Re:TSMC Outlines 2nm Plans: N2P Brings Backside Power Delive...
by ksec on Thursday April 27, 2023 @02:13PM
(#35732301)
TSMC was never about being first, despite somehow they are now the leading edge Fab.
TSMC has always been conservative with feature set. GAA was supposed to be 3nm but ultimately pushed to 2nm. Same with Backside delivery.
TSMC is very clear about what their date does and means. Intel's 2024 ( and it is late 2024 ) will only be starting to producing and shipping to customer in 2025.
The volume difference between Intel's 20A and TSMC is also not comparable. This is a similar case with Samsung where they announce their latest nm but you dont see actual product shipping with it.
That being said I still think Intel would catch up by 2025. The question is whether they could find enough customers and volume.
TSMC has always been conservative with feature set. GAA was supposed to be 3nm but ultimately pushed to 2nm. Same with Backside delivery.
TSMC is very clear about what their date does and means. Intel's 2024 ( and it is late 2024 ) will only be starting to producing and shipping to customer in 2025.
The volume difference between Intel's 20A and TSMC is also not comparable. This is a similar case with Samsung where they announce their latest nm but you dont see actual product shipping with it.
That being said I still think Intel would catch up by 2025. The question is whether they could find enough customers and volume.