Intel will be one node ahead of competitors in 2023. Yes, that's right.
As per respectable EEtimes, it will not only be ahead but has huge plans:
“Intel is engaged with TSMC on N3 for its next-generation graphic processors (GPUs) in 2023, and the ramp plans here look bigger than we first thought. This is a material engagement,” he says.
Intel’s GPU rivals include Nvidia and others. GPUs are not a product area that Intel has addressed historically.
“We thought they would go slow, but the ramp plans for GPUs look to be over 10K wafers per month. That signals Intel will be a node ahead of GPU rivals next year,” according to one analyst surveyed, who asked for anonymity.
With recent problems in securing additional N3 supply by AMD/others, it will make it even better for Intel which signed N3 supply agreement year(s) back.
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- KLok·2022-02-28good news.LikeReport