Intel has accumulated a wealth of experience in wafer manufacturing for decades, and no one can match its qualifications. As early as 2014, Intel began manufacturing 14nm process products, at that time TSMC is still groping 28nm. However, as more and more products start to use the 14nm process, resulting in their own 14nm production capacity is becoming more and more tight! While expanding its 14nm capacity, Intel is also looking for suitable foundry stoymers to mitigate the 14nm capacity crisis.
The company currently in Intel’s sights is Global Foundries, AMD’s former girlfriend.
Amd’s new ryulong 3000 series processors are known to use a 7nm process. GlobalFoundries has already interrupted the development of the 7nm process for financial reasons, forcing AMD to switch to TSMC. After losing AMD, the largest customer, Global Foundries’ revenue fell sharply, while a large number of 12/14nm production lines were idle.
Amd sits out, but for Intel, the 12/14nm that GlobalFoundries is idle is still a good thing. Intel’s plan is to first hand over some of the board chipsets using the 14nm process to GlobalFoundries, and then, at the right time, to the low-end processors of Celeron and Pentium to GlobalFoundries.
As for Intel’s 14nm capacity, which was removed, it was used, of course, to produce the 10th generation Comet Lake Core processor.