Starting from the Intel 7 process, Intel will also start the outbreak mode in the future, and it is expected to mass-produce 5 generations of CPU processes in the 4 years before 2025, of which there will be 20A and 18A two-generation processes in 2024, but this is not the limit of Intel, they will also cooperate with TSMC, and the 3nm and 2nm nodes will become the first customer like Apple.
Digitimes quoted sources as saying that TSMC's next generation of process has two major customers, in addition to Apple, Intel is also the first batch of customers to obtain production capacity, and the cooperation between the two sides is not only the 3nm process, but also the next generation of 2nm technology.
According to TSMC, the 3nm process will be trial production in the second half of this year and large-scale mass production next year, while the 2nm process will be trial production in 2024 and mass production will begin in 2025, which may be the second half of the year or the end of the year.
For the cooperation between TSMC and Intel, the two sides have not publicly confirmed, but Intel mentioned at the PPT of the investor meeting in March that the 3nm node will have outsourced production, that is, it is not named TSMC.
However, the industry believes that the cooperation between the two companies is almost a foregone conclusion, Intel CEO Kissinger visited TSMC at the end of last year, and it is rumored that there will be talks again in April, but the specific content has not yet been confirmed.
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