The recent news that Intel will turn to TSMC to mass produce CPU products signals a new era in the processor IDM/foundry arena. The production is slated to start in the second half of 2021 and will cover some of Intel’s low- and mid- tier CPU products. Yole Développement’s report “Computing for Datacenter Servers 2021” and “Processor Quarterly Market Monitor” cover the market space where these events are occurring. Meanwhile, speculation over Intel’s motivation is rampant, as are theories of what this means for the firm’s long-term strategy.
For more information, do take a look at Intel turns to TSMC: another step towards fabless?