In recent years, TSMC's largest customer has always been Apple, Apple's huge order for mobile processors has supported TSMC's advanced technology investment and research and development, but from this year's mass production of 3nm process, Intel may also become one of TSMC's largest customers.
Intel CEO Henry Kissinger flew to Taipei in December to meet customers and said that cooperation with TSMC was one of the key points, but the two sides did not disclose the details of the talks.
Anecdotal rumors, Intel will not only become one of the first batch of TSMC 3nm customers, and Apple equally divide the first batch of 3nm production capacity, but also TSMC agreed to Intel's request to build a separate 3nm factory for Intel, and equipped with a separate team to serve Intel's foundry needs, so that Intel can be isolated from the 3nm production of Apple and other companies.
In addition, the cooperation between the two sides is not short-term, and the 2nm GAA process will continue to be achieved after 3nm, at least until 2025.
The cooperation plan between the two sides has not yet been officially announced, but at yesterday's corporate meeting, TSMC co-CEO Wei Zhejia talked about the principle of cooperation with Intel, he said that with (Intel) IDM Semiconductor Company to cooperate in an open and fair manner, IDM factory is also one of TSMC customers, TSMC has made relevant considerations in capital expenditure, TSMC will not rely too much on a single customer and a single product.
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