Rumor: Intel delays Meteor Lake once more, TSMC bears the brunt, and Apple stands alone

At first, Intel is a little bit embarrassed about having to usher in TSMC, however now, regardless of a probably enormous order, TSMC appears to be bearing the brunt of Meteor Lake’s volatility for now. In line with report from TrendForce Shifting Meteor Lake to the tip of 2023 left TSMC’s 3nm manufacturing facility for just about the entire of subsequent 12 months. And it units off a series response for the Taiwanese chip maker, regardless that it will not do a lot for them financially.

In line with TrendForce, solely Apple wants 3nm nodes from TSMC in 2023, aside from some small batches. Subsequent 12 months, the iPhone maker will start manufacturing of A17 Bionic chips and new M-series chips. Intel does not want a brand new manufacturing know-how due to the delay. Different huge firms like AMD, MediaTek and Qualcomm do not wish to begin mass manufacturing of 3nm chips earlier than 2024. In brief, TSMC really solely has one main 3nm buyer.

This by definition would not be an issue had been it not for the truth that TSMC has invested closely within the new course of. The Taiwanese firm deliberate to considerably develop its manufacturing capability throughout this 12 months and early subsequent 12 months. If giant orders are dropped or need to be crammed later, all these extra factories and machines might be idle. This hinders the adoption of the 3nm course of know-how. That is troublesome for TSMC within the quick time period, though it appears set to work in the long run as 2024 might be a busy 12 months for the chipmaker.

Picture through Taiwan Semiconductor Manufacturing Co.,Ltd

Trendforce, through Heise, picture through Taiwan Semiconductor Manufacturing Co., Ltd.

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