Intel will have problems producing 14nm processors for at least 3 years
Intel's good financial data seems to have only been a mirage from the latest information. After the announcement of the delay of its 7nm lithograph, things have only gone downhill and without brakes. Intel adds to all these problems even more problems with manufacturing in 14nm. As we said a few weeks ago, there are hardly any Intel Comet Lake-S processors due to lack of production.
On July 18 we wondered where the Comet Lake-S processors were, as there was no stock. We consulted Intel about this and we were told that demand had been higher than originally anticipated. The production problems that the company drags would be the real answer to the problem.
[irp posts=”79884″]Intel will have production problems for at least 3 years
TSMC has already indicated that they will not increase the production capacity of their plants by Intel. They consider that Intel's lawsuits are temporary and it does not pay them to make a large investment. This would cause Intel's 14nm to remain saturated and there would be no solution in the short or medium term.
According to reports, 14nm production would not return to normal until 2023. During this period the company will continue to have significant production problems and difficulties in competing on price with AMD. Lowering prices for Intel would mean selling more, compounding problems and leading to price increases and starting over.
The year 2023 may seem like a weird date, as in 2022 we should see Alder Lake-S @ 10nm processors. The explanation is that their iGPUs and chipsets would continue to be manufactured in 14nm lithography. In addition to other products such as processors for the Internet of Things.
Intel may end up looking for more partners, like GlobalFoundries and Samsung. Both have their own foundries and could make single chips, iGPUs and chipsets, among others. Come on, the next few years will be very hard for Intel.
[amazon box="B07HHN6KBZ"]Source: MD
