Intel and AMD will compete for TSMC power
Intel has many of its own factories scattered around the world, but this does not help in the least in mastering technological processes finer than the current 14- and 10-nanometer ones. As a result, the company is losing market share to AMD. “Red” squeeze “blue” not only in the mobile and desktop user segments but in the server too. For several years, Intel did not figure out how to solve the problem on its own, and therefore turned to the contract manufacturer – TSMC. A Chinese source writes about this, and the information is presented as a fait accompli.
So, according to the new data, the companies have already entered into a partnership agreement under which TSMC will produce not only central but also Intel graphics processors! For this, first, the 7-nanometer process technology is used (this year), and next year – its “optimized 6-nanometer version.” TSMC, as you know, never comments on rumors, Intel also keeps an official silence.
TSMC is a key supplier of microprocessors for many companies, this year its capacities are very heavily loaded, and the company is clearly not going to refuse its current orders. Where to get additional capacity for the production of Intel CPU and GPU? In this matter, Intel helped … the US administration, which banned the production of single-chip Kirin systems for Huawei: the ban comes into force on September 14, and from that date the freed up capacities (and most SoCs were produced just according to the 7 nm process technology) can be given for the production of CPU Intel. Intel is rumored to be planning to reserve 180,000 6nm GPU substrates from TSMC. If so, then the CPU production will be no less.
Interestingly, the cooperation between Intel and TSMC begins against the backdrop of increasing production of 7nm CPUs and GPUs from AMD. Theoretically, AMD itself claims the capacity on which Kirin SoCs are still being produced for Huawei, but how much it will manage to agree on this issue with TSMC (and whether it will succeed at all) is a question. After all, Intel is just as big a client as AMD. But the source has no doubts that both Intel and AMD will compete for TSMC’s production capacity.
By the way, as far as Intel’s own factories are concerned, there is no good news: the company will continue to polish the 10-nanometer process technology in the same way as it did with the 14-nanometer one. The latter, we recall, has three versions – 14 nm, 14+ nm, and 14++ nm, and the same fate awaits the 10-nanometer process technology. As a result, both Adler Lake custom CPUs, coming out in 2021, and Sapphire Rapids server CPUs, alas, will be only 10nm.