In the past few days, Intel CEO Kissinger flew to Taipei to visit partners, stayed for about 40 hours, and today has flown back to the United States, and the most concerned outside world is whether TSMC has reached a cooperation agreement with Intel on the 3nm process.
At present, the officials of the two companies have not confirmed this matter, or even confirmed the high-level meeting between the two sides, but judging from kissinger's video yesterday praising TSMC, the two companies will definitely talk.
According to media reports, the two sides have differences in the specific cooperation plan, Intel hopes that TSMC can follow Apple's special construction of a 3nm wafer production line to supply Intel products to ensure that production capacity is safe.
However, the requirements of TSMC are not low, they hope that Intel can make advance payments, first give money, because TSMC is also worried that Intel will change, after all, they are not like Apple and other companies, Intel also has its own wafer production line, but also planned the Intel 3 process, which makes TSMC uneasy.
In addition to the difference in the negotiation conditions between the two sides, the news said that the supply time is not as optimistic as previously rumored, even if Intel sets a 3nm production capacity, TSMC will supply until 2024, and the first batch of 3nm production capacity is obviously still supplied to Apple.
If it is 2024 to obtain TSMC 3nm production capacity, then Intel's 14th generation Core Meteor Lake will not use 3nm, it will be listed in 2023, and the previous news said that its GPU core will use TSMC 3nm process, CPU module is Intel 4 process.
![A new generation of processes! TSMC's 3nm process will be mass-produced in the second half of the year[fig]](data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACwAAAAAAQABAAACAkQBADs=)