Only for the iGPU tile. I don't read much into that other than potential capacity offload at this stage. If that is the case in 3 generations then it's a different story
If IFS is worried about its CPUs exceeding IFS capacity, then external customers probably should be worried, too, though, right? That is, vendors might not be willing to trust Intel's capacity claims until Intel has a few generations of its nodes delivering capacity for Intel's own products.
Does anyone want to be "second", if Intel isn't ready to be first?
It took Apple more than a few generations to end its dual-sourcing from Samsung & TSMC, and commit to TSMC. I don't forget that Intel's
entire GPU line-up is fabbed at TSMC, including
all mobile, workstation, and desktop Arc dGPUs:
Intel Arc A310: TSMC N6
Intel Arc A380: TSMC N6
Intel Arc A750: TSMC N6
Intel Arc A770: TSMC N6
etc.
These GPUs are likely
extremely low volume. Of course, maybe future Arc generations use Intel nodes? But, rumors indicate Intel will
again use TSMC nodes for Intel's flagship-to-low-end Arc GPU products.
Intel seems optimistic about strong sales of its Alchemist successors.
www.tomshardware.com
That would mean even in 2026, Intel backing TSMC for its GPU foundry needs. Of course, these are rumors. These are future generations, but I imagine Intel wants to promote any foundry wins, just as frequently as it promotes these ancillary updates (like the OP).