in a report published by trendforceWe get our second confirmation that Intel’s TGPU for the 14th Gen Meteor Lake CPUs, which are expected to use TSMC’s 3nm process node, has been delayed for volume production until the end of 2023.
Intel’s 3nm tGPU Mass Production Delay Hampers TSMC, 14th Gen Meteor Lake Postponed to End of 2023?
It was previously rumored that Intel might push its 14th Gen Meteor Lake CPUs to the end of 2023 and it looks like we are getting similar reports from Trendforce sources close to Taiwanese chip maker, TSMC. It is reported that Intel initially planned to mass-produce tGPUs (tiled GPUs) to feature 14th Gen Meteor Lake CPUs starting in the second half of 2022. It was later delayed to the first half of 2023 due to product design and process. Verification issues But now, we are looking at even more delays.
According to TrendForce research, Intel is planning to outsource to TSMC to manufacture the tGPU chipset in Meteor Lake. Mass production of this product was initially planned for 2H22 but was later postponed to 1H23 due to product design and process validation issues. Recently, the product’s mass production schedule has been postponed again until the end of 2023 for some reason, completely canceling the 3nm production capacity originally booked in 2023, with engineering There is only a small amount of wafer input left for verification.
However, the development status of Intel’s own Intel 4 process, as well as the outsourcing position, are still important potential growth drivers for TSMC. If Intel fails to mass-produce 4 as scheduled, Intel could outsource its computing tiles to TSMC, spurring growth at a vigorous pace in 2024. However, if the Intel process develops smoothly, the company remains likely to manufacture related products and cancel. TSMC orders
According to the latest data, TSMC may not start mass production on Intel’s 3nm tGPU until late 2023. A report by Digitimes last month had similar things. It was said that Intel’s CEO, Pat Gelsinger, would TSMC itself. visit To get its outsourcing plan right with the Taiwanese chipmaker of course. Since Intel was a major customer of 3nm, the delay would potentially hurt and slow down TSMC. Although there are other major vendors for 3nm such as Apple, AMD and Qualcomm, their products are not expected to begin production until 2024.
It is also highlighted that Intel’s own “Intel 4” process node may have some trouble and if it fails to produce any viable quantities for Meteor Lake CPUs, Chipzilla will be able to use other IPs such as Compte Tiles. It may also reconsider outsourcing it to TSMC. This could help TSMC drive revenue even more, but based on Intel’s recent claims, it looks like progress on their in-house process node is progressing and showing good results, but we may be entering 2023. Will see you do it.
We’re building on Elder Lake’s leadership with Raptor Lake in the second half of this year and Meteor Lake in 2023, exemplifying how our innovative design decisions lead before reinventing best-in-class transistor technology. Can drive leadership performance.
And in 2023, we’ll deliver our first individual CPU built on Intel 4, Meteor Lake, which is showing good health in our own and our customers’ laboratories.
Yes. Maybe as we move quickly through the five nodes, Intel 7 done, volume shipments, we said five nodes, four years, Intel 7, 35 million units, you can isolate one. I’m sure our competitors shed tears over this, did. Intel 4, well, we said, hey, Meteor Lake, good looking at this point.
Intel CEO, Pat Gelsinger (Q2 2022 Earnings Call)
The TGPU is going to be one of the core components of the 14th generation Meteor Lake CPUs, featuring Arc graphics architecture to bring Intel on par with AMD and Apple’s on-die GPU solutions. It’s just a rumor for now but Recently leaked platform details CPUs for Meteor Lake confirm that a consumer launch is expected sometime in the second half of 2023.
Intel Mobility CPU Lineup:
|CPU family||meteor lake||Raptor Lake||Elder 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|
|top configuration||6+8 (H-Series)||6+8 (H-Series)||6+8 (H-Series)|
|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 EU (1024 colors)||96 EU (768 Colors)||96 EU (768 Colors)|
LPDDR5X – 7400+
|Memory Capacity (Max)||96 GB||64 GB||64 GB|
|thunderbolt 4 port||4||2||2|
|wifi capability||wifi 6e||wifi 6e||wifi 6e|
|launch||2h 2023||1h 2023||1H 2022|