{"id":65883,"date":"2022-08-04T23:33:12","date_gmt":"2022-08-04T21:33:12","guid":{"rendered":"https:\/\/www.planet3dnow.de\/cms\/?p=65883"},"modified":"2022-08-04T23:33:12","modified_gmt":"2022-08-04T21:33:12","slug":"intel-orders-delayed-tsmc-slows-three-nanometer-expansion-says-trendforce","status":"publish","type":"post","link":"https:\/\/www.planet3dnow.de\/cms\/65883-intel-orders-delayed-tsmc-slows-three-nanometer-expansion-says-trendforce\/","title":{"rendered":"Intel Orders Delayed, TSMC<\/span> Slows Three-Nanometer Expansion, Says TrendForce"},"content":{"rendered":"

4 August 2022 \u2014 Accor\u00adding to Trend\u00adForce<\/a> rese\u00adarch, Intel plans to out\u00adsour\u00adce the tGPU chip\u00adset in Mete\u00ador Lake to TSMC<\/span> for manu\u00adfac\u00adtu\u00adre. Mass pro\u00adduc\u00adtion of this pro\u00adduct was initi\u00adal\u00adly plan\u00adned for 2H22<\/span> but was later post\u00adpo\u00adned to 1H23<\/span> due to pro\u00adduct design and pro\u00adcess veri\u00adfi\u00adca\u00adti\u00adon issues. Recent\u00adly, the product\u2019s mass pro\u00adduc\u00adtion sche\u00addu\u00adle has been post\u00adpo\u00adned again to the end of 2023 for some reason, nigh com\u00adple\u00adte\u00adly can\u00adcel\u00adling 3nm pro\u00adduc\u00adtion capa\u00adci\u00adty ori\u00adgi\u00adnal\u00adly boo\u00adked in 2023 with only a mar\u00adgi\u00adnal amount of wafer input remai\u00adning for engi\u00adnee\u00adring verification.<\/p>\n

Trend\u00adForce indi\u00adca\u00adtes that this inci\u00addent has great\u00adly affec\u00adted TSMC<\/span>\u2019s pro\u00adduc\u00adtion expan\u00adsi\u00adon plan, resul\u00adting in Apple being the one com\u00adpa\u00adny among the first wave of 3nm pro\u00adcess cli\u00adents from 2H22<\/span> to the start 2023 with pro\u00adducts inclu\u00adding M series chips and A17<\/span> Bio\u00adnic. In view of this, TSMC<\/span> has deci\u00added to slow the pro\u00adgress of its pro\u00adduc\u00adtion expan\u00adsi\u00adon to ensu\u00adre pro\u00adduc\u00adtion capa\u00adci\u00adty is not exces\u00adsi\u00adve\u00adly idle, lea\u00adding to mas\u00adsi\u00adve cost amor\u00adtiza\u00adti\u00adon pres\u00adsu\u00adre. In addi\u00adti\u00adon to for\u00admal\u00adly noti\u00adfy\u00ading equip\u00adment sup\u00adpli\u00aders of the company\u2019s inten\u00adti\u00adon to adjust 2023 equip\u00adment orders, due to the high cost of 3nm expan\u00adsi\u00adon, Trend\u00adForce expects that this move will also affect some parts of TSMC<\/span>\u2019s 2023 CapEx plan\u00adning. As a result, the sca\u00adle of TSMC<\/span>\u2019s CapEx in 2023 may be lower than in 2022.<\/p>\n

It is worth men\u00adtio\u00adning, alt\u00adhough Intel has signi\u00adfi\u00adcant\u00adly adjus\u00adted its 2023 out\u00adsour\u00adcing plan, caus\u00ading TSMC<\/span> to post\u00adpo\u00adne its 2023 expan\u00adsi\u00adon plans, loo\u00adking at other advan\u00adced pro\u00adcess cli\u00adents inclu\u00adding AMD<\/span>, Media\u00adTek, and Qual\u00adcomm, all of the\u00adse com\u00adpa\u00adnies suc\u00adces\u00adsi\u00adve\u00adly plan to mass-pro\u00addu\u00adce 3nm pro\u00adducts in 2024. At the same time, Apple\u2019s new 2024 iPho\u00adne is expec\u00adted to ful\u00adly adopt 3nm pro\u00adces\u00adsors. The intro\u00adduc\u00adtion of the afo\u00adre\u00admen\u00adtio\u00adned cli\u00adents will inject momen\u00adtum into TSMC<\/span>\u2019s 3nm capa\u00adci\u00adty uti\u00adliza\u00adti\u00adon and reve\u00adnue per\u00adfor\u00admance in 2024.<\/p>\n

Trend\u00adForce belie\u00adves, alt\u00adhough TSMC<\/span> has deci\u00added to curb its CapEx in 2023 due to the delay of Intel pro\u00adducts, TSMC<\/span>\u2019s annu\u00adal reve\u00adnue will still grow com\u00adpared with 2022 but at a slower rate. The reduc\u00adtion in CapEx can also reli\u00ade\u00adve TSMC<\/span>\u2019s huge cost amor\u00adtiza\u00adti\u00adon pres\u00adsu\u00adre and redu\u00adce the degree of gross pro\u00adfit dilu\u00adti\u00adon in the ear\u00adly stage of 3nm mass production.<\/p>\n

