Intel DG2 GPU will be fabbed on latest TSMC 7nm fabrication process

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Stairmand:

You seem to be directly contradicting TSMC that have stated that not only are they at full capacity but they are investing in new Fabs and turning away potential orders.
per what source? TSMC has an earnings call either Friday or Monday they've already reported record income and stated 5nm production (iPhone) orders are proceeding on a timely basis with no effect on their other production lines. as this was true on 7nm two years ago i see no reason to doubt them now. and at that time you had Apple, AMD, Qualcomm, and custom silicon produced at the same time with no lack of Ryzen 3000's or Android handsets.
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ZXRaziel:

Same as AMD's gpu division , they will be too late for the party with underwhelming product . Company like Intel with almost unlimited resources cannot make a decent GPU after all this time ? , useless . At least this time AMD did release decent product but still imagine if they had released this 1 year ago as it was expected , nVidia was still on the 2000 series .... oh well .
Between AMD and nVidia, important is momentum. nVidia does a lot of changes in their architectures and so does AMD. Thanks to DXR paradigm shift, nVidia had headstart. But AMD is catching up quite nicely. And what remains to be seen if they can keep momentum and get ahead of nVidia. But at the end of the day, AMD/nVidia releasing competitive product matters little if we can't go and buy it for reasonable price due to shortage or whatever reason is behind.
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Fox2232:

It will take only one thing. Production capacity AMD/nVidia needs.
schmidtbag:

Yes, I think this is the important detail. What Intel needs to do is buy themselves more time. The longer they can keep customers from switching, the sooner they can start producing a competitive chip. An easy way to do that is to soak up the the production line of their competitors. That's probably why Nvidia went to Samsung, because they knew AMD was hogging too many of TSMC's resources and would hurt their yields. Well... Nvidia wasn't wrong. If we think availability for either company's products are bad today, I would expect the availability to have halved if Nvidia went to TSMC.
I´ve also thought of this. Intel can afford to buy a nice chunk of TSMC capacity just to prevent their rivals from making their own products... Sneaky/dirty move from Intel...
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Give us the ability to have SR IO and I will buy one. Allow us to play with that tech on consumer cards. Since AMD and Nvidia are locking their cards yet their cards can do it. 🙁
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Saw this yesterday on Reuters and the cynical gamer I'm becoming made me think that Intel wants to get into the mining game.
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H83:

I´ve also thought of this. Intel can afford to buy a nice chunk of TSMC capacity just to prevent their rivals from making their own products... Sneaky/dirty move from Intel...
and after TSMC's earnings call we find that they are not sitting on their hands. a 62% increase in CapEx means they are spending 28 Billion (U.S.) on Fab expansion for 5nm with 3nm already in ES and pilot line in construction. reading inbetween the lines it means the 5nm p (or +) improved process will be exclusively for Apple and AMD "select" clients. so expect Apple's M2. note: i have the M1 in the MacBook air IT IS AMAZE-BALLS AMD will continue it's node advantage well into 3nm. depending on new CEO of Intel, the percentage of CPU'S to be outsourced may be considerable.
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tunejunky:

and after TSMC's earnings call we find that they are not sitting on their hands. a 62% increase in CapEx means they are spending 28 Billion (U.S.) on Fab expansion for 5nm with 3nm already in ES and pilot line in construction. reading inbetween the lines it means the 5nm p (or +) improved process will be exclusively for Apple and AMD "select" clients. so expect Apple's M2. note: i have the M1 in the MacBook air IT IS AMAZE-BALLS TSMC will continue it's node advantage well into 3nm. depending on new CEO of Intel, the percentage of CPU'S to be outsourced may be considerable.
Fixed. You can't have something that's not your to own. AMD does not have "node advantage". While the company is planning to kick off mass production of Core i3 CPUs at TSMC’s 5nm node in 2H21, Intel’s mid-range and high-end CPUs are projected to enter mass production using TSMC’s 3nm node in 2H22. https://www.guru3d.com/news_story/tsmc_to_kick_off_mass_production_of_intel_cpus_in_2h21.html
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Let me throw a curveball here, it says produced on TSMCs process not produced by, is there clever licensing going on perhaps?