TLDR Tech / Hardware
Nvidia and Google Are Crowding TSMC's N3 Node, Creating a Rare Opening for Intel
Nvidia's next-gen Rubin GPUs are moving from 4nm to TSMC's 3nm node just as Google's TPUs, which are already on N3, plan to stay there, while new AI CPUs from Nvidia, Amazon, Microsoft, and Arm are converging on the same process simultaneously. TSMC has already hit its planned N3 capacity and is still adding more, warning the node could stay "very tight" for years, with three of its four Arizona fabs reportedly already fully booked despite only one being operational, driving reported price hikes of up to 25% for some customers. That squeeze creates a real opening for Intel, whose Fab 52 in Arizona just entered full production at 40,000 18A wafer starts per month, more capacity than TSMC's original Fab 21 campus.
Read the full story