Intel's Raptor Lake to Incorporate TSMC's 2nm Process

Intel's next-generation PC processor is expected to be linked with TSMC's 2nm process, N2X. Intel's Nova Lake desktop processor may prioritize the introduction of bLLC cache technology, while the laptop version, Raptor Lake-HX, is expected to be released later. bLLC is a technology aimed at reducing memory access latency for CPUs and is compared to AMD's 3D V-Cache. Nova Lake is scheduled for release early next year, and various process combinations, including Intel 18A and TSMC N2P, may be utilized. Raptor Lake may also incorporate TSMC's N2X process, although there has been no official announcement. N2X is a high-performance process targeting high-frequency CPUs and AI applications, transitioning from FinFET to nanosheet structures. Intel's choice of process is closely related to performance, power efficiency, and production capacity, with demand for AI and high-performance computing driving process competition. The supply chain has also noted increased revenues for semiconductor-related companies, with expanded production capacity related to CMP polishing pads. The current information is based on supply chain observations, and the actual product configuration and mass production timeline will await Intel's official announcement.

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