Yesterday’s TrendForce report that Intel is delaying orders for Meteor Lake GPU tiles at TSMC seems to have gotten quite a bit of attention from the two companies as they both decided to comment. Indicates no change.
“TSMC does not comment on the business of individual customers,” the company said. economic daily“The company’s capacity expansion project is progressing according to plan.”
Meanwhile, Intel reiterated yesterday that its 14th Generation Core ‘Meteor Lake’ processors will be available in 2023 as planned.
“In 2023, we will deliver Meteor Lake, the first fragmented CPU built with Intel 4. Meteor Lake is showing good shape both in ours and in our customers’ labs,” he said. Intel CEO Pat Gelsinger said at the company’s Q2 2022 earnings call last week. .
TrendForce published a report yesterday claiming that Intel has decided to delay the production start of Meteor Lake’s GPU tiles on TSMC’s N3 node from late 2022 to “late 2023”.
Meteor Lake is expected to hit the market in the fall of 2023 (or the 2023 holiday season), so it doesn’t make much sense for Intel to begin mass production (HVM) of its MTL GPU tiles this year and ship them in early 2023. There was not. In fact it wasn’t really beneficial from a financial accountability standpoint so moving his HVM start of GPU tiles to his July 2023 will impact the availability of Meteor Lake processors It’s a perfectly logical decision that shouldn’t be made.
As for TSMC, there are a lot of customers planning to use N3, N3E, N3P and other N3 nodes in the 2023-2024 timeframe. ‘s biggest clients) and Intel, but also AMD, MediaTek, and Qualcomm in 2024. If any part of Intel’s plan changes.
