Can't help but feeling it's a bit of a diversion to make everyone forget the just announced delays of their 10nm server chips. The original source, Nikkei, poi

Can't help but feeling it's a bit of a diversion to make everyone forget the just announced delays of their 10nm server chips. The original source, Nikkei, points to their own sources that claim that both Apple and Intel are currently doing early testing on 3nm. The article doesn't imply they are the only ones and according to Daniel Nenni, AMD did get the PDK too. Then it's about who's ready first and who bought the most allocation. Rumours points to Intel buying a lot of it, although when that allocation comes is a bit unclear. Nobody should expect anyone but Apple to have first dib at anything at TSMC. Plus it is Intel's first use of a bleeding edge PDK from TSMC, which is dramatically different from the older nodes they used so far (EUV and all). But it's been a long coming commitment (pre Gelsinger) from them to outsource their high perf DT and server chips for this node. Their volume needs for this are high (not quite iPhone high, but still far above non-Apple customers) and it will be interesting to see what, and how soon they can launch in 2023. I would probably expect Intel's lineup, especially the articulation around their so called HEDT (High End Desktop) segment to be shaken up a bit. So would their margins. https://www.intel.com/content/www/us/en/newsroom/opinion/updates-next-gen-data-center-platform-sapphire-rapids.html https://www.intel.com/content/www/us/en/newsroom/opinion/upd... https://asia.nikkei.com/Business/Tech/Semiconductors/Apple-and-Intel-become-first-to-adopt-TSMC-s-latest-chip-tech https://asia.nikkei.com/Business/Tech/Semiconductors/Apple-a... https://semiwiki.com/forum/index.php?threads/apple-and-intel-become-first-to-adopt-tsmcs-latest-chip-tech.14410/ https://semiwiki.com/forum/index.php?threads/apple-and-intel...