The source claims that TSMC has encountered problems in the development of the 3-nanometer process technology. Although the contract manufacturer itself recently announced that mass production will begin in the second quarter of 2022, according to unofficial information, the yield rate is too low for mass production.
AMD is already one of TSMC’s biggest customers and perhaps the most loyal (in PC hardware). Intel has its own production and is trying to actively compete with TSMC. Nvdia has worked with Samsung in the past, but has approached TSMC with orders for 5nm GPUs.
In this context, TSMC remains the most important contract manufacturer in the world, and it is understandable that they are absolutely silent about any delays, unless they become inevitable and obvious. The company has already unveiled a 3nm process variant called N3E, which will be a power-optimized version of the N3 process.
Intel is set to roll out its 4nm process technology in the second quarter of 2022. According to the source, she could benefit from TSMC’s delay. This delay will be especially useful in the face of a deteriorating geopolitical situation and given the multibillion-dollar subsidies that Intel is likely to receive in the United States.
If TSMC really stumbles, AMD and Nvidia will be forced to switch to the Intel N4 process. Of course, if Intel meets the deadlines, and does not repeat the situation with the 10-nanometer process technology.
Source: ixbt
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