TSMC supply chain revealed that Intel will lead Apple and take the lead in using TSMC's 3nm process to produce graphics chips and server processors.
The report shows that next year's Q2 in TSMC 18b plant casting, mass production in July next year, the actual mass production time is one year earlier than the original plan.
The news also mentioned that Intel has grabbed a majority of TSMC's 3nm process node orders for the production of its next generation of chips. TSMC's 18b plant is expected to start production in the second quarter of 2022, with mass production expected to begin in mid-2022. Production capacity is expected to reach 4,000 tablets by May 2022 and 10,000 tablets per month during mass production.
In addition, TSMC 18b factory 3nm process node foundry Intel products not two but at least four. These products include three designs for the server space and one for the graphics space (four products including a GPU and three server chips are in the works).
It is reported that Intel's flagship chip, based on the " Intel 4" The Ponte Vecchio GPU, while the 2023 Meteor Lake CPU is expected to adopt a similar tile structure, its compute tiles are already streaming on Intel 4 process nodes, but the IO and graphics tiles may also rely on external fab production.