[The Exiled]

AMD and Intel do battle over TSMC capacity

The potentially bigger news, for TSMC at least, comes today via Taiwan's China News which asserts that Intel is indeed in talks with TSMC and is anxious to grab production capacity.

Insiders talking to the Taiwanese newspaper have indicated the following:

• Intel has reached an agreement with TSMC
• TSMC will begin mass production of Intel CPUs and / or GPUs next year
• Intel chips will be fabricated on TSMC's 7nm optimised version of its 6nm process. (I'm not sure if that means TSMC N7P, N7+, or N6.)

Intel can be thankful for the TSMC capacity made available by the Huawei / HiSilicon orders being cancelled or it would be in an even worse position. Meanwhile, AMD will press ahead to try and take advantage of its chief opponent's misfortunes / missteps. AMD hopes to capture market share in desktops, laptops, and servers and its Zen 3 CPUs and RDNA 2 GPUs will be instrumental in this aim going into the new year. AMD's next gen parts will be made on TSMC's N7/N7+ processes, and it is expected to be TSMC's biggest 7nm customer in 2021. This is all the more impressive because TSMC's 7nm capacity for 2021 will be double what it was this year.

Izvor: Hexus.net