Thursday, January 13th 2022
Intel and TSMC Strike 3nm Deal, New Hsinchu Fab to Cater to Intel
It looks like Intel and TSMC have a deal in place to manufacture 3 nm chips. The world-leading Taiwanese fab is setting up a new facility exclusively to cater to Intel, according to DigiTimes, citing industry sources. This facility will be located in the Baoshan area of Hsinchu, in northern Taiwan. The 3 nm node will enable Intel to keep its newfound cadence of launching new CPU microarchitectures with IPC increases each year. The annual IPC increase cadence in particular, would be faster than even the "Tick-Tock" cadence prior to 2015, as the company pushed IPC increases and foundry nodes each alternating year. The company faces stiff competition from AMD, which has been posting IPC increases each year since 2017, and leveraged TSMC 7 nm nodes to beat Intel in the IPC game for the first time in over 17 years.
Source:
DigiTimes
68 Comments on Intel and TSMC Strike 3nm Deal, New Hsinchu Fab to Cater to Intel
Instead, they gave too much money to shareholders and lowered R&D budgets. Their fabs sit idle with only a few barely producing enough 10 nm and below chips with horrible yields. They beg for government subsidies to build new crappy fabs. Because of this, they are taking away fab capacity from the competition while sabotaging the region by talking about instabilities between Taiwan and China.
I really really don’t like Intel.
But I am very disappointed that they are dragging behind in the foundry business. That just do not seems right. So many time in the past Intel didn't had competitive architecture and managed to fight back with amazing process.
I think the lack of competition in the foundry business will hurt the market long term.
And do you have a source for "fabs sitting idle"? Intel's fabs have been at capacity for years with 14nm products, they only fabs offline now are being upgraded to 10nm superfin.
- Why should Intel have sold IP? If anything, selling fabs was the more speculated option.
- They had and have money to pay for new fabs, funding was not and is not the problem they have with fabs.
- Outside some small and quite separate things foundry business is a new thing for Intel that has not really started yet, you make it seem like they have done that for long time.
- Intel R&D budgets have constantly increased with a few very small exceptions. So has their CapEx.
- By all indications none of they fabs are sitting idle, they are churning out chips on all their available manufacturing capabilities. Some may be being updated for newer processes though.
Hopefully this finally shuts up those who say that AMD only beat intel because they used TSMC's node that was better. Sure it was and arguably is but AMD themselves needed to come up with a competitive architecture too. And Zen is no slouch being designed by Jim Keller originally and now iterated beyond that.
The only thing AMD really cant compete in is volume. Intel still ships much bigger volume of chips. Tho with using TSMC's node it does equalize things a bit between the two. Mainly because i doubt this one 3nm fab has the volume of all other Intel fabs combined.
But AMD have Samsung to deal with and Samsung wants to out do Tsmc Soo
www.club386.com/tsmc-apple-first-3nm-policy-leads-to-amd-and-qualcomm-mutiny/
But only partially, these deals are not made in weeks, and companies don't usually get hung out to dry unless the people running them are fool's.
Lisa Su is no fool if she left tsmc 3Nm on the table it's because she had a plan.
Will it pan out , who knows but your wrong too soo.
Your wish is not what reality is shown:
www.pcgamer.com/intel-alchemist-gpu-tsmc-6nm-process/
www.pcinvasion.com/nvidia-tsmc-rtx-4000-series/
Intel bought 3nm because AMD can't secure it, they are fine with the 5nm now, but can you guess what will happen in 5 years? Intel's target was never to get more than Apple, their goal is to make impossible for AMD to get nodes, but I am not sure that you can get this, because you don't see beyond the current year.
Plus it's not like TSMC will have the same fixed capacity 5 years from now. They too will expand and build more fabs. Who's to say they wont build an "AMD" fab somewhere?
And i doubt that Intel for all it's "financial horsepower" and volume has enough product to grab most of (Apple) leftover 3nm capacity to dry out AMD. but i guess we will see.
See my post above yours about AMD signing a deal with Samsung, for 3Nm.
And pay mind not to stare so far you miss what's under your eye's.
Exactly how many GPUs has Intel sold btw, that capacity is for GPU , and it's a bet that it will be needed, IMHO at this rate it won't because Arc can't meet it's hype at this point and in three years when it's flopped it will get canned.
ERR-There is not enough capacity to buy--->The world-leading Taiwanese fab is setting up a new facility exclusively to cater to Intel
You can't read or what? Just read the first word in your article - "Rumours". Nice sources.
-And pay mind not to stare so far you miss what's under your eye's.
What to miss? Cheap rumors, no thanks.
-Exactly how many GPUs has Intel sold btw, that capacity is for GPU , and it's a bet that it will be needed, IMHO at this rate it won't because Arc can't meet it's hype at this point and in three years when it's flopped it will get canned.
Intel have 68% of the GPU market if you are not aware
wccftech.com/nvidia-intel-gpu-market-share-increased-while-amd-declined-in-q2-2021/
Don't underestimate their army of OEMs and marketing machine,curently they have only iGPUs, but in 2 years they will sell more dGPUs than AMD.
Also, Intel do not need to have competitive product, their marketing make the work
Ah yes , the igpu markets strong , I think you're a share holder, and for that reason I will leave you to it.
And you started with
"You are wrong, soon there won't be AMD+TSMC. Intel will take the whole TSMC's production and will left AMD with Crapsung "4-5nm"."
Which lead to me pointing to alternative 3Nm sources , your idea you knew isn't as clear as your saying, and your link is not really about the same thing as the one I passed.
Until it's out it's not worth a shit, simple, ,see xeneos 2200 for proof.
lucky Intel has it's fans and OEM deals eh but they can't force people to buy them, they'll have to be actually good oh and out.
semianalysis.substack.com/p/tsmc-wants-to-make-intel-dependent
"Now, onto Intel. Let’s start by dispelling this fiction that Intel is buying up capacity to stiff AMD. AMD is getting the capacity they want from TSMC, on the time frame they want. Another fact, Bob Swan has long since agreed to some very large deals. This deal included capacity at N6, N5/4, and N3. This is nothing new.
TSMC is smart, calculated, and is playing the long game. Yes, TSMC could be helping Intel get back on the horse as Intel works through internal process node issues. TSMC has a longer-term vision, where only they can supply leading edge capacity. In 2022 and 2023, Qualcomm and Nvidia recognize this fully, but are keeping Samsung in the back pocket for the future. They want to do the same to Intel."