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Some things just don't add up. I'd trust information regarding Intel's 18A yields being poor but I really hope they can improve it to at least 30%.
- Broadcom statement
- Intel reserved part of TSMC's 2N capacity (https://www.techpowerup.com/318454/...anometer-process-for-nova-lake-cpu-generation)
- Intel CEO visited TSMC last month (https://www.digitimes.com/news/a20241105PD227/intel-tsmc-taiwan-ceo-production-capacity.html)
- no information about new customers signing up for Intel 18A
Intel 18A might be worth it for smaller chips, especially for CPU/GPU chiplets but I'd bet TSMC's 2N node will be better and more reliable.
- Broadcom statement
- Intel reserved part of TSMC's 2N capacity (https://www.techpowerup.com/318454/...anometer-process-for-nova-lake-cpu-generation)
- Intel CEO visited TSMC last month (https://www.digitimes.com/news/a20241105PD227/intel-tsmc-taiwan-ceo-production-capacity.html)
- no information about new customers signing up for Intel 18A
Intel 18A might be worth it for smaller chips, especially for CPU/GPU chiplets but I'd bet TSMC's 2N node will be better and more reliable.