Intel’s tGPU for Meteor Lake processors 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 predicted to make use of TSMC’s 3nm course of node, has been delayed for quantity manufacturing till the top 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 is likely to be pushing its 14th Gen Meteor Lake processors to the top of 2023 and it seems 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 postponed to the primary half of 2023 as a result of product design and course of. verification points, however now we is likely to be taking a look at a fair longer delay.

In response to 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 resulting from product design and course of verification points. Not too long ago, the product’s mass manufacturing schedule was pushed again once more to the top of 2023 for some purpose, virtually utterly canceling the 3nm manufacturing capability initially reserved in 2023 with solely a marginal quantity of wafer enter remaining. for technical verification.

Nonetheless, the event standing of Intel’s Intel 4 course of and the accompanying outsourcing scenario stay vital potential development drivers for TSMC. If Intel 4 fails to mass-produce as deliberate, Intel might outsource its computing tiles to TSMC, which might strongly enhance development in 2024. Nonetheless, 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 response to the most recent information, 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 serious 3nm buyer, a delay might probably damage and decelerate TSMC. Though there are different main 3nm distributors similar to Apple, AMD and Qualcomm, their merchandise aren’t anticipated to begin manufacturing till 2024.

It is usually identified that Intel’s “Intel 4” course of node could have points and if it fails to provide a viable quantity for Meteor Lake processors, Chipzilla could rethink outsourcing different IPs similar to Tile Account to TSMC as nicely. This might assist TSMC enhance income additional however based mostly on current claims from Intel it seems like progress is being made on their inside course of node and they’re displaying 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 yr and Meteor Lake in 2023, illustrating how our modern design selections can drive management efficiency even earlier than restoring best-in-class transistor know-how .

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

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

Intel CEO Pat Gelsinger (Second Quarter 2022 Earnings Name)

The tGPU goes to be one of many fundamental parts of the 14th Gen Meteor Lake processors, with an Arc graphics structure to carry Intel on par with on-chip GPU options from AMD and Apple. for Meteor Lake processors affirm that the mainstream launch is predicted within the second half of 2023.

Intel Mobility Processor Household: