Intel Postpones Production of Meteor Lake’s 3nm GPU Tile at TSMC, Trendforce Claims
Intel has decided to delay mass production of Meteor Lake’s GPU tiles using TSMC’s 3nm-class technologies (N3, N3E, etc.) to late 2023. TrendForce ResearchThe delay is said to have affected TSMC’s investment in expanding its N3-capable production capacity.
Apple and Intel were expected to be the first companies to adopt TSMC’s N3 production node in late 2022, with the first chips expected to ship in early 2023. However, Intel’s first of his N3 offerings was predicted to be a 14th Gen Core GPU tile. ‘Meteor Lake’ processors expected to release in fall 2023, according to TrendForce. As a result, he delayed the start of mass production of GPU tiles to the first half of 2023, and more recently to 2023.
Based on Intel’s new timings, we can speculate that the company may have decided to skip TSMC’s N3 manufacturing process and instead use N3E manufacturing technology, which promises an improved process window and Slightly lower transistor density, but potentially higher yields. I don’t know if this is the case, but it might make sense for Intel.
Today, Intel confirmed a 2023 launch date for Meteor Lake, echoing CEO Pat Gelsinger’s statement in the company’s Q2 2022 earnings call. Both ours and your lab. ”
Intel has reportedly adjusted its outsourcing plans for 2023 and notified TSMC, which has forced foundries to adjust capacity expansion for N3, impacting CapEx for 2022 and 2023.
However, while Intel changed its plans for N3, TSMC’s other big customers will continue to adopt the company’s 3nm-class nodes according to their roadmap. Apple is expected to be the first and only user of TSMC’s N3 node from the second half of 2022 to early 2023. Companies like AMD, MediaTek and Qualcomm are set to start using TSMC’s N3E and N3P manufacturing processes in 2024. In 2022-2023, we plan to invest heavily in our N3-ready manufacturing capacity.
However, remember that you are dealing with unofficial sources, as plans are subject to change.
