Rumor: TSMC Expected to Produce 5nm Intel CPUs in H1 2022

[Portland]

Mike Rogoway wrote an article about it.

Intel contemplates outsourcing advanced production, upending Oregon’s central role

The company says a decision is likely in January.

www.oregonlive.com

His sources are investment analysts that are in the dark as much as he is. I'm more knowledgeable so it is what it is.

 

[Daniel Nenni]

If Intel is smart they will start at 3nm. Why would they start behind AMD at 5nm?

 

[IanD]

If Intel is smart they will start at 3nm. Why would they start behind AMD at 5nm?

It all depends where Intel are with porting CPUs to TSMC. If they were starting today, for sure 3nm would be the best option, even though it leaves a truly massive gap before they can catch up with AMD who they leave owning the CPU market in TSMC 7nm/6nm and 5nm/4nm. Or maybe they've been working on this in the Intel skunk works for some time already and are targeting something available earlier than 3nm, maybe 5nm or 4nm (higher-density 5nm).

 

[count]

If Intel is smart they will start at 3nm. Why would they start behind AMD at 5nm?

You might be assuming too much of Intel management.

 

[Daniel Nenni]

You might be assuming too much of Intel management.

Intel management reads SemiWiki so I have high hopes. We really are in the mind control business.

 

[hist78]

Intel's manufacturing is broken and new Rocket Lake CPUs prove it

Intel's manufacturing is broken and new Rocket Lake CPUs prove it

The next six months are make or break as Intel hurtles towards existential crisis.

www.pcgamer.com

I'm thinking Intel has made up their mind to do some major outsourcing deals with foundries. They are just waiting for a good timing to announce their decision and to find a way to minimize any negative impacts it may cause.