Intel has also made a bold claim that it will produce its next-generation chips by the end of 2024. This could put it back ahead of its Asian rivals, although there are still doubts about the performance of its products.
Meanwhile, Intel is promoting its next-generation Intel 18A (1.8nm-equivalent) process node at technology conferences and offering free test production to chip design companies. Intel has said it will begin production of Intel 18A by the end of 2024, which could make it the first chipmaker to move to the next-generation process.
But TSMC president Chieh-Chia Wei doesn't seem worried. He said in October that its latest 3nm, which is already on the market, rivals Intel 18A in terms of power, performance and density, according to the company's internal assessment.
Both Samsung and Intel are hoping to benefit from a potential customer that is less reliant on TSMC, whether for business reasons or out of concern over potential geopolitical threats. In July, AMD CEO Zifeng Su said the company would "consider other manufacturing capabilities" in addition to those offered by TSMC, as it seeks greater "flexibility".
Leslie Wu, CEO of consulting firm RHCC, said major customers requiring 2nm-level technology are looking to spread chip production across multiple foundries, and that "relying solely on TSMC is too risky."
But Mark Li, semiconductor analyst at Bernstein Asia, questioned, "It is debatable how significant the (geopolitical) factors are compared to factors such as efficiency and schedule. TSMC still has an advantage in terms of cost, efficiency and trust."
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