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 big order, TSMC appears to be bearing the brunt of Meteor Lake’s volatility for now. In accordance with report from TrendForce Shifting Meteor Lake to the top of 2023 left TSMC’s 3nm manufacturing facility for just about the entire of subsequent yr. And it units off a series response for the Taiwanese chip maker, although it will not do a lot for them financially.

In accordance with TrendForce, solely Apple wants 3nm nodes from TSMC in 2023, aside from some small batches. Subsequent yr, the iPhone maker will start manufacturing of A17 Bionic chips and new M-series chips. Intel would not want a brand new manufacturing know-how due to the delay. Different large 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 increase its manufacturing capability throughout this yr and early subsequent yr. If massive orders are dropped or must be stuffed later, all these extra factories and machines can be idle. This hinders the adoption of the 3nm course of know-how. That is tough for TSMC within the brief time period, though it appears to be like set to work in the long run as 2024 can be a busy yr for the chipmaker.

Picture through Taiwan Semiconductor Manufacturing Co.,Ltd

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

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