Answered from What will computer chips look like in 2045? · Dwarkesh Podcast · 2026-10-22
Chris Auth, who leads Intel's process development, says the two companies reach different conclusions about the same machine because of chip architecture. Intel's backside power moves power wiring beneath the transistors, which relaxes the wiring pitch on the front so it can be printed in one High-NA pass. Without backside power, TSMC needs tighter pitches that still require double patterning, so High-NA gives it little benefit.
Source: our own transcription of the episode. The full conversation is on Dwarkesh Podcast (2026-10-22). Read the whole episode summary →