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I don’t think they will get the heat out and will end up having premature failures with GAA.
Doesn’t matter as long as the stocks go up 20% in anticipation.
Intel’s upcoming 18A node will introduce GAA with Panther Lake laptop CPUs and Clearwater Forest server processors later this year. TSMC plans to adopt GAA for its 2nm N2 process, which is nearing production and is expected to debut in the iPhone 18 Pro’s A20 SoC in late 2026.
Intel seemingly has a a significant lead on introducing GAA relative to TSMC. But it remains to be seen if they can deliver Huang’s anticipated 20% performance uplift.
