Intel has formally denied that it will outsource any of its manufacturing capability to rival fab, TSMC, stating that it will proceed to “spend money on Intel’s 14nm manufacturing capability.” And, for reference, the emphasis is Intel’s and never ours.
Yesterday DigiTimes reported that sources had claimed that, due to Intel’s struggles in manufacturing provide of its in-demand 14nm silicon, it might be outsourcing some manufacturing to TSMC because of this. The suggestion was that server-grade Xeon components would stay below Intel’s personal manufacturing, however that price range chips, just like the H310 chipset which was put on hiatus because of the 14nm shortage, would transfer over to TSMC.
But we’ve got simply acquired an official assertion from Intel itself, which says: “In response to the stronger than anticipated demand surroundings, we’re persevering with to spend money on Intel’s 14nm manufacturing capability.”
That appears to make it fairly clear that it’s not going to be searching for assist exterior of the corporate and will likely be working its personal services exhausting to make up the shortfall in its silicon stockpile.
Normally it might be an indication of success that an organization had such excessive demand for a product that it was struggling to make sufficient to manage, however sadly for Intel it’s only a signal that its technological progress isn’t transferring ahead as easily because it hoped.
The downside is that it’s not regular for such manufacturing pressure to be placed on a single manufacturing node. The conventional transfer is for a CPU technology to be manufactured on a sophisticated lithography whereas the accompanying motherboard chipset, and related silicon, could be manufactured on the earlier node.
That’s the way in which it went for 14nm chips initially, with 22nm silicon getting used within the chipsets… all the way in which up till the Z370 boards which arrived with Coffee Lake. Then, this 12 months, the transition was made onto 14nm for the motherboards when the H370 and B360 had been born.
With new Intel i9 CPUs and 14nm Z390 motherboards anticipated to launch in a matter of weeks, there may be much more pressure being placed on the manufacturing course of than is common.
The CPU node must have moved on to 10nm by now, leaving the chipsets on 14nm, however Intel has been beset by delays and problems with 10nm wafer yields, and so just about every part is now based mostly on a single node, placing lots of stress on the services making an attempt to fabricate sufficient silicon to manage. And, in the mean time, they’re not.
But, in accordance with Intel’s assertion, it’s enterprise as normal on the foundry entrance and it will proceed to maintain all of its manufacturing in-house.
Honestly, that’s truly actually excellent news, each for Intel and shoppers. If it had began outsourcing CPU manufacturing that may have created some type of silicon lottery the place TSMC-made chips carried out in another way to Intel-made ones, which might have been a logistical nightmare for all involved.