Will Intel take the lead again?

Gloria112
2022-06-22

$Taiwan Semiconductor Manufacturing(TSM)$ articles are popping up discussing tsm's newly released roadmap, TSMC FINFLEX™, N2 Process Innovations Debut at 2022 North American Technology Symposium ". The one in hardwaretimes, titled TSMC’s 2nm Delay to 2026 May Allow Intel to Regain Process Leadership with its 20A Wafers in 2024 or 2025, puts it in perspective for Intel.

$Intel(INTC)$
Looks like TSM plans to experiment with 4 different process variations on N3, through 2025, with their N2 and GAA beginning production in late 2025, with shipments in 2026.

Intel said last earnings call that they will have Intel-20a and Intel-18a test wafers this year. Their Intel-3 process is being used on Sierra Forest and Granite Rapids, with manufacturing beginning in H2 2023.
Sierra Forest pre-production Intel-3 wafers will come in second half 2022. Granite Rapids was taped out at the time of q1 earnings call, both mentioned in the earnings call transcript.

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