AlthoughIntel CEOKissinger has recently fired on TSMC on different occasions, saying that TSMC has received high government subsidies and the competition between them is unfair, butIntelOn the other hand, we must increase cooperation with TSMC, especially to ensure3nmProduction capacity is not squeezed out by Apple.
Yesterday there was news that TSMC is about to trial production3nmProcess, the factory is located in NankeFab18, The specific chip to be taped out is unknown, and most likely it is a certain chip of Apple.
exist3nmOn the occasion of the trial production of the chip,The latest news says12Mid-monthIntelWill send a high-level team to contact TSMC,Interview3nmThe matter of process cooperation, their14Generation CoreMeteor LakeofGPUThe core may be TSMC3nmFoundry.
It is reported that,IntelNegotiations with TSMC are mainly to ensure3nmThe production capacity allocation of the process not only maximizes the production capacity, but also ensuresIntelNot being crowded out by orders from TSMC’s largest customer Apple.
IntelThe reason for the rush to negotiate is likely to be with TSMC3nmThe initial low production capacity is related to media reports that the first batch3nmWafer output is less than6Ten thousand wafers,2023Monthly production capacity in the first half of the year can be increased to4Ten thousand wafers with limited production capacity.
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