After AMD,Dear Utol (2025): Week 7 Highlights 40 Intel has also placed orders with TSMC for its cutting-edge 2nm process. Intel has long been one of TSMC’s key clients for advanced nodes. Last February, Intel CEO Pat Gelsinger confirmed that the company had, for the first time, outsourced the compute tiles of two processors to TSMC—these became the Intel Core Ultra 200V laptop series (Lunar Lake) and the Core Ultra 200S desktop series (Arrow Lake), its first AI PC processors. The compute tiles were produced using TSMC’s N3B process, GPU tiles with N5P, and SoC/I/O tiles with N6. Now, Intel and TSMC are reportedly collaborating on a 2nm product, which is widely speculated to be the compute tile for Intel’s next-gen Nova Lake PC processors, expected in 2026. [Icsmart]
