Friday, April 22nd 2022
Apple, Intel to Become Alpha Customers for TSMC's 2 nm Manufacturing Node
Industry reports and sources in the financial community have placed Apple and Intel as the two premier customers for TSMC's upcoming N2 node. N2, which is expected to enter volume production by the end of 2025, will be TSMC's first manufacturing process making use of GAAFET (Gate-All-Around Field-Effect Transistor) design. If there are no significant market upheavals or unexpected snags in technology transition, TSMC will be late to the GAAFET party, following Samsung's 3GAE node in 2023 and Intel's first Angstrom-era process, Intel 20A, in 2024.
While Apple's uptake on TSMC's latest manufacturing technology is practically a given at this point, the fact that Intel too is taking up TSMC's N2 node showcases the company's evolved business tactics after the introduction of its IDM 2.0 strategy (IDM standing for Integrated Device Manufacturer, meaning Intel too will fabricate chips according to clients' specs). While pre-Pat Gelsinger was seemingly scared of touching any other foundries' products - mostly from the fact that Intel does have its own significant manufacturing capabilities and R&D, after all - the new Intel is clearly more at peace with driving its competitor's revenues.
As there's a significant cost in adopting a new manufacturing node, Apple is especially primed to take advantage of technological innovations due to the fact that it sells complete systems, which allows it to increase margins on other hardware elements to make up for the significant chip manufacturing costs. While Intel itself doesn't enjoy that advantage, it's expected that the company will leverage TSMC's N2 mode for its own SoCs and Lunar Lake GPU tiles, which the company placed on its roadmap with clear intention of using post-N3 manufacturing tech.
Source:
Tom's Hardware
While Apple's uptake on TSMC's latest manufacturing technology is practically a given at this point, the fact that Intel too is taking up TSMC's N2 node showcases the company's evolved business tactics after the introduction of its IDM 2.0 strategy (IDM standing for Integrated Device Manufacturer, meaning Intel too will fabricate chips according to clients' specs). While pre-Pat Gelsinger was seemingly scared of touching any other foundries' products - mostly from the fact that Intel does have its own significant manufacturing capabilities and R&D, after all - the new Intel is clearly more at peace with driving its competitor's revenues.
64 Comments on Apple, Intel to Become Alpha Customers for TSMC's 2 nm Manufacturing Node
Guess you never read the TPU review then.
www.techpowerup.com/review/intel-core-i7-12700k-alder-lake-12th-gen/
www.tomshardware.com/uk/news/intel-core-i7-12700k-vs-amd-ryzen-9-5900x-and-5800x-face-off-intel-rising
Many of these companies used to have their own fabs, including AMD. Now they don't, doesn't that tell you anything ?
AMD went to shit mostly because their fabs were too expensive to keep being cutting edge. They spun off their fabs into Global Foundries which even with outside orders couldn't make enough money to keep up with technology. AMD spent a ton of resources to design their ZEN CPU on 12nm Global Foundries process (which they had to use because of contracts made during the spinoff) just to almost cache up to Intel. It wasn't until ZEN 2 and the switch to chiplets plus going to TSMC that things picked up for them.
With Intel launch of their new GPU you will see that even with a million engineers and using the same process nodes as AMD and NVIDIA Intel sucks. Intel has always been known for their process ability and not because of their designs which is how small companies like Cyrix and AMD leadfrogged them from time to time on small budgets. Lose the process edge and Intel goes to shit.
To me, the good things will start once everyone and their dog start using 4K 3840x2160 monitors everywhere ;)
And I'm not even counting the 22nm-7nm missteps o_O