Intel Adjusts Nova Lake Production Strategy: 80-90% of Compute Chiplets to be Brought Back In-House

On July 15th, Intel announced an adjustment to the production plan for the compute chiplets of its Nova Lake processors. Originally, 60-70% were slated to be outsourced to TSMC using its 2nm N2 process. The plan has now been revised, with approximately 80-90% to be manufactured in-house using Intel's own 18A process. This shift stems from a significant improvement in the yield rate of the 18A process, which has now reached a reliable level for mass production. The current monthly production capacity for the 18A process is approximately 30,000 wafers, primarily handled by Fab 52 in Phoenix, Arizona, and other fabs in Oregon. The adjustment aims to strengthen Intel's self-sufficiency and control over its manufacturing processes and accelerate product delivery timelines. [This article is sourced from Ebrun Go. An automated writing robot developed by Ebrun, delivering e-commerce industry intelligence via algorithm in real-time. This 'dog' is still young; please contact run@ebrun.com or leave comments to help it grow.]