On November 22, there are rumors on the Internet that Intel will launch GPUs based on 3nm chip process technology next year, and will appoint TSMC’s foundry manufacturing. At the same time, Intel is expected to build the strongest CPU Meteor Lake in 2023. .
As early as March of this year, Intel Chief Executive Kissinger announced Intel’s IDM 2.0 strategy. He stated that Intel will maintain the current model of continuously developing its own production capacity and appointing foundry, and will in-depth cooperation with major foundries around the world in the future. The cooperative relationship between Intel’s CPU and GPU and other core industry lines used in 7nm and more advanced manufacturing processes will be handed over to TSMC for production and will continue to cooperate with TSMC.
It is worth mentioning that TSMC has always maintained a close cooperative relationship with Apple. The chips used in the new iPhone products released by Apple next year are likely to continue to use TSMC’s advanced chip process technology. If Intel also chooses to make If TSMC’s foundry produces chips, TSMC’s production capacity may be rounded up by these two companies.
Earlier, AMD had reported that it would choose Samsung’s 3nm chip process technology to produce chips. It is reported that AMD has been handing its processor chips to TSMC’s foundry for the past two years. This time it has switched to Samsung’s chips. The process technology may be due to considerations that TSMC may have insufficient production capacity. After all, TSMC’s main customer is still Apple, and TSMC’s chip production capacity has always been Apple’s priority.
And this year Intel announced that it has handed over some of the Xe architecture GPUs to TSMC’s foundry, including the Xe-HPG architecture Alchemist GPUs that all use TSMC’s 6nm chip process technology. It is expected that mass production will begin at the end of the year and will be officially launched in the first quarter of next year. roll out. And Intel’s Xe-HPC architecture Ponte Vecchiog GPU chip built for high-performance computing, the Xe-Link chip will be built with TSMC’s 7nm process, and the computing chip will be built with TSMC’s 5nm process.
Under this circumstance, it is inevitable that AMD will switch to Samsung.
It is reported that Samsung previously announced that its 3nm process using GAA technology is expected to be mass-produced in the first half of 2022, earlier than TSMC.
Similarly, TSMC executives also stated that the 3nm process will be launched in the second half of 2022 as planned, and it will be the latest advanced process of TSMC.