市场消息:英特尔 Razor Lake 或将采用台积电 N2X 制程

链捕手
Aug 20

ChainCatcher 消息,据工商时报报道,PC 处理器先进制程竞争升温。市场消息称,英特尔下一代 Nova Lake 桌面处理器将优先导入 bLLC 大型末级缓存,以降低访问系统内存延迟,对标 AMD 的 3D V-Cache 技术;笔记本版本可能延至后续 Razor Lake-HX 世代推出。供应链透露,明年初问世的 Nova Lake 将采用英特尔 18A 与台积电 N2P 等不同制程组合,后续 Razor Lake 则可能进一步导入台积电高效能 2 纳米 N2X 制程。

N2X 属于台积电 N2 平台的高效能延伸版本,锁定高频 CPU、AI 及 HPC 应用,晶体管技术由 FinFET 转向纳米片。若最终量产,英特尔采用台积电先进制程的合作有望延伸至更广泛的 2 纳米家族,有助于降低单一自有制程风险并优化高阶 CPU 上市时程与产能配置。

除台积电直接受益外,相关供应链亦有望迎来商机。颂胜为台湾少数具备自主 CMP 研磨垫量产能力的厂商,上半年半导体合并营收年增 25%,占比升至 66%,Hard Pad 与先进封装需求强劲,Soft Pad 新线预计第三季试产、第四季逐步量产,并已有产品应用于 CoWoS 及 SoIC。中砂掌握 CMP 钻石碟及再生晶圆,第二季营收 24.9 亿元、年增 17.9%,毛利率升至 40.1%,2 纳米及 1.6 纳米相关钻石碟出货快速增加。

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