With the next two generations of Intel's processors - Nova Lake and Razor Lake - maintaining or even enhancing their fabrication footprint at TSMC, at least as per recent leaks, AMD's ability to secure marginal capacity within TSMC's increasingly constrained fabs now stands at a disadvantage.
We already know that Intel is preparing to start mass producing its Nova Lake chips around January 2027. While these new family of chips were initially believed to rely entirely on Intel's own 18A process, recent
