Intel’s tGPU For Meteor Lake CPUs That Utilizes TSMC’s 3nm Node Has Mass Production Delayed To Late 2023

In a report printed by DevelopmentForce, we get our second affirmation that Intel’s tGPU for 14th Gen Meteor Lake CPUs which is predicted to make the most of TSMC’s 3nm course of node, has been delayed for quantity manufacturing till late 2023.

Intel’s 3nm tGPU Mass Production Delay Hampers TSMC, 14th Gen Meteor Lake Postponed Till Late 2023?

Earlier it was rumored that Intel is perhaps pushing its 14th Gen Meteor Lake CPUs to late 2023 and it seems to be like we’re getting related reviews from Trendforce’s sources near the Taiwanese chip maker, TSMC. It is 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 result of product design and course of verification points however now, we is perhaps taking a look at an excellent additional delay.

According to DevelopmentForce 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 result of product design and course of verification points. Recently, the product’s mass manufacturing schedule has been postponed once more to the tip of 2023 for some purpose, evening utterly canceling 3nm manufacturing capability initially booked in 2023 with solely a marginal quantity of wafer enter remaining for engineering verification.

However, the event standing of Intel’s personal Intel 4 course of and the accompanying outsourcing state of affairs are nonetheless necessary potential development drivers for TSMC. If Intel 4 fails to mass-produce as scheduled, Intel could outsource its computing tiles to TSMC, strongly driving development in 2024. However, 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.

through DevelopmentForce

As per the newest information, TSMC could not start mass manufacturing on Intel’s 3nm tGPU till the tip of 2023. A report from final month by Digitimes had related issues to say. it was stated 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 decelerate TSMC. Although there are different main distributors for 3nm akin to Apple, AMD, and Qualcomm, their merchandise aren’t anticipated to start manufacturing till 2024.

It can also be highlighted that Intel’s personal “Intel 4” course of node could have some bother and if it fails to supply any viable quantity for Meteor Lake CPUs, Chipzilla may rethink outsourcing different IPs such because the Compte Tile to TSMC too. That may assist TSMC to drive income additional up however primarily based on Intel’s latest claims, it seems to be like progress is being made on their in-house course of node and is displaying good outcomes however we’ll see as we enter 2023.

We are constructing on Alder Lake management with Raptor Lake within the second half of this 12 months and Meteor Lake in 2023, exemplifying how our progressive design selections 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 displaying good well being in each our and our clients’ labs.

Yeah. Maybe as we simply run by means of the 5 nodes shortly, Intel 7 achieved, quantity shipments, we stated 5 nodes, 4 years, Intel 7, 35 million models, you’ll be able to go rip one aside. I’m certain our opponents have achieved teardowns on it, achieved. Intel 4, proper, we stated is, hey, Meteor Lake, wanting good at this level.

Intel CEO, Pat Gelsinger (Q2 2022 Earnings Call)

The tGPU goes to be one of many major elements of the 14th Gen Meteor Lake CPUs, that includes Arc graphics structure to convey Intel on par with AMD’s and Apple’s on-die GPU options This is all only a rumor for now however just lately leaked platform particulars for Meteor Lake CPUs affirm that the buyer launch is predicted someday within the second half of 2023.

Intel Mobility CPU Lineup:

CPU Family Meteor Lake Raptor Lake Alder Lake
Process Node Intel 4 ‘7nm EUV’ Intel 7 ’10nm ESF’ Intel 7 ’10nm ESF’
CPU Architecture Hybrid (Triple-Core) Hybrid (Dual-Core) Hybrid (Dual-Core)
P-Core Architecture Redwood Cove Raptor Cove Golden Cove
E-Core Architecture Crestmont Gracemont Gracemont
Top Configuration 6+8 (H-Series) 6+8 (H-Series) 6+8 (H-Series)
Max Cores / Threads 14/20 14/20 14/20
Planned Lineup H/P/U Series H/P/U Series H/P/U Series
GPU Architecture Xe2 Battlemage ‘Xe-LPG’ Iris Xe (Gen 12) Iris Xe (Gen 12)
GPU Execution Units 128 EUs (1024 Cores) 96 EUs (768 Cores) 96 EUs (768 Cores)
Memory Support DDR5-5600
LPDDR5X – 7400+
Memory Capacity (Max) 96 GB 64 GB 64 GB
Thunderbolt 4 Ports 4 2 2
WiFi Capability Wi-Fi 6E Wi-Fi 6E Wi-Fi 6E
TDP 15-45W 15-45W 15-45W
Launch 2H 2023 1H 2023 1H 2022

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