The Lunar Lake CPU launched by Intel next year will be manufactured by TSMC
The latest news is that Intel's Lunar Lake, which is about to debut next year, will be commissioned by TSMC for mass production, which will break the tradition of not outsourcing Intel CPU chips. If the news is true, TSMC will simultaneously receive orders for CPU, GPU, and high-speed IO (PCH) chips from Intel Lunar Lake next year, which is expected to add momentum to TSMC's N3B process capacity next year.
According to industry reports, TSMC will produce Intel Lunar Lake CPUs, GPUs, and high-speed IO chips next year, and will use the N3B process for mass production. It is expected to start mass production in the first half of next year.
Previously, Intel only commissioned TSMC to manufacture GPUs, taking Meteor Lake as an example, where GPUs and high-speed IO chips were mass-produced using TSMC's 5nm process.
Intel is developing advanced manufacturing. Zhang Zhongmou once publicly said, "Other companies will take advantage of geopolitical trends, without globalization or free trade, and competitors will use that advantage to defeat us. The challenges for TSMC in the next few years will be at least as severe as in the past few years, perhaps even more severe." "Other companies" point to Intel.
It is reported that after taking office, Kissinger announced that he will promote the 5-generation process and make a series of progress within 4 years. In addition to the launch of the 10nm process for mass production, Intel's first Intel 4 process using EUV device technology (equivalent to TSMC 7nm) has been mass-produced at the Oregon factory, and the Meteor Lake processor using this process is about to be launched; The Intel 3 process will be used in data centers, codenamed Sierra Forest and Granite Rapids processors, and is expected to be shipped in the first half of next year.
Previously, Intel only commissioned TSMC to manufacture GPUs, taking Meteor Lake as an example, where GPUs and high-speed IO chips were mass-produced using TSMC's 5nm process.
Intel is developing advanced manufacturing. Zhang Zhongmou once publicly said, "Other companies will take advantage of geopolitical trends, without globalization or free trade, and competitors will use that advantage to defeat us. The challenges for TSMC in the next few years will be at least as severe as in the past few years, perhaps even more severe." "Other companies" point to Intel.
It is reported that after taking office, Kissinger announced that he will promote the 5-generation process and make a series of progress within 4 years. In addition to the launch of the 10nm process for mass production, Intel's first Intel 4 process using EUV device technology (equivalent to TSMC 7nm) has been mass-produced at the Oregon factory, and the Meteor Lake processor using this process is about to be launched; The Intel 3 process will be used in data centers, codenamed Sierra Forest and Granite Rapids processors, and is expected to be shipped in the first half of next year.