In a report published by TrendForce, we got our second confirmation that Intel’s tGPU for the 14th generation Meteor Lake CPUs that are expected to use the 3nm TSMC process node, has been delayed for volume production until late 2023.
Intel Hampers TSMC’s 3nm tGPU Mass Production Delayed, 14th Generation Meteor Lake Delayed Until Late 2023?
Earlier, it was rumored that Intel might push its 14th-generation CPUs into late 2023 and we seem to be receiving similar reports from Trendforce sources close to Taiwanese chip maker TSMC. It is reported that Intel initially planned to mass produce tGPU (Tiled GPU) in 14th Gen Meteor Lake CPUs starting in the second half of 2022. This was later delayed to the first half of 2023 due to product design and process. Verification issues but for now, we may consider further delay.
According to TrendForce Research, Intel plans to outsource the tGPU chipset in Meteor Lake to TSMC for manufacturing. Mass production of this product was initially planned for the second half of ’22 but was later postponed to the first half of 2013 due to product design and process validation issues. Recently, the mass production schedule of the product has been pushed back to the end of 2023 for some reason, close to the 3nm production capacity originally reserved for 2023 with only a marginal amount of chip input remaining for engineering verification.
However, the development status of Intel’s 4 proprietary process and the accompanying outsourcing status remain important potential growth drivers for TSMC. If Intel 4 fails to mass produce as scheduled, Intel may outsource its computing tiles to TSMC, aggressively driving growth in 2024. However, if Intel’s process develops smoothly, there is still a possibility that the company will choose to manufacture products Related to itself and cancellation of TSMC orders.
According to the latest data, TSMC may not start mass production on the Intel tGPU 3nm until the end of 2023. A report from last month by Digitimes was saying similar things. Intel CEO Pat Gelsinger is said to be visiting TSMC himself to correct the outsourcing plan with the Taiwanese chip maker. Since Intel has been a major customer at 3nm, the delay is likely to slow and slow TSMC. Although there are other major 3nm vendors such as Apple, AMD and Qualcomm, their products are not expected to start production until 2024.
It was also highlighted that Intel’s 4 process node of Intel could run into some problems and if it fails to produce any viable size of Meteor Lake CPUs, Chipzilla may reconsider outsourcing other IPs such as Tile Account to TSMC as well. This may help TSMC increase revenue further but based on recent Intel claims it appears that progress is being made on their internal process node and showing good results but we will see as we enter 2023.
We’re building on Alder Lake leadership with Raptor Lake in the second half of this year and Meteor Lake in 2023, demonstrating how our innovative design decisions can drive driving performance even before best-in-class transistor technology is re-created.
And in 2023, we will introduce our first rated CPU based on Intel 4, Meteor Lake, showing good health in both our labs and our customers’ labs.
yes. Maybe since we’re just going through the five nodes quickly, the Intel 7 is gone, and the volume shipments, we said five decades, four years, Intel 7, 35 million units, you can pull one apart. I’m sure our competitors did their candies, and it’s done. Intel 4, well, we said, hey, Meteor Lake, looks pretty good at this point.
Intel CEO Pat Gelsinger (Q2 2022 Earnings Call)
The tGPU will be a key component of the 14th-generation Meteor Lake CPUs, which feature Arc graphics architecture to put Intel on a par with AMD and Apple’s GPU solutions. This is just a rumor at the moment but details of the platform were leaked recently and Meteor Lake CPUs confirm that a consumer launch is expected sometime in the second half of 2023.
Intel Mobility CPU lineup:
|CPU family||Meteor Lake||Lake Raptor||Alder Lake|
|operation contract||Intel 4’7nm EUV’||Intel 7 ’10nm ESF’ processor||Intel 7 ’10nm ESF’ processor|
|CPU engineering||Hybrid (three-core)||Hybrid (dual core)||Hybrid (dual core)|
|P-Core . Engineering||Redwood Cove||Raptor Cove||Golden Cove|
|E-Core . Engineering||Christmont||Gracemont||Gracemont|
|upper setting||6 + 8 (H series)||6 + 8 (H series)||6 + 8 (H series)|
|Planned assortment||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 EUs (1024 cores)||96 EU (768 cores)||96 EU (768 cores)|
LPDDR5X – 7400+
LPDDR5 – 6400
|Memory Capacity (Max)||96 GB||64 GB||64 GB|
|Thunderbolt 4 . port||4||2||2|
|Wi-Fi capability||Wi-Fi 6E||Wi-Fi 6E||Wi-Fi 6E|
|Pacific Daylight Time||15-45 W||15-45 W||15-45 W|
|release||2H 2023||1H 2023||1H 2022|
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