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Comment by FuriouslyAdrift | Hacker News Reader

They just farmed out the compute section of Nova Lake to TSMC which is a sad statement (probably a good business decision, though).

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This isn't very surprising. Intel has already been making their GPUs at TSMC for quite a while now (I believe using N4). Porting and validating that GPU to Intel fabs would be expensive and take a lot of time.

There is talk about the next version of Arc using 18a. If it does, I'd expect Intel to move that generation's compute tiles to 18a as well.

I guess that explains why the current intel GPUs are actually good value and somewhat not terrible.

Has it been confirmed that the compute section is exclusively TSMC? My limited searching turned up nothing definitive and wasn't clear about if there would be a mix of 18A and TSMC N2 in all processors or if this was a contingency plan for increased volume or if this was a fallback in case 18A falls through.

They just farmed out the compute section of Nova Lake to TSMC which is a sad statement

Apple farms out its displays to Samsung, a competitor. It's just how business is done.

Apple does not nor have they ever made displays. Intel on the other most definitely makes CPUs. That's the difference.

Apple just recently moved back into the hardware space after farming everything out since the iMac gen2 days. Hell, I remember the Mac clones. I miss Power Computing.

I'm not even sure you could say Samsung is a competitor to Apple anymore in the phone space, at least in the US - I doubt there's much switching going on where people are frequently enough making a decision to change ecosystems, at least for existing customers.

Samsung's competition is Huawei, Xiaomi, Oppo, etc.

Didn't they commit to that quite some time ago?

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