Intel makes 2 nm orders for Nova Lake on TSMC [RUMOR]

Intel will not contain itself when it comes to the process node that will use in future CPUs and, under the new leadership, prioritized to ensure the delivery of the best to consumers. According to information from Economic Daily, the company has outsourced Nova Lake’s computer block for TSMC and will use the 2 nm of the foundry process.

Everything suggests that Intel will invest heavily with the giant Taiwanese, which raises doubts about the fate of Intel’s process 18a, which would be better than TSMC N2.

Intel CEO Michelle Johnston Holthaus has clarified that the company will not hesitate to leave Intel Foundry if it needs to meet consumer expectations. The issue that was not clear is whether the output would be under low performance or low delivery capacity at the moment.

Another option to consider is that the use of the 2 nm process is part of the Joint Ventura that Intel and TSMC are forming. And in this case, Intel Foundry herself could benefit in some way. It is still possible that negotiation is an deployment of the rumor that Intel would sell 20% of the chip business to TSMC.

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Acquisition of TSMC semiconductors

The possibility of acquiring TSMC’s tip semiconductors has always existed. What makes this development a little confusing is the way Intel would use Intel Foundry (IFS) for its product line, since The company would certainly not depend on the Taiwanese giant for its main products.

I.e, The company will probably adopt a double source approachwith Intel making part of the semiconductors and ordering another next to TSMC.

With regard to Intel Foundry, you still need to see how the company will do with 18th, with the Socs Panther Lake and Clearwater Forest Xeon. Intel is known to not plan to abandon its internal processes. However, the perspective will probably be decided on the performance of PTL-S and other products.

TSMC 2 Nm Process

The TSMC 2 Nm process has received a lot of attention from industry giants, as Apple, AMD and now Intel are in the race to buy the knot. AMD recently announced that it was the first client of the 2 NM, integrating the semiconductor to its 6th generation EPYC processors.

Apple, in turn, plans to adopt the process for its A20 chip for the iPhone 18 series.

In the case of Intel, the company should use it for Nova Lake and therefore it is safe to say that TSMC technology is getting a lot of attention. However, it is also important to note that the integration of 2 Nm will eventually be more expensive compared to the processes of the previous generation.

The situation is even more complicated considering the uncertainty in the supply chain generated by the economic war that Trump is crashing with the tariffs.

Source: Economic Daily, with WCCFTech translation.