The market indicates that Intel is expected to launch a 2021nm process design in 6.HPC and AI-accelerated GPU codenamed "Ponte Vecchio"It has been outsourced to TSMC, and plans to entrust TSMC to assist in the foundry of its CPU products using 5nm and 3nm processes.
Due to the advancement of its 7nm process technologyFacing a bottleneckThis has caused Intel to gradually fall behind in the competition for processor product process technology, including AMD and Qualcomm, which are now preparing to move from 7nm process to 5nm process. Therefore, in order to avoid a significant gap in the application of process technology, Intel may entrust TSMC to assist in the foundry of its CPU products.
However, as TSMC still has a large number of 7nm and 5nm process orders waiting to be processed, it may not be able to assist Intel's foundry needs in the short term. Therefore, the "Ponte Vecchio" GPU built with 6nm process technology is expected to be manufactured by TSMC in 2021, and its CPU products will not be manufactured by TSMC until 2022 at the earliest.
In addition to seeking assistance from TSMC, Intel is also considering using other foundry technology resources as an emergency measure, rather than insisting on using its own process technology entirely.
According to Intel CEO Rober Swan, due to developmental issues with the 7nm process technology, current processor production yields are low. The first wave of 7nm products will be used in consumer PCs, including laptops and desktops, followed by server and workstation models. Therefore, it's not expected that Intel's 2023nm products will be used in the server market until the second half of 7.
