01-22-2021, 08:28 AM
https://www.tomshardware.com/news/intel-...-outsource
Quote:Incoming Intel CEO Pat Gelsinger spoke on the call, saying that he has personally reviewed progress on the company's 7nm process over the last week and that he is pleased with the "health and recovery of the 7nm program." Gelsinger also said that, given the breadth of the company's portfolio, Intel will expand its use of external foundries for some products. However, he is confident that the majority of Intel's 2023 CPU products will come from the company's own factories. The company plans to share more details after Gelsinger takes the helm in February.
Notably, the 2023 timeline is still delayed relative to Intel's original timeline for its 7nm process, but is in line with the six-month delay the company outlined when it announced that its 7nm process was broken. Gelsinger noted that while his cursory 7nm investigation took place over the last week, it's based on data collected over the last six months as Intel investigated the yield issues.
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Intel chips based on the 7nm process will debut in 2023, with client processors coming in the first half and server products following. That timeline still leaves Intel's competitors, like TSMC and Samsung, with a process node advantage in the 2023 time frame. TSMC projects it will be in full production of its 3nm node in 2023, explaining Intel's continued need to outsource some products. Intel plans to leverage its packaging technology and disaggregated design philosophy to integrate externally-produced chips into its own products.
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The company is also delaying its full-year outlook until its next earnings call. Intel's press release also indicates that the company has quadrupled its '10nm supply unit growth', which has long been plagued by low yields, but didn't provide a frame of reference as to how much actual 10nm volume is in production.