Tsmc could have five years of advantage to intel

Intel has lived many years of glory in the market for PC processors, but lately its existence is getting quite complicated. Intel's 10nm manufacturing process seems more distant with each passing day, and now a prestigious analyst points out that the blue giant is delayed by five years compared to TSMC.

Intel is five years behind TSMC in chip manufacturing

Raymond James analyst Chris Caso claimed that developing Intel's 10nm process could delay the company at least 5 years behind TSMC. In its most recent financial results call, Intel revised its 10nm outlook to reflect that the first 10nm processors could only hit the market in late 2019. 10nm delays create a window for competitors, and it is This window may never close again.

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At that time, Intel has overlooked several competitive milestones behind TSMC, which is in the final stages of quantitative rollout of its 7nm process. Case predicts that by the time it reaches below 10nm, TSMC and Samsung may be preparing their 5nm or 3nm process deployments. A report from Rosenblatt Securities that came out in late August was even bleaker about the situation at the Intel foundry. He predicted that delays at the foundry could delay the company 5, 6, or even 7 years behind its rivals.

Intel is already beginning to order part of its 14nm manufacturing from TSMC. Meanwhile, AMD is reportedly planning to fully rely on TSMC to manufacture its future generations of 7nm Zen processors. TSMC will already be rubbing their hands with all this situation, it seems that they will earn a lot of money in the coming years.

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