🚨 Intel Taps TSMC’s 2nm Node—A New Chapter in Coopetition
TSMC’s next-gen 2nm process just added another heavyweight to its client list: Intel. Despite Intel’s own 18A roadmap, it’s reportedly testing next-gen chips at TSMC’s Hsinchu fab, targeting mass production in 2H25.
🔍 Key Takeaways:
Intel + TSMC = Strategic necessity – Even with in-house fabs, Intel’s partnership highlights how outsourcing advanced nodes is essential to stay competitive.
TSMC’s 2nm node is shaping up as the go-to platform for top players—Apple, AMD, and now Intel.
This signals increased demand for ultra-advanced packaging and sourcing agility across the supply chain.
📦 At YeanRise, we’re seeing this trend firsthand: as chips get smaller, sourcing becomes more complex. That’s why our Buffer Stock Programs are helping OEMs de-risk critical supply—especially for high-value or long-lead components affected by leading-edge shifts.