Intel’s tGPU for Meteor Lake CPUs using TSMC 3nm node mass production may be delayed to late 2023

In a report published by TrendForcewe got our second confirmation that Intel’s tGPU for 14th generation Meteor Lake CPUs that are expected to use a 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.

via TrendForce

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. It was said that Pat Gelsinger, CEO of Intel, would do it Himself visits TSMC To debug plan outsourcing with Taiwanese chip maker. Since Intel has been a major 3nm customer, the delay is likely to hurt 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 Intel 4 process node could have some problems and if it fails to produce any viable size of Meteor Lake CPUs, Chipzilla may reconsider outsourcing other IPs like Compte Tile 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 separate one from each other. I’m sure our competitors did their candies, and it’s done. Intel 4, right, 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 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 Recently Leaked Platform Details 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 knot 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
top configuration 6 + 8 (H series) 6 + 8 (H series) 6 + 8 (H series)
Max cores/threads 14/20 14/20 14/20
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 EU (1024 colors) 96 EU (768 colors) 96 EU (768 colors)
Memory support DDR5-5600
LPDDR5X – 7400+
LPDDR5 – 6400
Memory Capacity (Max) 96 GB 64 GB 64 GB
4 Thunderbolt ports 4 2 2
WiFi capacity Wi-Fi 6E Wi-Fi 6E Wi-Fi 6E
TDP 15-45 W 15-45 W 15-45 W
release 2H 2023 1H 2023 1H 2022