… Based on what Intel's CFO has said, 14A has achieved performance and yield rates similar to those of 18A, nearly a year ahead of the "official" timeline for risk production, which could be massive news for Intel's chipmaking efforts. …
… Analyst Clarifies Key Misconceptions About TSMC's CoPoS Technology The analyst claims that CoPoS will enter mass production in the second half of 2028, which is earlier than initially reported. …
… And then, to be candid with you, 2028, we will have risk production. 2029 will be volume production. …
… He also acknowledged that 14A isn't complete yet, which is him referring to the fact that 14A isn't viable for mass production at the moment, but by the time TeraFab scales up, the process technology will be in a much more mature state, and that's when TeraFab will be primed to use Intel's bleeding… …
… It won't be wrong to say that without TSMC, neither NVIDIA nor AMD would have reached their current milestones in AI and compute. …
… So -- in terms of 14A, realistically in terms of, I call it, the risk production in the later part of 2027 and real production, volume production in 2028. …