The semiconductor shortage combined with the pandemic has been an absolute test for many companies, and it’s no surprise that chipmakers have been heavily disrupted. Chip makers like TSMC have been under the bomb trying to deal with demands and disastersand Intel took this opportunity to strategically position itself for the future.
An analysis of semiwiki (by The hardware times) talks about the strong lead TSMC has had in terms of logic technology and how Intel is likely to surpass that in the next few years. Especially with this new state-of-the-art semiconductor factory.
In mid-2010, manufacturing companies Samsung and TSMC used four nodes, resulting in a much higher density than Intel’s two-node solution. TSMCs were specifically robust, and this positioned the company to have a fair lead in logical technology for many years.
In more recent years, foundries have been slowed down by production problems as Intel advanced its CPU roadmap. This makes the company focus on a more modular design for its new chips, including the 14th generation line, with the ultimate goal of taking the top spot in logic from TSMC in the coming years.
Intel plans to deliver five nodes in four years thanks to new technologies like Extreme Ultraviolet Lithography (EUV) and Horizontal Nanowires (HNS) to make these designs modular.
By 2024, Intel’s 20A 2nm chips are expected to be released, which will feature the company’s proprietary HNS called RibbonFET. It will also have a rear-slide power supply form called PowerVia to help more easily power the chip. Next will be the launch of the 18A, after which we will see further improvements to EUV technology to make even smaller prints. All of this should help deliver better performance per watt, which is also one of Intel’s main goals with these new chips.
With foundries struggling and Intel’s current roadmap, it seems likely that the company will be releasing the best chips on the market in just a few years. We are yet to see what TSMC has planned for its own projects for the future, but for now Intel looks very strong. Let’s just see how well the company delivers on its roadmap before we get our hopes up too much.