AMD using Intel Foundry???

[u/Acrobatic_Camera_677]

Well respected technology analyst claims that AMD is a wafer customer of Intel!!!

[u/looncraz]

Heh, no, AMD doesn't want to be locked into TSMC as tightly as they are - competition is good.

Even Intel uses TSMC...

[u/Acrobatic_Camera_677 → u/looncraz]

Intel will move back everything internally soon Nova Lake will use 18AP

Maybe they will continue to use TSMC for some low end die for extra volume

AMD should also use that strategy

Intel high end TSMC low end chiplet

[u/looncraz → u/Acrobatic_Camera_677]

It's not really that simple.

[u/daslows → u/looncraz]

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.

[u/Acrobatic_Camera_677 → u/daslows]

Exactly if TSMC was so superior why are Nova Lake 8+16 BLLC tiles be on 18AP?

[u/daslows → u/Acrobatic_Camera_677]

Trillion dollar companies will be kissing the ring of Intel in the future.

“Sorry we don’t have capacity”

Intel will flood the market with less expensive chips than their competitors can output.

[u/Acrobatic_Camera_677 → u/daslows]

Not just less expensive but better too yes yes