News TSMC Comments on Intel 3nm Order Rumors: Nothing Has Changed

[Admin]

TSMC denies any changes with N3 expansion plans.

TSMC Comments on Intel 3nm Order Rumors: Nothing Has Changed : Read more

 

[jkflipflop98]

That was a lot of words to say "Turns out Trendforce was wrong"

 

[InvalidError]

It also doesn't make much sense for TSMC to worry about their customers' plans changing when their wafer supply agreements require that customers find someone else to pick up their slack when that happens if they don't want to pay penalties for wasted fab time.

 

[SunMaster]

Why on earth would tsmc go deny rumours about a customers plans? It can’t be of interest for tsmc itself.

 

[TerryLaze]

Why on earth would tsmc go deny rumours about a customers plans? It can’t be of interest for tsmc itself.

Just look at this forum alone and you will get your answer...the slightest rumor about a delay or lowering of production and everybody thinks the world is ending.
TSMC can't afford people to suspect that clients stop their orders because there is something wrong with their process so they will actively tell people that everything is ok.

 

[SunMaster]

Just look at this forum alone and you will get your answer...the slightest rumor about a delay or lowering of production and everybody thinks the world is ending.
TSMC can't afford people to suspect that clients stop their orders because there is something wrong with their process so they will actively tell people that everything is ok.

Tsmc does not have problems manufacturing at max. In fact they cannot keep up with demand. The only way this makes sense is if they have been asked by Intel to do this.

 

[Paolooliva]

TSMC denies any changes with N3 expansion plans.

TSMC Comments on Intel 3nm Order Rumors: Nothing Has Changed : Read more

Not everything seems normal to me.
If we give credit to Pat's words (production in the second half of 2022 and commercialization in 2023), I don't see the reason why TSMC has to postpone production.

Any "official" Intel response ... announces the VGAs, 2 postponements and it almost seems that it will not produce them, Sapphire Rapids in 2021, then mid 2022, then 3rd quarter 2022, then end 2022, now 2023 ... what weight can it have an Intel statement?

The Intel road-map, breakeven in 2023 and advantage in 2024 ... is already wrecked, we are 4 months from 2023, AMD has already done the drafting of Zen4D on the n4X and is in production at risk of Zen5 on 3nm .. .

Let's hope that's not the case ... because all of 2023 on Intel7, skip desktop / mobile / server.