Intel CEO Discloses TSMC Production Details: N3 for Arrow Lake & N3B for Lunar Lake

[Kipicog]

"Inferior" means cheaper. I wonder who will be so naive to use TSMC when it charges 20,000$ for a 3 nm wafer, and 25,000 - 30,000$ for a 2 nm wafer.
Those naives are only Apple and Nvidia/Intel. No one else. Not before 2027.

I think you don't know what naive means. Tons of people are willing to pay for leading tech.

Apple and Nvidia can afford it, with ease. Intel can too, it seems.

AMD will be forced to use cheaper nodes and therefore will probably fall behind going forward.

A big part of Zen's succes was because AMD had a node advantage (Ryzen 3000 and forward). Which they now loose. They were fighting Intel 14nm with TSMC 7nm. Intel had no problems competiting with Ryzen 1000 and 2000 series.

Ryzen 1000 and 2000 series were mediocre at best, made at GloFo, bad clockspeeds, IPC and single thread performance. First when AMD moved to TSMC 7nm, Zen became great and prices went up alot too. They keep rising too. TSMC wants a bigger and bigger cut.