Intel’s tGPU for Meteor Lake CPUs that uses TSMC’s 3nm node has mass production postponed to late 2023

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

Intel’s 3nm tGPU mass manufacturing delay hampers TSMC, 14th-gen Meteor Lake delayed to late 2023?

Earlier it was rumored that Intel may be pushing its 14th Gen Meteor Lake processors to the tip of 2023 and it appears like we’re getting related reviews from Trendforce sources near Taiwanese chipmaker, TSMC. It’s reported that Intel initially deliberate to have mass manufacturing of the tGPU (Tiled GPU) on the 14th Gen Meteor Lake processors beginning within the second half of 2022. This was later delayed to the primary half of 2023 because of the product design and course of. verification points, however now we may be taking a look at a fair longer delay.

In keeping with TrendForce analysis, Intel plans to outsource the Meteor Lake tGPU chipset to TSMC for manufacturing. Mass manufacturing of this product was initially scheduled for 2H22 however was later postponed to 1H23 on account of product design and course of verification points. Lately, the product’s mass manufacturing schedule was pushed again once more to the tip of 2023 for some purpose, nearly fully canceling the 3nm manufacturing capability initially reserved in 2023 with solely a marginal quantity of wafer enter remaining. for technical verification.

Nevertheless, the event standing of Intel’s Intel 4 course of and the accompanying outsourcing state of affairs stay vital potential progress drivers for TSMC. If Intel 4 fails to mass-produce as deliberate, Intel might outsource its computing tiles to TSMC, which might strongly increase progress in 2024. Nevertheless, if the Intel course of develops correctly, there stays the chance that the corporate chooses to fabricate associated merchandise itself and cancels TSMC’s orders.

by way of TrendForce

In keeping with the most recent knowledge, TSMC could not start mass manufacturing on Intel’s 3nm tGPU till late 2023. A report from Digitimes final month had related issues to say. it was rumored that Intel CEO Pat Gelsinger would go to TSMC himself to appropriate his outsourcing plan with the Taiwanese chipmaker. Since Intel was a significant 3nm buyer, a delay might doubtlessly harm and decelerate TSMC. Though there are different main 3nm distributors equivalent to Apple, AMD and Qualcomm, their merchandise should not anticipated to start out manufacturing till 2024.

It’s also identified that Intel’s “Intel 4” course of node could have points and if it fails to supply a viable quantity for Meteor Lake processors, Chipzilla could rethink outsourcing different IPs equivalent to Tile Account to TSMC as properly. This might assist TSMC to extend income additional however based mostly on latest claims from Intel it appears like progress is being made on their inside course of node and they’re exhibiting good outcomes however we’ll see on entry of 2023.

We’re constructing on Alder Lake’s management with Raptor Lake within the second half of this 12 months and Meteor Lake in 2023, illustrating how our revolutionary design selections can drive management efficiency even earlier than restoring best-in-class transistor expertise .

And in 2023, we’ll ship our first disaggregated Intel 4-based processor, Meteor Lake, which is exhibiting good well being in our labs and people of our clients.

Yeah. Perhaps whereas we shortly run by the 5 nodes, Intel 7 accomplished, quantity shipments, we mentioned 5 nodes, 4 years, Intel 7, 35 million items, you may rip one. I am positive our opponents have achieved teardowns on it, achieved. Intel 4, proper, we mentioned, hey, Meteor Lake, appears good at this level.

Intel CEO Pat Gelsinger (Second Quarter 2022 Earnings Name)

The tGPU shall be a core element of 14th Gen Meteor Lake processors, that includes an Arc graphics structure to carry Intel on par with on-chip GPU options from AMD and Apple. for Meteor Lake processors verify that the mainstream launch is anticipated someday within the second half of 2023.

Intel Mobility Processor Household: