lucadelladora – Apple and Nvidia may soon use Intel’s 14A node to meet some chip production needs. This comes amid challenges with Samsung’s foundry and rising wafer prices. Samsung Foundry’s latest node, SF2, still struggles with yield stability. As a result, TSMC remains the main supplier for high-end chips across the industry. However, increasing costs and supply risks are driving companies to explore alternatives.
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Intel positions its 14A node, part of its next-generation semiconductor technology, as a potential second source. Reports say Nvidia plans to use Intel’s 14A for some “low-end” GPUs, while Apple could adopt the node for its M series laptop processors in the future. Intel expects to start risk production of 14A in 2027 and aims for mass production in 2028, assuming no delays occur.
Apple currently relies heavily on TSMC for chip supply. TSMC produces Apple’s A19 and M5 chips using its N3P node. Moving forward, Apple plans to shift the A20 and M6 chips to TSMC’s N2 node in 2026 and keep the A21 and M7 chips on N2 for a year. Apple may move the M8 chip to Intel’s 14A node, while it will likely keep the A22 chip with TSMC.
Nvidia will continue using TSMC for its high-end products. Nvidia designs its Rubin architecture, which powers AI chips and RTX 60 series GPUs, for TSMC’s 3 nm process, expected around 2027. For its follow-up architecture, Feynman, scheduled in 2028, Nvidia may partly shift to Intel’s 14A node but only for certain low-end GPUs. Nvidia does not plan to fully leave TSMC.
Semiconductor Market Dynamics Push Intel Into Spotlight
The semiconductor foundry landscape is tightening, with fewer companies offering advanced nodes at scale. Samsung is reconsidering its 1.4 nm roadmap to focus on stabilizing SF2 yields. This reduces competition for TSMC and Intel in the near future. While TSMC leads the market, Intel’s 14A node offers a competitive alternative for companies looking to diversify their suppliers.
Intel’s 14A uses advanced technology aiming for improved performance and power efficiency. It targets a market niche where chipmakers want cutting-edge processes without relying solely on TSMC. Intel has also filed patents and invested heavily in this node, signaling strong commitment.
The 1.4 nm process race narrows down mainly to TSMC and Intel. Japanese firm Rapidus might enter the scene with a 2 nm alternative, but it remains early to tell how competitive it will be. Meanwhile, Apple and Nvidia’s interest in Intel’s 14A reflects the need for supply chain resilience.
Diversifying chip manufacturing reduces risks from geopolitical tensions and supply disruptions. Both Apple and Nvidia must secure reliable production sources to maintain their product roadmaps. Intel’s 14A node could help address these concerns while pushing innovation.
In conclusion, Apple and Nvidia’s consideration of Intel’s 14A node marks a significant shift in semiconductor sourcing. It highlights the growing importance of supply diversification and cost control. Intel’s upcoming node may become a critical player in the industry by 2028, shaping future chip designs and partnerships.
