Intel Reportedly Sticking with TSMC as Part of New Long-Term Partnership Strategy Amid Underwhelming Yields
Intel is seemingly shifting its strategy of no longer outsourcing wafers to third parties to instead embracing a longer partnership with TSMC. This could be due to the unfavourable yields from Intel’s own 18A process, which has not presented favourable yields, and may have pushed back the production of its next-gen Panther Lake mobile processors. Intel will be working with TSMC as a long-term partner for wafers, according to an earnings call.
- The shift in strategy suggests that Intel is acknowledging the limitations of its own manufacturing capabilities and seeking to leverage TSMC's expertise to improve yields and competitiveness.
- How will this partnership impact Intel's ability to balance innovation and cost-effectiveness in its mobile processor development, particularly given the company's ambitious plans for 2025?