Foreign media “WCCFTech” reported on Friday (8th) that Intel CEO Pat Gelsinger may come to Taiwan in August to visit TSMC to revise its 3-nanometer production plan.
According to the market, Intel’s 14th generation Meteor Lake CPU was originally expected to be launched in the first half of 2023, but it has been postponed to the second half of 2023, or even the end of 2023.So Intel CEO Ji Singer plans to visit Taiwan for the third time to meet with TSMC Chairman Mark Liu and TSMC President CC Wei to discuss the 3nm revision plan.
Intel showcased its 14th-generation Meteor Lake series processors in both standard and high-density packaging technologies at its first Intel Vision event in mid-May, expected to launch in 2023. This series of processors uses a multi-chip package, uses Intel 4nm CPU modules and TSMC 3nm GPU cores, and finally integrates them into a complete processor through advanced packaging technology.
Industry insiders pointed out that Intel will pay a heavy price if the production and release of Intel’s 14th generation Meteor Lake is delayed.
Intel and TSMC have signed an outsourcing agreement. According to the contract, TSMC will produce 3-nanometer GPUs as planned. If Intel’s 4-nanometer CPU cannot be produced as scheduled, and TSMC is also expected to delay production at the same time, Intel must bear all losses.
After Kissinger took power, Intel’s ultimate goal is to regain world leadership in manufacturing scale and chip process technology, but Intel’s post-PC era is more dependent on TSMC. Ji Singer personally went out last year and flew to Taiwan to find TSMC executives to ensure production capacity, highlighting that Intel’s production capacity is insufficient and the yield rate of advanced processes is poor, and TSMC still needs help.
Bernstein analysts have said that Intel will outsource some production capacity, mainly TSMC’s 3nm and 5nm processes, and some 6nm processes. The two companies have been preparing for some time, and there will be significant mass production in early 2023. .
