All Content from Business Insider 07月25日 09:12
US chipmaking nears death: Intel warns it may give up on cutting-edge chips
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英特尔公司警告称,由于财务方面的担忧,可能暂停下一代14A芯片的研发。该芯片被视为英特尔追赶台湾领先的芯片制造商台积电的关键。若14A项目受阻,可能对美国本土芯片制造业造成重大打击,并进一步加剧对海外生产的依赖。英特尔表示,如果无法获得重要外部客户并达成关键里程碑,将难以经济有效地继续14A及后续先进节点的研发和生产。

💡 英特尔可能暂停14A芯片研发:英特尔公司在最新的监管文件中披露,由于财务方面的挑战,公司正在评估是否继续进行下一代14A芯片的研发和生产。这是英特尔首次就此潜在影响发出警告。

🚀 14A芯片的战略重要性:14A被认为是英特尔追赶全球领先的芯片制造商台积电(TSMC)的关键技术。此前英特尔在移动和人工智能技术浪潮中错失良机,导致其在半导体行业的地位受到挑战。14A芯片的成功对于英特尔重拾先进制造能力至关重要。

🇺🇸 对美国芯片制造业的潜在影响:如果英特尔放弃14A项目,可能会对美国本土的芯片制造能力构成严重打击。目前,大部分先进半导体依赖海外生产,特别是中国影响力日益增长的地区。14A的停止将进一步加剧这种局面,可能威胁到美国半导体产业的未来。

📈 财务考量与未来不确定性:英特尔表示,能否获得重要的外部客户以及达成关键的客户里程碑,是决定是否继续14A项目经济可行性的重要因素。若无法满足这些条件,公司将可能暂停或放弃14A及后续先进节点的研发和生产。

📉 行业分析师的担忧:芯片行业分析公司Semianalysis指出,英特尔正在评估是否继续维持在技术前沿的地位,这对于“摩尔定律”的发源地而言是历史性的时刻。该公司警告称,这可能导致台积电形成垄断,并可能意味着美国制造的半导体走向终结。

Intel CEO Lip-Bu Tan speaks at the company's Annual Manufacturing Technology Conference in San Jose.

Is this the beginning of the end for American chipmaking? It could very well be.

Intel, the iconic US semiconductor manufacturer, warned on Thursday that it may stop developing its next-generation chip, known as 14A.

The company said in a regulatory filing on Thursday that it is focused on developing 14A and finding a large customer. It was Intel's first warning of the possible fallout from failure.

"If we are unable to secure a significant external customer and meet important customer milestones for Intel 14A, we face the prospect that it will not be economical to develop and manufacture Intel 14A and successor leading-edge nodes on a go-forward basis," the company wrote. "In such event, we may pause or discontinue our pursuit of Intel 14A and successor nodes."

A lot of hope has been riding on 14A, a cutting-edge chip and manufacturing system that is one of Intel's last chances to catch up with TSMC, the Taiwan-based company that has become the world's leading chipmaker.

Intel dominated the semiconductor industry for decades, but missed two major technological waves: mobile and AI. The company designs chips and also manufactures them. Most rivals gave up their manufacturing operations years ago and now send their designs to TSMC to make.

If Intel really gives up on 14A, this could be a death blow to US chip manufacturing. While this move may make financial sense for Intel, it could be bad news strategically for America. That's because most cutting-edge semiconductors are made in other parts of the world, especially in areas where China holds increasing influence. The end of 14A would exacerbate this situation.

"Intel, the home of Moore's Law, for the first time in history, is evaluating if it will continue at the leading edge," Semianalysis, a chip industry analysis firm, wrote on X on Thursday. "Just like that we could be talking about a TSMC monopoly, and the death of American made semiconductors forever."

Sign up for BI's Tech Memo newsletter here. Reach out to me via email at abarr@busienssinsider.com.

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Intel 14A芯片 芯片制造 半导体 美国科技
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