ab\u505c\u8207\u91cd\u65b0\u5b9a\u7fa9\uff0cIntel \u4ecd\u6709\u6f5b\u5728\u8a2d\u8a08\u52dd\u5229\u7684\u7ba1\u7dda\uff0c\u516c\u53f8\u5373\u4fbf\u5728\u9996\u6ce2\u6c92\u6709 Nvidia \u4e5f\u53ef\u80fd\u6210\u529f\u3002\u4ed6\u5011\u4e5f\u63d0\u5230\u653f\u7b56\u652f\u63f4\u8207\u570b\u5167\u88fd\u9020\u504f\u597d\u662f\u6301\u4e45\u7684\u9806\u98a8\u3002\u96d9\u65b9\u540c\u610f\u7684\u4e00\u9ede\u662f\uff1aIntel \u73fe\u5728\u9700\u8981\u7684\u662f\u6578\u64da\uff0c\u800c\u975e\u627f\u8afe\u3002<\/p>\n

\u653f\u7b56\u8996\u89d2\u8207 CHIPS Act \u7684\u80cc\u666f<\/h3>\n

\u7f8e\u570b\u653f\u5e9c\u5728\u570b\u5167\u534a\u5c0e\u9ad4\u88fd\u9020\u4e0a\u6295\u5165\u5927\u91cf\u8a98\u56e0\uff0cIntel \u662f\u4e3b\u8981\u53d7\u76ca\u8005\u3002\u9019\u4e9b\u8cc7\u91d1\u5e36\u6709\u4e00\u7a2e\u96b1\u542b\u671f\u5f85\uff1a\u5728\u7f8e\u570b\u6253\u9020\u5148\u9032\u7bc0\u9ede\uff0c\u4e26\u5438\u5f15\u4e16\u754c\u7d1a\u5ba2\u6236\u3002Nvidia \u7684\u9ad8\u8abf\u66ab\u505c\u8b93\u9019\u7a2e\u8996\u89ba\u6548\u679c\u8b8a\u5f97\u8907\u96dc\u3002\u9019\u4e0d\u6703\u6539\u8b8a\u5728\u5cb8\u7522\u80fd\u7684\u7d50\u69cb\u6027\u7406\u7531\uff0c\u4f46\u6703\u653e\u5927\u95dc\u65bc\u6642\u6a5f\u8207\u7af6\u722d\u529b\u7684\u7591\u554f\u3002\u5c0d\u6295\u8cc7\u4eba\u800c\u8a00\uff0c\u653f\u7b56\u9762\u91cd\u8981\uff0c\u56e0\u70ba\u88dc\u52a9\u3001\u7a05\u6536\u62b5\u514d\u8207\u9810\u4ed8\u6b3e\u80fd\u7de9\u548c\u5728 High-NA EUV \u8207\u65b0\u5c01\u88dd\u7dda\u7b49\u6602\u8cb4\u8a2d\u5099\u4e0a\u7684\u73fe\u91d1\u8017\u640d\u3002\u7136\u800c\u88dc\u52a9\u4e0d\u80fd\u88fd\u9020\u826f\u7387\u6216\u5ba2\u6236\u4fe1\u5fc3\u3002\u63a5\u4e0b\u4f86\u5e7e\u500b\u5b63\u5ea6\u5c07\u6aa2\u9a57 Intel \u662f\u5426\u80fd\u628a\u516c\u5171\u652f\u63f4\u8207\u6280\u8853\u4e3b\u5f35\u8f49\u5316\u70ba\u8d85\u8d8a\u653f\u5e9c\u8207\u5c0f\u773e\u52dd\u5229\u7684\u5546\u696d\u8a02\u55ae\u3002<\/p>\n

\u61c9\u95dc\u6ce8\u7684 Intel \u8207\u4f9b\u61c9\u93c8\u52d5\u5411<\/h3>\n

\u6295\u8cc7\u4eba\u6703\u5c0b\u627e\u5177\u9ad4\u7684 18A \u66f4\u65b0\uff1a\u826f\u7387\u3001\u7f3a\u9677\u5bc6\u5ea6\u3001PDK \u6210\u719f\u5ea6\uff0c\u4ee5\u53ca\u4efb\u4f55\u9032\u5165\u98a8\u96aa\u91cf\u7522\u7684\u5df2\u547d\u540d\u5916\u90e8\u6e2c\u8a66\u6676\u7247\u3002\u4f86\u81ea\u5373\u5c07\u8209\u8fa6\u7684\u7522\u696d\u6d3b\u52d5\u8207\u4e0b\u4e00\u6b21\u8ca1\u5831\u96fb\u8a71\u6703\u7684\u7ba1\u7406\u5c64\u8a55\u8ad6\uff0c\u6703\u88ab\u9010\u5b57\u89e3\u8b80\uff0c\u5c0b\u627e\u6709\u95dc 18A \u6642\u7a0b\u8207\u5ba2\u6236\u8208\u8da3\u8a9e\u6c23\u7684\u8b8a\u5316\u3002\u6ce8\u610f\u8d85\u5927\u898f\u6a21\u96f2\u7aef\u696d\u8005\u8207\u5df2\u5728\u8a55\u4f30\u7684 CPU\u3001GPU \u8207\u52a0\u901f\u5668\u8a2d\u8a08\u8005\u7684\u8a0a\u865f\u3002\u4f9b\u61c9\u5546\u89c0\u5bdf\u4e5f\u5f88\u91cd\u8981\u3002\u4f86\u81ea ASML \u95dc\u65bc High-NA \u5de5\u5177\u4f7f\u7528\u60c5\u6cc1\u3001\u4f86\u81ea EDA \u5ee0\u5546\u95dc\u65bc 18A \u8a2d\u8a08\u5957\u4ef6\u6d3b\u52d5\u7684\u8cc7\u8a0a\uff0c\u4ee5\u53ca\u4f86\u81ea\u5c01\u88dd\u5925\u4f34\u95dc\u65bc Foveros \u80fd\u529b\u7684\u6d88\u606f\uff0c\u90fd\u6709\u52a9\u65bc\u5224\u65b7\u52e2\u982d\u662f\u5728\u6210\u9577\u9084\u662f\u505c\u6eef\u3002\u5728\u7af6\u722d\u9762\uff0c\u8acb\u95dc\u6ce8 TSMC \u7684 N3 \u8207 N2 \u6b65\u8abf\u4ee5\u53ca Samsung \u7684 GAA \u9032\u5c55\uff0c\u5169\u8005\u90fd\u6703\u5f71\u97ff\u5ba2\u6236\u5c0d\u65b0\u589e\u5148\u9032\u4ee3\u5de5\u5ee0\u7684\u6025\u8feb\u611f\u3002<\/p>\n

INTC \u8207 NVDA \u7684\u5e02\u5834\u8d70\u5411<\/h3>\n

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