Intel vs TSMC.

$Taiwan Semiconductor(TSM.US)$ $Intel(INTC.US)$ Assuming Intel’s 18A is an equivalent process to TSMC’s N2 – 1.8nm vs 2nm if the numbers mean anything – then Intel might be on track for upsetting TSMC’s reign as process technology leader.

At TSMC’s recent results call, CEO C.C. Wei said: “Our progress so far today for the N2 is on track. And all I want to say is, yes, at the end of 2024, you will enter the risk production. 2025, it will be in production, probably close to the second half or the — or the end of 2025. ''

Intel recently announced that 18A is six months ahead of schedule with its introduction planned for H2 2024.

If this is how things work out, then Pat Gelsinger’s pledge that Intel would regain process technology leadership in 2025 will be fulfilled.