In a report revealed by TrendForce, we get our second affirmation that Intel’s tGPU for 14th Gen Meteor Lake CPUs which is anticipated to make the most of TSMC’s 3nm course of node, has been delayed for quantity manufacturing until late 2023.
Intel’s 3nm tGPU Mass Production Delay Hampers TSMC, 14th Gen Meteor Lake Postponed Until Late 2023?
Earlier it was rumored that Intel is likely to be pushing its 14th Gen Meteor Lake CPUs to late 2023 and it appears like we’re getting comparable studies from Trendforce’s sources near the Taiwanese chip maker, TSMC. It’s reported that Intel initially deliberate to have mass manufacturing of the tGPU (Tiled GPU) featured on the 14th Gen Meteor Lake CPUs starting within the second half of 2022. That was later delayed to the primary half of 2023 as a consequence of product design and course of verification points however now, we is likely to be taking a look at a good additional delay.
In keeping with TrendForce analysis, Intel plans to outsource the tGPU chipset in Meteor Lake to TSMC for manufacture. Mass manufacturing of this product was initially deliberate for 2H22 however was later postponed to 1H23 as a consequence of product design and course of verification points. Not too long ago, the product’s mass manufacturing schedule has been postponed once more to the top of 2023 for some cause, nigh fully cancelling 3nm manufacturing capability initially booked in 2023 with solely a marginal quantity of wafer enter remaining for engineering verification.
Nevertheless, the event standing of Intel’s personal Intel 4 course of and the accompanying outsourcing scenario are nonetheless vital potential development drivers for TSMC. If Intel 4 fails to mass-produce as scheduled, Intel might outsource its computing tiles to TSMC, strongly driving development in 2024. Nevertheless, if the Intel course of develops easily, there stays the potential of the corporate selecting to fabricate associated merchandise itself and canceling TSMC’s orders.
As per the most recent knowledge, TSMC might not begin mass manufacturing on Intel’s 3nm tGPU until the top of 2023. A report from final month by Digitimes had comparable issues to say. it was mentioned that Intel’s CEO, Pat Gelsinger, would himself go to TSMC to course-correct its outsourcing plan with the Taiwanese chipmaker. Since Intel was a serious 3nm buyer, a delay would doubtlessly damage and slowdown TSMC. Though there are different main distributors for 3nm comparable to Apple, AMD, and Qualcomm, their merchandise aren’t anticipated to start manufacturing till 2024.
It’s also highlighted that Intel’s personal “Intel 4” course of node might have some hassle and if it fails to provide any viable quantity for Meteor Lake CPUs, Chipzilla would possibly rethink outsourcing different IPs such because the Compte Tile to TSMC too. That would possibly assist TSMC to drive income additional up however based mostly on Intel’s latest claims, it appears like progress is being made on their in-house course of node and is exhibiting good outcomes however we’ll see as we enter 2023.
We’re constructing on Alder Lake management with Raptor Lake within the second half of this yr and Meteor Lake in 2023, exemplifying how our modern design choices can drive management efficiency even earlier than reestablishing best-in-class transistor know-how.
And in 2023, we are going to ship our first disaggregated CPU constructed on Intel 4, Meteor Lake, which is exhibiting good well being in each our and our prospects’ labs.
Yeah. Perhaps as we simply run via the 5 nodes shortly, Intel 7 carried out, quantity shipments, we mentioned 5 nodes, 4 years, Intel 7, 35 million models, you may go rip one aside. I am certain our rivals have carried out teardowns on it, carried out. Intel 4, proper, we mentioned is, hey, Meteor Lake, trying good at this level.
Intel CEO, Pat Gelsinger (Q2 2022 Earnings Name)
The tGPU goes to be one of many predominant parts of the 14th Gen Meteor Lake CPUs, that includes Arc graphics structure to deliver Intel on par with AMD’s and Apple’s on-die GPU options That is all only a rumor for now however lately leaked platform particulars for Meteor Lake CPUs affirm that the patron launch is anticipated someday within the second half of 2023.
Intel Mobility CPU Lineup:
|CPU Household||Meteor Lake||Raptor Lake||Alder Lake|
|Course of Node||Intel 4 ‘7nm EUV’||Intel 7 ’10nm ESF’||Intel 7 ’10nm ESF’|
|CPU Structure||Hybrid (Triple-Core)||Hybrid (Twin-Core)||Hybrid (Twin-Core)|
|P-Core Structure||Redwood Cove||Raptor Cove||Golden Cove|
|High Configuration||6+8 (H-Collection)||6+8 (H-Collection)||6+8 (H-Collection)|
|Max Cores / Threads||14/20||14/20||14/20|
|Deliberate Lineup||H/P/U Collection||H/P/U Collection||H/P/U Collection|
|GPU Structure||Xe2 Battlemage ‘Xe-LPG’||Iris Xe (Gen 12)||Iris Xe (Gen 12)|
|GPU Execution Models||128 EUs (1024 Cores)||96 EUs (768 Cores)||96 EUs (768 Cores)|
LPDDR5X – 7400+
|Reminiscence Capability (Max)||96 GB||64 GB||64 GB|
|Thunderbolt 4 Ports||4||2||2|
|WiFi Functionality||WiFi 6E||WiFi 6E||WiFi 6E|
|Launch||2H 2023||1H 2023||1H 2022|