InvestorsHub Logo

alan81

08/24/20 2:07 PM

#150966 RE: borusa #150965

That's pretty much it... No mention of which vendor or which process.

some other tidbits that might tie into this:
(1) during the last earnings CC INTC mentioned they expect to increase TSMC contracted output from the traditional level of about 25% to about 33% of INTC shipments.

(2) East asia rumor that INTC has ordered 180k 6nm wafers from TSMC for 2021 delivery.

To get the same performance/power expected on the INTC 7nm process would likely require TSMC 5nm wafers. I really doubt INTC will receive any of these in 2021. I'm not sure where that leaves the power/performance specs of the Aurora supercomputer system.
Alan