Mods: if this is true, it should deserve its own thread. If it's not true, please feel free to delete it.
https://m.hexus.net/business/news/components/144379-amd-intel-battle-tsmc-capacity-says-report/
Insiders talking to the Taiwanese newspaper have indicated the following:
My personal predictions on an agreement:
TSMC sees this as an opportunity to force Intel out of the race for bleeding-edge nodes. TSMC will probably allow Intel to keep its 10nm and above nodes since those aren't a threat to them. TSMC may allow Intel to finish its 7nm nodes as well because let's be honest, Intel releasing its 7nm node in the year 2022/2023 is not a threat to TSMC. Intel will stop developing a node below 7nm after signing an agreement with TSMC. Over the next 5 years or so, Intel will sell off all of its existing fabs and become fabless. Intel has no leverage in this deal and TSMC will use this opportunity to completely remove Intel as a threat.
This is just pure speculation but I think Intel did negotiate with Samsung to use a partnership with Samsung as a leverage point in a deal with TSMC. But ultimately, Intel knows going with TSMC is guaranteed access to the best node. In addition, Intel knows signing with TSMC is a punch to Nvidia and two punches to AMD.
https://m.hexus.net/business/news/components/144379-amd-intel-battle-tsmc-capacity-says-report/
Insiders talking to the Taiwanese newspaper have indicated the following:
- Intel has reached an agreement with TSMC
- TSMC will begin mass production of Intel CPUs and/or GPUs next year
- Intel chips will be fabricated on TSMC's 7nm optimised version of its 6nm process. (I'm not sure if that means TSMC N7P, N7+, or N6.)
My personal predictions on an agreement:
TSMC sees this as an opportunity to force Intel out of the race for bleeding-edge nodes. TSMC will probably allow Intel to keep its 10nm and above nodes since those aren't a threat to them. TSMC may allow Intel to finish its 7nm nodes as well because let's be honest, Intel releasing its 7nm node in the year 2022/2023 is not a threat to TSMC. Intel will stop developing a node below 7nm after signing an agreement with TSMC. Over the next 5 years or so, Intel will sell off all of its existing fabs and become fabless. Intel has no leverage in this deal and TSMC will use this opportunity to completely remove Intel as a threat.
This is just pure speculation but I think Intel did negotiate with Samsung to use a partnership with Samsung as a leverage point in a deal with TSMC. But ultimately, Intel knows going with TSMC is guaranteed access to the best node. In addition, Intel knows signing with TSMC is a punch to Nvidia and two punches to AMD.
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