半导体芯闻·2025-07-15 10:04Core Viewpoint - TSMC has secured a significant client for its 2nm process, with Intel reportedly commissioning the Nova Lake-S desktop processor for production, expected to launch in Q3 2026, enhancing TSMC's order volume for advanced processes [1][2]. Group 1: TSMC and Intel Collaboration - Intel's Nova Lake-S processor is set to utilize TSMC's 2nm process, marking the first time Intel will adopt this technology for its processors [2]. - The collaboration between Intel and TSMC is characterized as both competitive and cooperative, with Intel previously outsourcing other processor lines to TSMC [2][3]. - The Nova Lake-S processor will include at least one wafer block manufactured using TSMC's 2nm process, providing flexibility and mitigating potential delays from Intel's own manufacturing limitations [2]. Group 2: Nova Lake Processor Specifications - The Nova Lake series will feature multiple versions for desktop and laptop applications, with the Nova Lake-S expected to have up to 52 cores, including 16 performance cores and 32 efficiency cores [3]. - The processor will integrate an advanced memory controller supporting speeds of up to 8,800 MT/s, showcasing its high-performance capabilities [3]. - GPU functionalities will be handled by the Xe3 Celestial architecture, while media decoding and display tasks will be managed by the Xe4 Druid architecture, highlighting the diverse functionalities of the Nova Lake series [3].