Track shipments

TSMC says expansion of 3nm chip production is on track

TSMC commented on some recent reports from TrendForce analysts. It says the Taiwanese manufacturer needs to reconsider its plans to expand its capacity to manufacture products using 3nm process technology. This is believed to be due to Intel’s plans to postpone the release of Meteor Lake chips.

“Intel will contract TSMC to produce graphics for Meteor Lake processors, in which the GPU will receive a new design. Initially, the production start was planned for the second half of 2022, then Intel pushed the deadline to the first half of 2023 due to product and process verification issues, and recently the start of mass production for an unknown reason has been completely postponed to the end of 2023,” reports TrendForce.

TSMC expands 3nm process production

Thus, the TrendForce report claimed that Intel has decided to postpone the mass production of Meteor Lake processors from the end of 2022 to the end of 2023. They will be composed of several crystals, and the GPU crystals will use TSMC’s 3nm processing technology.

“TSMC does not comment on matters related to the business of our individual customers. Our expansion project is progressing as planned,” a TSMC spokesperson told Economic Daily.

Meanwhile, Intel announced earlier in its financial report that 14th Gen Intel Core processors. It is codenamed Meteor Lake and will be available next year. “In 2023, we will begin shipping our first disaggregated processors, Meteor Lake, using the Intel Process 4 process. They perform well in our labs and in our customers’ labs.” That was CEO Pat Gelsinger’s speech in a financial report for the second quarter of this year.

It turns out that releasing Meteor Lake in 2022 is really out of the question. So TrendForce’s data on postponing its release to 2023 really has a basis. But that won’t affect TSMC’s plans in any way.