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TSMC (Not Intel) Makes the Vast Majority of Logic Tiles on Intel "Meteor Lake" MCM

Contracts at this level have nothing in common with those on the street corner. They are perfected years before the product launch.
AMD is dependent on TSMC, Intel is not. It is not difficult to guess who has priority and who does not.
It's pure speculation with AMD sales. All released Zen 3 processors were available on the market and had a high reference price (msrp) from the start.
 
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AM4isGOD said:
However much people here might poke fun at Intel, they have their own FABS, AMD do not, which is a definite advantage for Intel. They also have enough spare cash to buy production capacity from TSMC, win in both ways. At some point AMD will lose out by not having their own FAB. However badly Intel might be doing with their processes at the moment, they have the means and the capacity to improve them without having to rely on anyone else, which at some point will pay off. Once they get it/them right, they just have to ramp up the production and roll the cash in.

How can anyone see it as a downer Intel buying production from TSMC? Would you not do the same if you could if it gives you a advantage.
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Their shareholders are not seeing this advantage there market Cap is diving.

If Intel's fabs are on par as the blue rinse crowd declares then they would Earn more profit building the entirety of their own chip.

BUYING IN components is not cheaper.

They do so because they cannot make those parts, it's not a choice.
 
AM4isGOD said:
AMD don't produce any chips, TSMC make everything they sell, so they are dependant on them for production.
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That's what I meant.
AMD didn't have enough capacity at TSMC to satisfy the demand on their CPUs ~= AMD couldn't produce enough chips.
 
AM4isGOD said:
Corrected
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Maybe you're right and all of 7nm capacity was booked at TSMC, but wafers reservation is starting (at the earliest) years before in order TSMC to gather the demand and forecast better their capacity expansion in an upcoming leading edge node, with in advance payments needed depending the customer, process, demand etc.
In essence AMD probably went too late to TSMC to book capacity (if AMD's sales forecast was successful) and couldn't find the capacity that it needed or their forecast was just off.
 
TheoneandonlyMrK said:
They do so because they cannot make those parts, it's not a choice.
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It's ridiculous what you say. They design those components.
Intel's policy is changing starting this year. Some of the Intel chip components will be manufactured by third parties and their factories will manufacture non-Intel components. MediaTek has already announced the collaboration with Intel Froundy.
I repeat: Intel is the only company that can fully manufacture its products in its own factories.

www.intel.com

Intel Newsroom Archive 2022

List of Intel Newsroom articles and news from 2022
www.intel.com www.intel.com
 
Gica said:
It's ridiculous what you say. They design those components.
Intel's policy is changing starting this year. Some of the Intel chip components will be manufactured by third parties and their factories will manufacture non-Intel components. MediaTek has already announced the collaboration with Intel Froundy.
I repeat: Intel is the only company that can fully manufacture its products in its own factories.

www.intel.com

Intel Newsroom Archive 2022

List of Intel Newsroom articles and news from 2022
www.intel.com www.intel.com
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It's ridiculous what you say.

Like someone who has no idea what Intel's and tsmcs foundries are capable of manufacturing.

Google some stuff FFS.

Intel cannot make 5/6Nm grade chip's at this moment.

They are indeed capable of making a complete CPU just not the one they want to make, or one that has even the slightest chance of competing in the enterprise market in they're own fabs, and same with GPU chip's.

As for pulling they're foundry outsourcing up, And, you see apple going there or Qualcomm or AMD, no because Intel can't supply the grade of chip they want.
 
TheoneandonlyMrK said:
Intel cannot make 5/6Nm grade chip's at this moment.

They are indeed capable of making a complete CPU just not the one they want to make, or one that has even the slightest chance of competing in the enterprise market in they're own fabs, and same with GPU chip's.

As for pulling they're foundry outsourcing up, And, you see apple going there or Qualcomm or AMD, no because Intel can't supply the grade of chip they want.
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If you look at Meteor, the most important component of the processor (cores, cache memory, etc.) will be manufactured by Intel using the Intel 4 process (2 or 3nm TSMC equivalent). You just said that intel can produce the engine of a car but does not have the technology to manufacture the steering wheel. I can't understand how you keep your horse glasses on and gallop ridiculously.
Are Alder and Raptor produced at TSMC?

