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Bofferbrauer2 said:

Captain_Yuri said:

TrendForce: TSMC to Mass-Produce Select Intel Products, CPUs Starting 2021

https://www.techpowerup.com/277229/trendforce-tsmc-to-mass-produce-select-intel-products-cpus-starting-2021

"According to a market analysis from TrendForce, Intel's manufacturing efforts with TSMC will go way beyond a potential TSMC technology licensing for that company's manufacturing technology to be employed in Intel's own fabs. The market research firm says that Intel will instead procure wafers directly from TSMC, starting on 2H2021, in the order of 20-25% of total production for some of its non-CPU products. But the manufacturing deal is said to go beyond that, with TSMC picking up orders for Intel's Core i3 CPUs in the company's 5 nm manufacturing node - one that Intel will take years to scale down to on its own manufacturing capabilities.

According to TrendForce, that effort will scale upwards with TSMC manufacturing certain allotments of Intel's midrange and high-end CPUs using the semiconductor manufacturer's 3 nm technology in 2022. "

I very much doubt that Intel will go 3nm in 2022 for CPUs, more likely this is for other chips, like their Optane memory. TSMC already said before that they are not considering Intel as a stable client and thus only get a small wafer allotment at the back of the line. In fact, that all sounds more like an intel investor's wet dream than anything realistic.

Really, the only CPUs I could eventually see TSMC produce for Intel are the Atom line of chips (or chiplets in case of Alder Lake successor), so the successors of Tremont.

Yea we will have to see what happens. Intel's CEO is stepping down and being replaced and their current fabs are clearly not working out for them with delays after delays. So I wouldn't be surprised if they go with TSMC and go Fab less like AMD did a long time ago. I wouldn't take TSMCs statements from last year to stay true forever as a lot of things can change in the tech industry very quickly and Intel certainly has enough money to get allocation from TSMC if they need to.

The one thing is for sure is that Intel can't continue in their current trend forever. Either they need to get their act together with their own fabs or go with a fab that actually does have their act together. Cause it's one thing to get killed in Desktop, but when AMD now has Laptop and Server, they gotta do something drastic.