Intel's problems with its lithographs and manufacturing processes are quite notable. No less important are the problems of Samsung, who has difficulty manufacturing GPUs for NVIDIA. It seems that Intel and Samsung could join forces for the future and in 2023 jointly develop 5nm lithography. This alliance is a big problem for TSMC, which leads the market exclusively.
SK Hynix has recently bought out Intel's memory division, except for the Intel Optane memory division. In addition, Intel will outsource the production of its own graphics, transferring production to TSMC, curiously. Due to all these problems Intel could reach an agreement with Samsung to make pineapple and compete together against TSMC.
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Intel and Samsung could team up to make processors
We must bear in mind that there is an important dance of interests here. AMD only relies on TSMC to produce its processors and graphics and seems uninterested in Intel stealing wafers from them. NVIDIA would have gone with Samsung precisely because AMD would have taken over TSMC's production line under the 7nm lithography. Intel would join Samsung in the development of 5nm, although Samsung and AMD have agreements regarding the RDNA2 architecture.
Raja Koduri will be the one to present the Advanced Manufacturing Forum organized by Samsung and which will curiously take place on Wednesday. Wednesday is precisely when AMD will present its RDNA6000-based Radeon RX 2 graphics cards. Note that in 2019, Raja Koduri made several visits to the Samsung factory, for reasons unknown at the time.
Koduri has indicated that Intel has not outsourced to anyone nor does they have a preference on this point. But the CEO of Intel would see positive an alliance with Samsung, outsourcing the manufacture of chips. All in search of making up for lost time, and reducing costs and delays in chip production.
The choice of Intel is due to the fact that Samsung offers prices much lower than those of TSMC. But this alliance would not be closed until 2023, according to rumors. AMD plans to launch processors under the 2021nm node for its Zen5 architecture in 4. Intel for its part has not yet finished making the jump to 10nm. Come on, things couldn't be more complex.
[irp]Source: MD