Intel 10 is TSMC 7 nm equivalent
Intel 7 is TSMC 5nm equivalent
 
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Gica said:
If you look at Meteor, the most important component of the processor (cores, cache memory, etc.) will be manufactured by Intel using the Intel 4 process (2 or 3nm TSMC equivalent). You just said that intel can produce the engine of a car but does not have the technology to manufacture the steering wheel. I can't understand how you keep your horse glasses on and gallop ridiculously.
Are Alder and Raptor produced at TSMC?

Intel 10 is TSMC 7 nm equivalent
Intel 7 is TSMC 5nm equivalent
Click to expand...

No denying Intel has a advantage over AMD. They have their own FABS which AMD seemingly will never have. They control the, when, were, and how, which AMD cannot have any control over themselves, but rely on someone else for. Every AMD user may poke fun at Intel, but imo just wait till they get it right, which they will do eventually, then AMD will be behind again. Go on laugh at my opinion, poke fun at me AMD users, but you know it is true. Look how good Alder Lake was, even with the high balls out power use, which imo does not matter, as no one runs their CPU this way all the time anyway. Raptor Lake and Meteor Lake will be even better, after that, probably better, who knows. All the while AMD will keep on relying on someone else to produce their wafers, with no direct control over the production or quality.

What ever camp you are in, the next few years will be a good one for both of us to enjoy, so let us just do that without all the usual TPU bickering eh.

Guess how much money Intel are going to make off Mediatek? a fuck ton, which is what AMD is paying TSMC for its services. Shame AMD cannot sell its services as Intel are doing.
 
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Gica said:
If you look at Meteor, the most important component of the processor (cores, cache memory, etc.) will be manufactured by Intel using the Intel 4 process (2 or 3nm TSMC equivalent). You just said that intel can produce the engine of a car but does not have the technology to manufacture the steering wheel. I can't understand how you keep your horse glasses on and gallop ridiculously.
Are Alder and Raptor produced at TSMC?

Intel 10 is TSMC 7 nm equivalent
Intel 7 is TSMC 5nm equivalent
Click to expand...
In they're own words it's equivalent plus WILL BE and that timeline IS slipping, I would put a fiver on it.

Wtaf do you believe Intel is not making discrete GPU on it's fabs then, because it can't.
 
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TheoneandonlyMrK said:
In they're own words it's equivalent plus WILL BE and that timeline IS slipping, I would put a fiver on it.

Wtaf do you believe Intel is not making discrete GPU on it's fabs then, because it can't.
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Meteor is not launched. It will be released.

Intel can fully manufacture any processor. Their current third party opening policy is $$$$. For now, they outsource only the most unimportant parts.
One of the reasons, in my opinion, is that it is much more profitable to use the old technologies (14nm, 22nm, etc.) to produce chips for others than to invest billions in them for retechnology.
According to the Meteor scheme, Intel kept all the essential components in its own garden: the processor engine and the Foveros technology (motherboard).
 
Gica said:
Meteor is not launched. It will be released.

Intel can fully manufacture any processor. Their current third party opening policy is $$$$. For now, they outsource only the most unimportant parts.
One of the reasons, in my opinion, is that it is much more profitable to use the old technologies (14nm, 22nm, etc.) to produce chips for others than to invest billions in them for retechnology.
According to the Meteor scheme, Intel kept all the essential components in its own garden: the processor engine and the Foveros technology (motherboard).
Click to expand...
Are you on crack or something.

Will be, that is not out now.

And Tsmc is building parts for Intel on nodes that at this time, Intel has no equal to like Arc, you might not of heard of Arc, Intel's been secretly designing a discrete GPU:p.

What Intel uses its fabs to make for others has no bearing on what they're capable of making in the best case.
 
Some of us are not 5, didn't troll and didn't mention the competition.

Then there's always a few.

Oh and as a guy with 3 Intel computers and 3 AMD I could show in pics with a newspaper date of today beside, your shouting up the wrong tree with your weak arse trolling.

And even weaker ass reponses.
 
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