Jing Ji Ri Bao·2025-07-14 23:22Core Insights - TSMC has secured a significant client for its 2nm process, with Intel reportedly entrusting the Nova Lake-S desktop processor to TSMC for manufacturing, expected to enter mass production in Q3 2026 [1][2] - The collaboration between Intel and TSMC continues to evolve, with Nova Lake-S being the first processor from Intel to utilize TSMC's 2nm technology, following previous partnerships for 3nm processes [2] TSMC Developments - TSMC is set to hold an earnings call on July 17, 2023, amidst a quiet period prior to the event [1] - TSMC's stock price fell by 5 New Taiwan Dollars to 1,095 New Taiwan Dollars on July 14, 2023, with a subsequent ADR decline of approximately 0.8% [1] Intel Developments - The Nova Lake-S processor is anticipated to feature multiple versions for both desktop and laptop applications, with the high-end variant expected to include 52 cores, comprising 16 performance cores (P-core) and 32 efficiency cores (E-core) [2] - Nova Lake-S will integrate advanced storage controllers capable of supporting speeds up to 8,800 MT/s, with GPU functionalities provided by the Xe3 Celestial architecture and media decoding managed by the Xe4 Druid architecture [2] Market Implications - The addition of Intel as a client for TSMC's 2nm process is expected to enhance TSMC's order volume, following interest from other major companies like Apple, NVIDIA, AMD, Qualcomm, and MediaTek [1] - The flexibility in production offered by TSMC's 2nm process may mitigate potential delays or shortages in chip supply that could arise from Intel's own manufacturing constraints [1]