Loo\u00adking for\u00adward to 2024, with new pro\u00adducts from cli\u00adents such as AMD<\/span>, Media\u00adTek, and Qual\u00adcomm in place, 3nm pro\u00adcess out\u00adput is expec\u00adted to be on track, fur\u00adther pro\u00admo\u00adting strong growth in TSMC<\/span>\u2019s reve\u00adnue sca\u00adle. Howe\u00adver, the deve\u00adlo\u00adp\u00adment sta\u00adtus of Intel\u2019s own Intel 4 pro\u00adcess and the accom\u00adpany\u00ading out\u00adsour\u00adcing situa\u00adti\u00adon are still important poten\u00adti\u00adal growth dri\u00advers for TSMC<\/span>. If Intel 4 fails to mass-pro\u00addu\u00adce as sche\u00addu\u00adled, Intel may out\u00adsour\u00adce its com\u00adpu\u00adting tiles to TSMC<\/span>, stron\u00adgly dri\u00adving growth in 2024. Howe\u00adver, if the Intel pro\u00adcess deve\u00adlo\u00adps smooth\u00adly, the\u00adre remains the pos\u00adsi\u00adbi\u00adli\u00adty of the com\u00adpa\u00adny choo\u00adsing to manu\u00adfac\u00adtu\u00adre rela\u00adted pro\u00adducts its\u00adelf and can\u00adce\u00adling TSMC<\/span>\u2019s orders.<\/p>\n

For more infor\u00adma\u00adti\u00adon on reports and mar\u00adket data from TrendForce\u2019s Depart\u00adment of Semi\u00adcon\u00adduc\u00adtor Rese\u00adarch, plea\u00adse click here<\/a>, or email Ms. Lat\u00adte Chung from the Sales Depart\u00adment at lattechung@trendforce.com<\/a><\/em><\/p>\n

For addi\u00adtio\u00adnal insights from Trend\u00adForce ana\u00adlysts on the latest tech indus\u00adtry news, trends, and fore\u00adcasts, plea\u00adse visit our blog at https:\/\/insider.trendforce.com\/<\/a><\/em><\/p>\n","protected":false},"excerpt":{"rendered":"

4 August 2022 \u2014 Accor\u00adding to Trend\u00adForce<\/a> rese\u00adarch, Intel plans to out\u00adsour\u00adce the tGPU chip\u00adset in Mete\u00ador Lake to TSMC<\/span> for manu\u00adfac\u00adtu\u00adre. Mass pro\u00adduc\u00adtion of this pro\u00adduct was initi\u00adal\u00adly plan\u00adned for 2H22<\/span> but was later post\u00adpo\u00adned to 1H23<\/span> due to pro\u00adduct design and pro\u00adcess veri\u00adfi\u00adca\u00adti\u00adon issues. Recent\u00adly, the product\u2019s mass pro\u00adduc\u00adtion sche\u00addu\u00adle has been post\u00adpo\u00adned again to the end of 2023 for some reason, nigh com\u00adple\u00adte\u00adly can\u00adcel\u00adling 3nm pro\u00adduc\u00adtion capa\u00adci\u00adty ori\u00adgi\u00adnal\u00adly boo\u00adked in 2023 with only a mar\u00adgi\u00adnal amount of wafer input remai\u00adning for engi\u00adnee\u00adring veri\u00adfi\u00adca\u00adti\u00adon. (\u2026) Wei\u00adter\u00adle\u00adsen \u00bb<\/a><\/p>\n","protected":false},"author":593,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"wp_typography_post_enhancements_disabled":false,"ngg_post_thumbnail":0,"footnotes":""},"categories":[22],"tags":[1683,1004,2763,1037],"class_list":["post-65883","post","type-post","status-publish","format-standard","hentry","category-pressemitteilungen","tag-3nm","tag-intel","tag-meteor-lake","tag-tsmc","entry"],"share_on_mastodon":{"url":"","error":""},"_links":{"self":[{"href":"https:\/\/www.planet3dnow.de\/cms\/wp-json\/wp\/v2\/posts\/65883","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.planet3dnow.de\/cms\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.planet3dnow.de\/cms\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.planet3dnow.de\/cms\/wp-json\/wp\/v2\/users\/593"}],"replies":[{"embeddable":true,"href":"https:\/\/www.planet3dnow.de\/cms\/wp-json\/wp\/v2\/comments?post=65883"}],"version-history":[{"count":1,"href":"https:\/\/www.planet3dnow.de\/cms\/wp-json\/wp\/v2\/posts\/65883\/revisions"}],"predecessor-version":[{"id":65884,"href":"https:\/\/www.planet3dnow.de\/cms\/wp-json\/wp\/v2\/posts\/65883\/revisions\/65884"}],"wp:attachment":[{"href":"https:\/\/www.planet3dnow.de\/cms\/wp-json\/wp\/v2\/media?parent=65883"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.planet3dnow.de\/cms\/wp-json\/wp\/v2\/categories?post=65883"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.planet3dnow.de\/cms\/wp-json\/wp\/v2\/tags?post=65883"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}