Thursday, December 5th 2024
Intel 18A Process Node Clocks an Abysmal 10% Yield: Report
In case you're wondering why Intel went with TSMC 3 nm to build the Compute tile of its "Arrow Lake" processor, and the SoC tile of "Lunar Lake," instead of Intel 3, or even Intel 20A, perhaps there's more to the recent story about Broadcom voicing its disappointment in the Intel 18A foundry node. The September 2024 report didn't specify a number to what yields on the Intel 18A node looked like to spook Broadcom, but we now have some idea as to just how bad things are. Korean publication Chosun, which tracks developments in the electronics and ICT industries, reports that yields on the Intel 18A foundry node stand at an abysmal 10%, making it unfit for mass-production. Broadcom validated Intel 18A as it was prospecting a cutting-edge node for its high-bandwidth network processors.
The report also hints that Intel's in-house foundry nodes going off the rails could be an important event leading up to the company's Board letting go of former CEO Pat Gelsinger, as huge 2nd order effects will be felt across the company's entire product stack in development. For example, company roadmaps put the company's next-generation "Clearwater Forest" server processor, slated for 2025, as being designed for the Intel 18A node. Unless Intel Foundry can pull a miracle, an effort must be underway to redesign the chip for whichever TSMC node is considered cutting-edge in 2025.
Sources:
Chosun, Reuters, Notebookcheck
The report also hints that Intel's in-house foundry nodes going off the rails could be an important event leading up to the company's Board letting go of former CEO Pat Gelsinger, as huge 2nd order effects will be felt across the company's entire product stack in development. For example, company roadmaps put the company's next-generation "Clearwater Forest" server processor, slated for 2025, as being designed for the Intel 18A node. Unless Intel Foundry can pull a miracle, an effort must be underway to redesign the chip for whichever TSMC node is considered cutting-edge in 2025.
90 Comments on Intel 18A Process Node Clocks an Abysmal 10% Yield: Report
So, 20A was an important bridge to the 18A process that Gelsinger bet the whole company on (his words) and it was supposed to introduce not one but TWO very important future KEY technologies. Then this process gets cancelled. What does that tell us?
Right.
Intel is super-fucked. Their foundry is producing nothing but garbage but they can not sell the foundry because of Chips Act. They are an unattractive acquisition target as long as they can not spin off the foundry business. It's a vicious circle and the writing is on the wall: intel ded is no longer a joke but a factual statement.
They are a living dead company on life support. They are not too big to fail. When Intel goes tits up, there will be a spinoff of the critical divisions (military etc.) and the rest will be flushed down the shitter.
The only remaining question is: How much longer can they sustain their zombie-like existence? A year, two years, three? Who knows? But, barring a biblical miracle, the outcome is inevitable. Intel is gone.
It takes time for them to improve yields. This is true for TSMC/Samsung/everyone else as well.
In a way, I do hope people get their wish of Intel being no more. Less competition is great for everyone!
Who is to gain from this type of article? Are there any South Korean Foundries trying to move attention away from their low yields? ;)
Since the flavor of the month is to dump on Intel, no one is going to question the legitimacy of such an article or sources. :rolleyes:
www.techpowerup.com/328680/samsungs-second-gen-3-nm-gaa-process-shows-20-yields-missing-production-goals
Yeah here they mention the defect density being <0.4
www.intel.com/content/www/us/en/newsroom/opinion/continued-momentum-intel-18a.html#gs.if3q9w
www.tomshardware.com/tech-industry/tsmcs-n2-process-has-a-major-advantage-over-intels-18a-sram-density
As for this article specifically: yield rates depend on die size and design so some outlet in Korea making these claims doesn't actually hold any weight. We'll all find out next year when PTL/CWF are supposed to launch and what nodes they're using. Barring anything official coming out before then it'll be hard to say with any certainty where things are. None of Intel's DUV nodes are viable for third party usage and they won't have one which is until the UMC partnership bears fruit which is supposed to be 2027. This makes selling/spinning off a losing proposition and you only have to look at GloFo to see how that plays out. No it was a node refinement so think of it more along the lines of TSMC N6 and N4 being refinements of N7 and N5 respectively. A limited number of SKUs perhaps, but that was still 10s of millions of CPU tiles. This node was always going to be a one and done node due to limited PDK. All Xeon 6 CPUs are on Intel 3 and this should be a long term node, but also uses the same equipment as Intel 4 which has undoubtedly hampered capacity until Intel could stop making MTL cores. This is the idiotic decision to not buy EUV machines having far reaching consequences which are beyond the 10nm failure. You missed a lot, but the GPU/CPU TSMC use is spot on. I'd expect GPUs to remain on TSMC for the time being, but with the board causing the messes they have this might not change at all. BSPDN was developed on a custom Intel 4 process so if it didn't pan out it wouldn't impact 20A/18A development as those were implementing GAAFET. It should have no bearing on the progress of 18A as they could have just dropped it if they couldn't get it working. No 18A was never a 2024 node, even the branding of "5N4Y" says that: Gelsinger wasn't hired until 2021 so it was always a 2025 node. Intel 4 had a pretty big delay and Intel 3 took as long as it was originally supposed to after Intel 4, but the Intel 4 delay factors in here. In theory if Intel wasn't lying about the 20A/18A situation 20A would have been mostly on time and 18A will be, but we won't know any of this until next year or if Intel states otherwise on the record.
Here's the first time it all came up and as you can see not a 2024 node (this very much predates the slide you picked): www.anandtech.com/show/16823/intel-accelerated-offensive-process-roadmap-updates-to-10nm-7nm-4nm-3nm-20a-18a-packaging-foundry-emib-foveros
On the other hand, as I had said before, Linux doesn't present such issues, seems to be a problem on the Windows side, and I bet there's some bureaucracy that makes it really hard for any engineer from either AMD or Intel to collaborate. Shouldn't be doesn't mean that's what actually happens, given you're at the mercy of the scheduler.
Rumoured "abysmal 10% yield" for Intel 18A is fake news - OC3D
- Broadcom statement
- Intel reserved part of TSMC's 2N capacity (www.techpowerup.com/318454/intel-reportedly-selects-tsmcs-2-nanometer-process-for-nova-lake-cpu-generation)
- Intel CEO visited TSMC last month (www.digitimes.com/news/a20241105PD227/intel-tsmc-taiwan-ceo-production-capacity.html)
- no information about new customers signing up for Intel 18A
Intel 18A might be worth it for smaller chips, especially for CPU/GPU chiplets but I'd bet TSMC's 2N node will be better and more reliable.