Intel locks down all remaining TSMC 3nm production capacity

techradar.com

48 points·gtirloni··7 comments

’’’ None of the 3nm node process orders will be for its consumer market processors, namely Raptor Lake, which is expected to launch in mid-to-late 2022. ’’’

So, Xeon will it be?

Knowing Intel they bought it just so AMD or Apple couldn't have it

This is assuming that TSMC is naive and gullible enough to strike an agreement with a temporary customer who is more a competitor that results in destroying relationship with long term trusted customers.

As another commenter pointed out it is more for Aurora and is a limited quantity order. And IIRC from articles posted online this super computer GPU samples were fabbed in Intel’s fabs. So I would expect more delays given Intel has to redesign for TSMC flows.

No, I don't think so. The headline is "all remaining" production. No doubt Apple already has what they want. Probably AMD too. Apple is a longtime huge customer. Intel has to get in the back of the line.

Oh Thank You. Finally one useful piece of signal given all the noise about this.

If this is true I am willing to bet it is GPU and CPU made for Aurora SuperComputer. Which was originally aimed to launch in 2018, pushed to 2020, and now expected ( somehow ) to be done in 2021. Since we haven't heard anything from it, and the original schedule of 2021 never made any sense due to the usage of Intel 4nm ( previously Intel 7nm ), they had to deliver it ASAP.

And media are making big fuss out it. I mean like for pete sake it is only 20,000 Xeon + 60,000 GPU, When normalised to Die Space it isn't even 1 Million Apple Smartphone chip. And Apple is expected to have 60M+ shipped.

... and rumors are that it's nowhere near on-track.

I'm wondering when the Powers That Be decide to stop throwing bad money after good.

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