Intel's 14nm capacity gap is 50%? Or part of the orders will be outsourced to TSMC
A few days ago, Acer and Compal have come forward to say that Intel is short of 14nm products, putting its market strategy and supply chain management to the test. HPE's Xeon platform blade servers have been affected, and even customers are offered alternatives to AMD EPYC 7000 series chips.
Intel doesn’t seem to be able to resolve the crisis internally. According to Digitimes, the industry said that Intel will outsource some orders to TSMC, such as the H310 chipset.
It’s reported that Intel's 14nm capacity gap is close to 50%. In this severe situation, the giants will consider giving priority to server processors and high-end chipsets. Meanwhile, "seeking for foreign aid" has become the fastest and most direct solution at present.
Since TSMC has worked for Intel to produce SoFIA mobile phone SoC, FPGA chip, iPhone baseband, etc., the cooperation between the two sides is ripe. However, the problem is that TSMC's 16nm seems to be inconsistent with Intel's 14nm in many technical parameters so that it’s hard for customers to determine whether they will buy it.
It is released that the tension of Intel's 14nm capacity is related to the extension of 10nm capacity to the second half of 2019. If this is the factor, its production management module can be a big problem.