Apple and Intel will be the first customers for TSMC's new 2 nm manufacturing node.
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Kaarme
Intel has its own fabrication plants pouring out ~100% Intel chips, and in addition it will claim a portion of TSMC's production capability. That's one smart, if not underhanded, way of beating the competition. I wonder if the folks at AMD ever regret letting go of GF and consequently GF dropping out of the cutting edge technology race entirely, ending up as a nameless contract fab instead. Although if splitting off GF saved AMD from bankruptcy, I reckon regretting it wouldn't be relevant.
Maddness
The big problem with Global Foundries was they weren't competitive with cutting edge technology. It may well have just come down to revenue. But I'm glad they still produce some stuff for AMD. But I'm very glad they moved onto TSMC.
schmidtbag
H83
tunejunky
H83 & Schmidtbag are correct.
silicon fabrication is expensive & difficult.
selling GF was a force multiplier for AMD as it's stock is over five times higher (than the date of sale), it's market share is more than doubled, and it's technology leadership is unquestioned (at least in uArch).
compare and contrast that to AMD being an afterthought
yes Intel is a huge swollen dick, yes they are being anti-competitive, but what else is new?
the funny thing about this is it is a double edged sword for both Intel and TSMC.
for Intel it means temporarily edging out AMD @ 2n. - but AMD is not as vulnerable to "process wars" as Intel since they've gone to chiplet based uArch. they can do for one model year what Intel has done for ten (re:uArch).
for TSMC it means dealing with the devil because this fat contract allows long term competitiveness - by underwriting new fabs in America. for Intel it's a stop-gap to allow their fabs to catch up - but once they do "it's on like Donkey Kong" and we'll see the real fab wars.
what i'm hoping for is Samsung to improve their density and yields to truly become a large scale player in contract fabbing instead of the third rate player they are now.