It is almost certain that Intel will use TSMC foundry on some products, but unexpectedly, it is necessary to use 3nm.
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Financial media recently reported that Apple and Intel will be the first to adopt TSMC's next generation of advanced technology, that is, 3nm process, and the test of related chips has quietly begun (whether it means streaming, there is no exact answer).
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Apple's use of 3nm is certainly not unexpected, Intel so radical is a little unexpected. Even, Intel to TSMC evaluation of production, more than Apple's order scale.
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According to TSMC, compared with 5nm, 3nm process performance is improved by 10 to 15%, and power consumption is reduced by 25 to 30%.
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Sources said that Intel has planned at least two chip products based on TSMC's 3nm process, respectively, notebook CPU and server CPU, the fastest by the end of 2022 into mass production.
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In response to media inquiries, Intel only confirmed that it is cooperating with TSMC for related products in 2023.
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The dynamic of the connection is that Intel's own advanced process has been delayed repeatedly, 10nm Xanqiang has just announced that it will be delayed from the end of this year to the second quarter of next year, and 7nm will wait until 2023.
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In addition, considering that AMD is also a close partner of TSMC, if it is preemptive by Intel in 3nm, I am afraid it is not the taste.