Back in 2009, Advanced Micro Devices Inc (NASDAQ: AMD) decided to give up on manufacturing its own chips and turned to Taiwan Semiconductor Manufacturing Company (NYSE: TSM). Fast forward, with long delays and missteps, Intel Corporation (NASDAQ: INTC) ended up with inferior manufacturing technology. But, this is set to change later this year.
Intel opened up to outsourcing to TSMC.
Intel has launched products on its Intel 4 and Intel 3 process nodes, but neither can compare to TSMC's best. But, Intel will be using TSMC's advanced 3nm process node for in its Lunar Lake laptop CPUs. AMD is using the same process node for its Ryzen AI laptop chips that are scheduled for release this month.
Intel is expected to close the gap with Intel 20A, which it will use for this year's Arrow Lake desktop CPUs, and Intel 18A, which will be ready early next year. Panther Lake will use the Intel 18A process and is expected to launch sometime in 2025. Simply matching TSMC in ...