Intel to place US$14 billion orders with TSMC, says report
Cette publication existe aussi en Français
Over the next two years Intel will place orders worth US$14 billion with foundry TSMC according to Taiwan-based semiconductor analyst Andrew Lu, reported on China’s WeChat platform.
Lu reportedly issued a note to clients saying that Intel will order US$4 billion of 3nm chips for its Lunar Lake personal computer processor from TSMC in 2024. This will be followed by orders worth US$10 billion in 2025.
The development will likely make Intel TSMC’s second largest customer for 3nm chips in 2025, behind Apple and ahead of AMD, the report said.
Intel’s Meteor Lake and Arrow Lake processors are expected to precede the Lunar Lake processor into the market in 2024. The three chiplet-based processors are said to be based on the Intel-4, Intel-18A and Intel-20A manufacturing processes, respectively. They are also being cited as being indicative of Intel’s aggressive drive to introduce five nodes in four years.
However, Intel has indicated that both Arrow Lake and Lunar Lake will – or could – include external sources of silicon tiles. It is not clear that there is a clear demarcation between what chiplets Intel might make and those that TSMC or another foundry will provide for the multi-die component. It is also unclear whether some chiplets could be multisourced or sourced externally initially before production is brought in-house.
Lu is reported saying that once Intel starts outsourcing to TSMC the company will find it difficult to go back. He also reportedly expects TSMC to be making 15,000 wafers per month at the 3nm node for Intel by end of 2024 and to move to 30,000 wafers per month at 3nm in 2025.
Related links and articles:
News articles:
Intel, TSMC both set to report on stacked CFETs at IEDM
Intel begins EUV lithography of ‘Intel 4’ process in Ireland
Intel, Hermann Hauser, Google investor back Black Semiconductor
If you enjoyed this article, you will like the following ones: don't miss them by subscribing to :
