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alan81

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alan81

Re: borusa post# 151259

Monday, 07/12/2021 1:53:17 AM

Monday, July 12, 2021 1:53:17 AM

Post# of 151631
TSMC already makes the mobileye chips and the NN chips. Rumor has it the latest desktop gaming GPU is coming out of TSMC as well. The number I have heard is TSMC is currently about 25% of INTC product, and they expect that to end up closer to 33% as Intel expands their product portfolio. I don't expect Intel to fabricate X86 at TSMC.

It is likely Intel will be shipping product from the new 7nm factories in a similar time frame to AMD shipping Genoa (their INTC 7nm comparable product). This assumes Intel sticks to their 7nm schedule and it doesn't slip any more. With over $50B capital on the line, and nowhere to go but 7nm Intel needs to make sure it works!
--Alan
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