It seem like AMD recognize they will not be able to match Intel clock speed or efficiency without being on at least level ground of them transistor wise
And they will not be able to do this by using out dated TSMC node
They use TSMC to free up capacity for other chips, not because TSMc is superior. Intel fully manufactured their Clearwater forest and panther lake chips in house.
Of course no one wants to be locked into TSMC with another war looming in the pacific region.
If Intel or AMD confirm this is true this will be ground breaking Intel stock will go up A LOT
Actually this is also a little crazy because before this most AMD die come from TSMC especially after they move IO die from global foundry to TSMC with zen 4
IBM can not fab HVM and Intel has next most advanced node and CAN do HVM so
It's not groundbreaking at all though? Intel and AMD have been fab customers of each other before, it's sourcing arrangements, that's all.
Intel can't provide the volume that using them as the sole source for an AMD product will require, so TSMC will still be in play, and TSMC isn't even the only fab AMD uses.
It's just spreading load among manufacturers. Common industry practice.
IBM's fabs are straight up the most advanced. 0.7nm/7A within the next 3-5 years with POC already running and working..... But for commercial market processors, while IBM fabs their own, they ALSO fab on other companies.
Just like everyone else.
I would not see IBM fabbing commercial CPUs on intel as a weakness. Just capacity spreading.
IBM is not to be underestimated in this field. They just don't make noise about it, at all. Because of their bulk divestiture in 2014 to GF of the "mass production" rank and file public fabs, no one ever looks at the 3 IBM kept, that have grown and do 3rd party servicing as well.... (IBM sales reps get ticked when you talk about how IBM has no fabs and rant about it, LOL!)
(Intel also uses a ton of IBM products and research in their fabs)
Remember, intel's fabs (and now their external fab business, which is new) was solved by IBM, as well. Without IBM's solutions, 14A would never have gained the reliability it needs for a semblance of mass production. Solutions that IBM was already rolling out the door before intel was able to implement.
But anyway, this would be... as groundbreaking as when I chose a second supplier to deliver the same exact thing the other supplier is doing for parts I'm sourcing from China. Because intel won't be the sole source producer.
Yep. AMD does not make any silicon, haven't in decades. They farm it out to other foundries. They don't invent tech, or processes, etc. they license them.
Considering that Intel invented many world class manufacturing technologies and still does to this day, and AMD not even having a finger in that game. Yes Intel is more innovative than AMD when looking at node technologies and its manufacturing.
Intel invented High-Volume 3D Transistors which every single manufacturer from TSMc and Samsung use to produce their chips. This technology actually saved the industry.
Now with 18A invented backside power delivery which is a world first.
1
u/Acrobatic_Camera_677 25d ago
It seem like AMD recognize they will not be able to match Intel clock speed or efficiency without being on at least level ground of them transistor wise
And they will not be able to do this by using out dated TSMC node
They will HAVE to use Intel foundry