TSMC doesn't believe that Intel Foundry will surpass them in the coming years since the company revealed that its 3nm process is on par with Intel's 18A node.
Now you might be wondering how is this possible, since most of us know that "process shrinking" comes with their respective performance gains, and in this case, Intel's 18A utilizes a smaller node compared to TSMC's 3nm. Well, we will talk about this later on, but for now, let's take a look at what TSMC's Chief Executive C.C. Wei had to say on the company Q3 2023 earnings call at Intel vs TSMC:
Actually, we do not underestimate any of our competitors or take them lightly. Having said that, our internal assessment shows that our N3P -- now, I'll repeat again, N3P technology, demonstrated comparable PPA to 18A, my competitors' technology, but with an earlier time to market, better technology maturity, and much better cost.
In fact, let me repeat again, our 2-nanometer technology without backside power is more advanced than both N3P and 18A, and while the semiconductor industry is most advanced technology when it is introduced in 2025.
-via The Motley Fool
The statement by the official suggests that the Taiwan giant in no way is bothered by the advancements being made by Intel Foundry. Moreover, TSMC holds complete confidence in its 3nm (N3P) process, despite the fact that it will utilize more traditional power delivery methods and transistor technologies. Now the big question is, how can TSMC make such a statement since Intel utilizes superior methods with its upcoming Intel 18A process? To sum it all up, I believe it comes down to the "maturity" of both foundries with their respective manufacturing processes.
Let's go through some of the advancements anticipated with
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