Friday, July 2nd 2021
Intel Books Two 3 nm Processor Orders at TSMC Manufacturing Facilities
Intel's struggles with semiconductor manufacturing have been known for a very long time. Starting from its 10 nm design IP to the latest 7 nm delays, we have seen the company struggle to deliver its semiconductor nodes on time. On the other hand, Intel's competing companies are using 3rd party foundries to manufacture their designs and not worry about the yields of semiconductor nodes. Most of the time, that 3rd party company is Taiwan Semiconductor Manufacturing Company (TSMC). Today, thanks to some reporting from Nikkei Asia, we are learning that Intel is tapping TSMC's capacities to manufacture some of the company's future processors.
Citing sources familiar with the matter, Nikkei notes that: "Intel, America's biggest chipmaker, is working with TSMC on at least two 3-nm projects to design central processing units for notebooks and data center servers in an attempt to regain market share it has lost to Advanced Micro Devices and Nvidia over the past few years. Mass production of these chips is expected to begin by the end of 2022 at the earliest." This means that we could expect to see some of the TSMC manufactured Intel processors by the year 2023/2024.
Source:
Nikkei Asia
Citing sources familiar with the matter, Nikkei notes that: "Intel, America's biggest chipmaker, is working with TSMC on at least two 3-nm projects to design central processing units for notebooks and data center servers in an attempt to regain market share it has lost to Advanced Micro Devices and Nvidia over the past few years. Mass production of these chips is expected to begin by the end of 2022 at the earliest." This means that we could expect to see some of the TSMC manufactured Intel processors by the year 2023/2024.
82 Comments on Intel Books Two 3 nm Processor Orders at TSMC Manufacturing Facilities
Could it be something for the subsidiary companies?
www.extremetech.com/computing/319301-report-intel-will-outsource-core-i3-production-to-tsmcs-5nm-node
AMD to the moon boys!
I'm more interested in the connotations this lead's to, EMIB @ tsmc, could they licence it to others and wtaf, where's the GPUS then?!.
Edit: the only way Intel secured more 3nm capacity, if Apple let them. And that would have only happened if the initial 3nm capacity was so low that booking all of it wouldn’t have been enough for any of Apple’s SoCs (or AMD’s chiplets). There is a good chance this whole story has been blown out of proportion: Intel booked most of the initial runs, but quantities will be very-very limited.
"Currently the chip volume planned for Intel is more than that for Apple's iPad using the 3-nanometer process," a source told Nikkei Asia. Apple And Intel Are Racing To Deliver Next-Gen 3nm Chips In 2022 Thanks To TSMC
I mean everything is possible but the information is coming from Nikkei Asia , that's a serious publisher it's not like this is a rumor someone brought up on reddit or something , hence why i have hard time to buy the ''fake news'' argument .
Also in regards to the low capacity theory , both Intel chips are going to manufacture there concern high volume markets ( mobile and server ) so here again i don't believe this theory holds water . I guess we will know better with time but with the limited information we have right now i still stand on my initial opinion that this could have serious implications on the medium-long term .
It scares me for the reason anyone is scared of the unknown: We don't know what it does. It seems to have some tie ins to qualcomm patent wise. That's all I know.
Plus Intel has no chance at financial war with Apple. Apple ~$200b cash, Intel ~$24b cash.