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In a report revealed by TrendForce, we acquired our second affirmation that Intel’s tGPU for 14th Gen Meteor Lake CPUs, which is anticipated to make use of TSMC’s 3nm course of node, has been delayed for quantity manufacturing till late of 2023.

Intel’s 3nm tGPU Mass Manufacturing Delay Hinders TSMC, Meteor Lake 14th Gen Postponed To Late 2023?

It was beforehand rumored that Intel is perhaps pushing its 14th Gen Meteor Lake CPUs till the tip of 2023 and it appears we’re getting comparable stories from Trendforce sources near Taiwanese chipmaker TSMC. It’s reported that Intel initially deliberate to have the mass manufacturing of the tGPU (Tile GPU) featured within the 14th Gen Meteor Lake CPUs beginning within the second half of 2022. Later, it was delayed till the primary half of 2023 because of product design and course of. verification points, however now, we is perhaps seeing much more lag.

In line with TrendForce analysis, Intel plans to outsource the tGPU chipset in Meteor Lake to TSMC for manufacturing. Mass manufacturing of this product was initially deliberate for the second half of 2022, however was later postponed to the primary half of 2023 because of product design and course of verification points. Not too long ago, the product mass manufacturing schedule was once more postponed to the tip of 2023 for some cause, virtually fully canceling the 3nm manufacturing capability initially reserved in 2023 and solely a marginal quantity of wafer enter stays for verification of engineering.

Nevertheless, the state of improvement of Intel’s personal Intel 4 course of and the accompanying outsourcing scenario stay necessary potential development drivers for TSMC. If Intel 4 fails to mass-produce on schedule, Intel could outsource its computing tiles to TSMC, which is able to strongly drive development in 2024. Nevertheless, if Intel’s course of goes easily, there’s a likelihood that the corporate decides to fabricate associated merchandise by itself and cancel TSMC’s orders.

by way of TrendForce

Based mostly on the most recent knowledge, TSMC could not begin mass manufacturing on Intel’s 3nm tGPU till late 2023. A report final month from Digitimes stated comparable issues. Intel CEO Pat Gelsinger was stated to personally go to TSMC to right course on its outsourcing plan with the Taiwanese chipmaker. Since Intel was a significant 3nm buyer, a delay may harm and decelerate TSMC. Though there are different main 3nm distributors like Apple, AMD and Qualcomm, their merchandise are usually not anticipated to start out manufacturing till 2024.

It is also highlighted that Intel’s personal “Intel 4” compute node could have some points and if it would not produce viable quantity for Meteor Lake CPUs, Chipzilla may rethink outsourcing different IPs, equivalent to Compte Tile, to TSMC as properly. That would assist TSMC develop income even additional, however based mostly on latest claims from Intel, it appears to be like like progress is being made on its inside compute node and it is displaying good outcomes, however we’ll see as we enter 2023.

We’re constructing on Alder Lake’s management with Raptor Lake within the second half of this yr and Meteor Lake in 2023, exemplifying how our revolutionary design selections can drive management efficiency even earlier than reinstating one of the best transistor know-how in its class.

And in 2023, we’ll ship our first disaggregated Intel 4-based CPU, Meteor Lake, which is displaying good well being each in our lab and our clients’ lab.

Yeah. Perhaps as we undergo 5 nodes rapidly, Intel 7 prepared, quantity shipments, we stated 5 nodes, 4 years, Intel 7, 35 million items, you may smash one. I am positive our rivals have it stripped down and performed. Intel 4, proper, we stated, hey, Meteor Lake, it appears to be like good at this level.

Pat Gelsinger, CEO of Intel (2nd quarter 2022 earnings name)

The tGPU can be one of many important parts of the 14th technology Meteor Lake CPUs, with Arc graphics structure to convey Intel into line with built-in GPU options from AMD and Apple. For now, that is all only a rumor, however particulars of the platform have been just lately leaked. for Meteor Lake CPUs affirm {that a} shopper launch is anticipated someday within the second half of 2023.

Intel Mobility CPU Line:

CPU household Meteor Lake predatory 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 predatory cove golden cove
Digital core structure Crestmont Gracemont Gracemont
prime configuration 6+8 (H-series) 6+8 (H-series) 6+8 (H-series)
Max cores/threads 14/20 14/20 14/20
deliberate alignment H/P/U collection H/P/U collection H/P/U collection
GPU structure Battlemage Xe2 ‘Xe-LPG’ Iris Xe (Gen 12) Iris Xe (Gen 12)
GPU Execution Models 128 EU (1024 cores) 96 EU (768 cores) 96 EU (768 cores)
reminiscence assist DDR5-5600
LPDDR5X – 7400+
Reminiscence capability (max.) 96GB 64GB 64GB
Thunderbolt 4 ports 4 two two
Wi-Fi Functionality WiFi 6E WiFi 6E WiFi 6E
TDP 15-45W 15-45W 15-45W
Throw 2H 2023 1H 2023 1H 2022

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