Intel has already outsourced to TSMC the fabrication of most laptop CPUs and desktop CPUs for the year 2024/2025 (i.e. Lunar Lake and Arrow Lake S are made completely by TSMC, while Meteor Lake is made mostly by TSMC, with only one tile made by Intel).

The only remaining product that was planned to use the 20A process was Arrow Lake H for laptops, to be launched in early 2025. This announcement implies that the Arrow Lake H CPU tile, the only part of it made by Intel, will be ported to the TSMC process, so that Arrow Lake H will be completely made by TSMC, exactly like the desktop Arrow Lake S, which will be launched next month.

For the year 2024/2025, Intel has retained only the fabrication of the server Xeon CPUs and of the older CPU models that are still in production.

The plan with the 18A Intel CMOS process is that will be used not only for the 2025/2026 server CPUs, but also for the 2025/2026 laptop CPUs (Panther Lake), returning the fabrication of the latter to Intel.

According to the current rumors, the Intel desktop CPUs after next month will be produced at TSMC at least until 2026.