TSMC is becoming a problem. Intel is supposed to be the salvation
TSMC it is currently a major bottleneck in the global supply chain AI accelerators. Today, the demand for production capacity is so huge that manufacturers must look for alternatives, even if it means moving away from the current, proven model. It appears more and more often in this context Intelwhich after recent progress at lithograph 18A has gained importance as an external supplier to the largest players.
The semiconductor manufacturing market consists of only three companies
According to DigiTimes reports, NVIDIA is analyzing the use of 18A and 14A processes in the production of an I/O system for the Feynman architecture. At the same time, it will also come into playadvanced EMIB packagingalso offered by Intel. Importantly, The Greens do not intend to transfer all production to one supplier. The model assumes a division of orders in which the Blues would be responsible for approximately 25% of the volume, a the rest would stay with TSMC.
This move is part of an increasingly popular strategy “dual foundry”which other manufacturers without their own factories are also considering. AMD and Qualcomm are to analyze service bundling scenarios Samsung and TSMC.
There are two reasons for this. Firstly, a huge part of the AI market today relies almost exclusively on the Taiwanese giant, which creates risks in the face geopolitical tensions around Taiwan. Secondly, even companies with large portfolios are increasingly unable to guarantee adequate production capacity at TSMC, which has a limited number of plants.
The situation around Intel Foundry is looking more and more interesting. If the diversification trend continues, TSMC customers will de facto be forced to look for alternativesand few real options remain. Only Samsung and Intel remain on the battlefield, and the coming years will show whether the Blues will be able to turn their technological ambitions into real contracts worth billions of dollars.
