Hi TSMC Fanboys
@The Historical Fidelity @NinoPino
Regardless these are fact, intel prepared (a possible biased) paper vs TSMC ~x% which one I need to say, there are a lot of professional website out there that mentioned that TSMC N3E = N5 SRAM in um2 i.e. 0.021um2 (HDC) and 0.025um2 (HCC) then look at the powerpoint and google search what is the number from wiki is Intel 4 SRAM in um2 is 0.025um2 (HP) and Intel 3 in um2 (educated guess using the 210:240 ration on the slide) is 0.021um2, then Intel 3 is so identical in size. The pitch is very similar actually within the margin of manufacturing errors, 2nm (4%), The reference is the below webpage.
https://www.semianalysis.com/p/tsmcs-3nm-conundrum-does-it-even
Die shot analysis shows 40% area reduction on identical structures from Intel 7 to Intel 4. Analysis on Redwood Cove and Crestmont architecture, Foveros Omni, Intel's use of TSMC N3 in the GPU, and SOC/IO chiplets
www.semianalysis.com
Then the rest of the density is in unknown area, as I am not sure using TSMC ration (RAM, Logic, Analog) ration of chip and the additional scaling still taking place except SRAM from TSMC N5 to N3E, so using the same ration, will Intel 3 match. But purely on SRAM size, Intel 3 = TSMC N3E.
Then on power, the slide also discussed, @0.65V intel mentioned can clock to around 4.4GHz, very close to what Apple M4 is on TSMC N3E.
TSMC Shareholders needed to be afraid, because TSMC lead is gone, if rumors is true that there is some Arrow Lake parts coming out from 20A this year (some even suggest Oct24), that meant that within weeks if not now, Intel 20A is started Risk Production somewhere, and TSMC is no where to be seen. No because the lead is so important but the velocity of the catch up, the fail N3B node, the promised N2P (BSPD) sorry this TSMC management make too many unforce errors, just like Bob Swam @ Intel, and remember Intel share price is also going very well helped by COVID, but then I knew that they are falling from the grace, very similar to what TSMC current is.
TSMC NEVER delay, they just change names as it please i.e. TSMC N3B a fail node then rename 5nm Class in N3E Oh I am great I am 3nm class, LOL, cheating yourself. Oh I can't do BSPD in N2P, so now add additional node name PowerPoint it to be "Super"rail name it A16 Now I win AGAIN, the whole fan club is now saying TSMC now is A16 way better then 20/18A because you are 18 and I am 16 (TSMC Fan club is a Girl of course Sweet 16 is better then 18)
And with their Intel 3 pipeline, I think Intel Arc will likely to be made with Intel 3-PT or Intel 18A. Then it will be the base die then Intel move back to 100% manufacturing, if and if Intel Arc do capture 25% of GPU market, with existing 70-80% CPU market, chip set, Microsoft, DoD contacts, Tower Semi, etc etc etc, I think in the mid term IFS can stand its ground and a very profitable division,
Intel don't needed care about AI (as GPU designer), they just care will they Fab the next AI gen chip, the answer is Yes, Not TSMC, is Intel, who owned / control ChatGPT, oh yes it open source but everyone thinks that Android is kinda of owned by Google, then ChatGPT is by Microsoft, and where Microsoft going to make it's AI chip and make sure OpenAI will support it, it is Intel will FAB next gen AI chip, Not nVidia, and TSMC, sorry the TSMC-nVidia alliance look very risky to me, nowdays with LLVM nVidia, Intel, AMD is not that important for OpenAI.