John Pitzer, deputy head of companies planning and investor relations in Intel, admitted that a year ago, Intel said her plan was to completely drop TSMC and not to rely on Taiwan -based muse. But Pitzer says it is better for Intel to have some of its chips with TSMC and described it as a "great resource." Meanwhile, CEO said that continuing to do business with TSMC "creates health competition between them and Intel.

Intel was originally using the 20A node to produce "Arrow Lake" and "Lunar Lake" processors for desktop computers and laptops. Instead, INTEL planted the work to TSMC to manufacture silicone using its 3nm node. Intel then uses the advanced FOPEROS 3D packaging technology in US -based packaging operations. Using TSMC like this does not come cheaply and cost Intel as its total margins shrink as soon as the cost of using TSMC is operated in the total costs of building these processors.

For "Panther Lake" processors designed for laptops, you will deal with the entire manufacturing process from soup to nuts using the 18A node. Since INTEL makes the "Panther Lake" processor alone, the company will report higher total margins with this product. Currently, Intel screams about 30 % of its products, but this number is expected to decrease sharply in the future.

Intel's Pitzer said that the company is not sure of the percentage of its products that must be used external sources. "Is it 20 %? Is it 15 %? We work through it. But we will use, I think, the external suppliers for a longer period under this new strategy," he said. One thing is certain. Intel will not external sources to produce its most advanced products because these are higher margins. This will include Xeon processors that are used in operating devices such as high -performance servers.

Intel also prefers to maintain the large size of the CPU chain for its customers who use their components for their computers.