TSMC won Intels order again, this time at 3nm

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 TSMC won Intels order again, this time at 3nm


In the past, Intel cooperated with TSMC, using TSMCs 6nm process to OEM its own GPU, with a total of 180000 wafers. The time is next year. This cooperation is indeed unexpected, but considering Intels capacity, it may be a better choice. Now Intel is working with TSMC again to use TSMCs 3nm process.

The rhythm of TSMCs 3nm process is to open the risk market next year, and realize large-scale mass production the following year, that is, 2022. However, the first wave of capacity is mainly reserved for apple, and the latter three waves of capacity will be reserved by other manufacturers. Obviously, this includes Intel.

At present, it is not clear what products TSMC will contract for Intel, but analysis shows that it is likely to be GPU, the next generation of Intel graphics card. In this way, you should see Intels independent display go public this year or next year, and the next generation of Intels independent display will be seen by the end of 2022 or 2023.

Source: Zhongguancun online editor: Zhang Zutao_ NT5054