Posts: 1,743 +2,919
The gig *may* last forever, but how realistic ist this unless Intel gives up their own fabs? Which I bet they will not do.Intel has no 5nm fab. It's already been reported that Intel will be using some of TSMC's 5nm capacity, starting in 2022.
I don't know Intel's plans, but they can certainly fab all their 5nm chips at TSMC, now and forever, without ever shuttering any of their current facilities. The gig very well may last forever.
Intel has historically tied their chip design and nodes together. This has given them a big advantage. Right now, they are having problems but eventually they could solve them.
Yes, Intel does not have a 5nm node but since I kept hearing ad nauseam that their nodes are better than competing nodes with the same mm designation, a working Intel 7nm EUV node should be just as good as TSMC 5nm.
Lastly, AMD is a safe customer. Their sales are limited by how much TSMC can produce for them. Would it be wise to hurt that customer by reducing their volume for a short term gig with their competitor ? What does TSMC have to gain, seeing that they are capacity constrained? Is Intel going to pay more for an i3 wafer than AMD for an Epyc wafer ?
That‘s the thing - every CPU, NIC... that Intel does not sell is one more that a TSMC customer sells.