In a report published by TrendForcewe’re getting our second confirmation that Intel’s tGPU for 14th generation Meteor Lake processors, which are expected to use TSMC’s 3nm process node, has been pushed back to mass production until late 2023.
Intel’s 3nm tGPU mass production delay hinders TSMC, 14th generation Meteor Lake delayed to late 2023?
It was previously rumored that Intel could unveil its 14th generation Meteor Lake processors by the end of 2023, and it looks like we’re getting similar reports from Trendforce sources close to the Taiwanese chipmaker, TSMC. Intel reportedly originally planned to begin mass production of the tGPU (Tiled GPU) included in the 14th generation Meteor Lake processors starting in the second half of 2022. This was later pushed back to the first half of 2023 .due to product design and process .inspection issues but now we can expect even more delay.
According to research by TrendForce, Intel plans to outsource tGPU chipsets in Meteor Lake to TSMC for production. Mass production of this product was originally planned for 2H22, but was later pushed back to 1H23 due to product design and process verification issues. Recently, the product’s mass production schedule was pushed back again to late 2023 for some reason, almost completely canceling the 3nm production capacity originally booked in 2023, with only a negligible amount of nested wafers remaining for engineering verification.
However, the development status of Intel’s proprietary Intel 4 process and the accompanying outsourcing situation are still important potential growth drivers for TSMC. If Intel 4 fails to go into mass production as planned, Intel could outsource its computing chips to TSMC, strongly boosting growth in 2024. However, if Intel’s process goes smoothly, the possibility remains that the company may choose to manufactures related products and to cancel Orders to TSMC.
According to recent reports, TSMC may not begin mass production of Intel’s 3nm tGPUs until late 2023. A report last month by Digitimes had similar things to say. it was said that Intel’s CEO, Pat Gelsinger, would visited TSMC himself to adjust its outsourcing plan with the Taiwanese chip maker. Since Intel was a major 3nm customer, a delay would potentially hurt and slow down TSMC. While there are other major 3nm vendors such as Apple, AMD and Qualcomm, their products are not expected to enter production until 2024.
It also highlights that Intel’s own “Intel 4” process node may have issues and if it fails to produce viable volume for Meteor Lake processors, Chipzilla may reconsider assigning other IP addresses such as Compte Tile to TSMC as well. This could help TSMC increase revenue even more, but based on Intel’s recent claims, it looks like progress is being made on their in-house process node and showing good results, but we’ll see as we enter 2023.
We are building on Alder Lake’s leadership with Raptor Lake in the second half of this year and Meteor Lake in 2023 as an example of how our innovative design solutions can drive leadership performance even before we restore best-in-class transistor technology.
And in 2023, we will ship our first disaggregated processor built on Intel 4, Meteor Lake, which is showing good health both in our labs and in our customers’ labs.
yes Maybe going through the five nodes quickly, Intel 7 ready, volume shipments, we said five nodes, four years, Intel 7, 35 million units, you can tear one apart. I’m sure our competitors have been taking it apart, done. Intel 4, right, we said, hey, Meteor Lake, looks good at this point.
Intel CEO Pat Gelsinger (2Q22 earnings call)
tGPU will be one of the main components of the 14th generation Meteor Lake processors, featuring Arc graphics architecture to bring Intel on par with AMD and Apple’s GPU solutions. For now, these are just rumors, though recently leaked platform details for Meteor Lake processors confirm that consumer release is expected sometime in the second half of 2023.
Intel Mobility CPU range:
|CPU family||Meteor Lake||Raptor Lake||Alder Lake|
|A process node||Intel 4 ‘7nm EUV’||Intel 7 ’10nm ESF’||Intel 7 ’10nm ESF’|
|Processor architecture||Hybrid (Tri-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 composition||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 cores)||96 EU (768 cores)||96 EU (768 cores)|
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|
|Start||2 a.m. 2023||1H 2023||1st half of 2022|