Mass production of Intel’s tGPU for Meteor Lake CPUs using TSMC’s 3nm Node has been delayed until late 2023.

in a report published by TrendForceWe get our second confirmation that Intel’s tGPU has been delayed for volume production until late 2023 for TSMC’s 14th Generation Meteor Lake CPUs, which are expected to use a 3nm process node.

Intel’s 3nm tGPU Mass Production Delay TSMC, 14th Gen Meteor Lake Delayed Until Late 2023?

Intel was previously rumored to be pushing its 14th Generation Meteor Lake CPUs to the end of 2023, and it seems we’re getting similar reports from Trendforce sources close to Taiwanese chipmaker TSMC. It is reported that Intel originally planned to mass produce the tGPU (Tiled GPU) featured in the 14th Generation Meteor Lake CPUs starting in the second half of 2022. It was later pushed back to the first half of 2023 due to product design and process. validation issues, but now we could be looking at further delay.

According to TrendForce research, Intel plans to outsource the tGPU chipset in Meteor Lake to TSMC for production. Mass production of this product was originally scheduled for 2H22, but was later pushed back to 1H23 due to product design and process validation issues. Recently, the product’s mass production schedule was somehow pushed back to the end of 2023, almost completely canceling the 3-nanometer production capacity ordered in 2023, and leaving only a marginal amount of wafer input for engineering verification.

However, the state of Intel’s Intel 4 process and the accompanying development outsourcing state are still important potential growth drivers for TSMC. If Intel 4 fails to mass-produce as planned, Intel may outsource its computing chips to TSMC, which will provide a strong boost to growth in 2024. However, if the Intel process develops smoothly, the possibility remains that the company will choose to manufacture the relevant products itself and cancel. Orders from TSMC.

via TrendForce

According to the latest information, TSMC may not begin mass production on Intel’s 3nm tGPU until late 2023. A report by Digitimes last month had similar things. Intel CEO Pat Gelsinger was said to himself visits TSMC Making an outsourcing plan with a Taiwanese chipmaker. Since Intel is a major 3nm customer, a delay would potentially hurt TSMC and slow it down. While there are other big vendors for 3nm, such as Apple, AMD and Qualcomm, their products are not expected to start production until 2024.

It also points out that Intel’s own “Intel 4” process node may have some issues, and if it can’t produce any decent volume for its Meteor Lake CPUs, Chipzilla may consider outsourcing other IPs like Compte Tile to TSMC again. can consider. This could help TSMC increase revenue even more, but based on Intel’s recent claims, it looks like they’re making progress on their internal process node and showing good results, but we’ll see as we enter 2023.

We’re building on the leadership of Alder Lake with Raptor Lake in the second half of this year and Meteor Lake in 2023, exemplifying how our innovative design decisions can drive leadership performance even before the best transistor technology recovers.

And in 2023, we will introduce our first deaggregated CPU based on Intel 4, Meteor Lake, which has shown good health in both our and our customers’ labs.

Yes. Maybe when we’re just speeding through five nodes, Intel 7 is done, volume shipments, we said five nodes, four years, Intel 7, 35 million units, you can tell apart. I am sure that our competitors have done demolition work on it. Intel 4, right, we said, hey, Meteor Lake, looks good at this point.

Intel CEO, Pat Gelsinger (2Q2022 earnings call)

The tGPU will be one of the key components of the 14th Generation Meteor Lake CPUs, featuring the Arc graphics architecture and putting Intel on par with off-the-shelf GPU solutions from AMD and Apple. Recently, the details of the platform were leaked It confirms that consumer releases for its Meteor Lake CPUs are expected in the second half of 2023.

Intel Mobility CPU line: