Taiwan Semiconductor Manufacturing Co. will produce central processing units for Intel and Advanced Micro Devices using its 2-nanometer process technology. Morgan Stanley analysts report that AMD will manufacture EPYC Venice data center processors with the node, and Intel plans to build Nova Lake compute tiles at TSMC facilities. The shift follows yield concerns with Intel's 18A manufacturing process; however, Intel executives stated that the company prioritizes customer satisfaction over internal chip production.
TSMC expects higher demand for 2-nanometer chips compared with 3-nanometer products from mobile and high-performance computing customers. AMD Chief Executive Lisa Su confirmed plans to use the N2 node months ago. Intel will release Panther Lake processors this quarter, with mass production scheduled to begin in the first quarter of next year, demonstrating 18A node capabilities.
TSMC expects higher demand for 2-nanometer chips compared with 3-nanometer products from mobile and high-performance computing customers. AMD Chief Executive Lisa Su confirmed plans to use the N2 node months ago. Intel will release Panther Lake processors this quarter, with mass production scheduled to begin in the first quarter of next year, demonstrating 18A node capabilities.
