In a study published by TrendForce, we get our 2nd confirmation that Intel's tGPU for 14th Gen Meteor Lake CPUs which is expected to utilize TSMC's 3nm process node, has been delayed for measurement accumulation till precocious 2023.

Intel's 3nm tGPU Mass Production Delay Hampers TSMC, 14th Gen Meteor Lake Postponed Till Late 2023?

Earlier it was rumored that Intel mightiness beryllium pushing its 14th Gen Meteor Lake CPUs to precocious 2023 and it looks similar we are getting akin reports from Trendforce's sources adjacent to the Taiwanese spot maker, TSMC. It is reported that Intel initially planned to person wide accumulation of the tGPU (Tiled GPU) featured connected the 14th Gen Meteor Lake CPUs opening successful the 2nd fractional of 2022. That was aboriginal delayed to the archetypal fractional of 2023 owed to merchandise plan and process verification issues but now, we mightiness beryllium looking astatine an adjacent further delay.

According to TrendForce research, Intel plans to outsource the tGPU chipset successful Meteor Lake to TSMC for manufacture. Mass accumulation of this merchandise was initially planned for 2H22 but was aboriginal postponed to 1H23 owed to merchandise plan and process verification issues. Recently, the product’s wide accumulation docket has been postponed again to the extremity of 2023 for immoderate reason, nigh wholly cancelling 3nm accumulation capableness primitively booked successful 2023 with lone a marginal magnitude of wafer input remaining for engineering verification.

However, the improvement presumption of Intel's ain Intel 4 process and the accompanying outsourcing concern are inactive important imaginable maturation drivers for TSMC. If Intel 4 fails to mass-produce arsenic scheduled, Intel whitethorn outsource its computing tiles to TSMC, powerfully driving maturation successful 2024. However, if the Intel process develops smoothly, determination remains the anticipation of the institution choosing to manufacture related products itself and canceling TSMC's orders.

via TrendForce

As per the latest data, TSMC whitethorn not commence wide accumulation connected Intel's 3nm tGPU till the extremity of 2023. A study from past period by Digitimes had akin things to say. it was said that Intel's CEO, Pat Gelsinger, would himself sojourn TSMC to course-correct its outsourcing program with the Taiwanese chipmaker. Since Intel was a large 3nm customer, a hold would perchance wounded and slowdown TSMC. Although determination are different large vendors for 3nm specified arsenic Apple, AMD, and Qualcomm, their products aren't expected to statesman accumulation until 2024.

It is besides highlighted that Intel's ain "Intel 4" process node whitethorn person immoderate occupation and if it fails to nutrient immoderate viable measurement for Meteor Lake CPUs, Chipzilla mightiness reconsider outsourcing different IPs specified arsenic the Compte Tile to TSMC too. That mightiness assistance TSMC to thrust gross further up but based connected Intel's caller claims, it looks similar advancement is being made connected their in-house process node and is showing bully results but we'll spot arsenic we participate 2023.

We are gathering connected Alder Lake enactment with Raptor Lake successful the 2nd fractional of this twelvemonth and Meteor Lake successful 2023, exemplifying however our innovative plan decisions tin thrust enactment show adjacent earlier reestablishing best-in-class transistor technology.

And successful 2023, we volition present our archetypal disaggregated CPU built connected Intel 4, Meteor Lake, which is showing bully wellness successful some our and our customers' labs.

Yeah. Maybe arsenic we conscionable tally done the 5 nodes quickly, Intel 7 done, measurement shipments, we said 5 nodes, 4 years, Intel 7, 35 cardinal units, you tin spell rip 1 apart. I'm definite our competitors person done teardowns connected it, done. Intel 4, right, we said is, hey, Meteor Lake, looking bully astatine this point.

Intel CEO, Pat Gelsinger (Q2 2022 Earnings Call)

The tGPU is going to beryllium 1 of the main components of the 14th Gen Meteor Lake CPUs, featuring Arc graphics architecture to bring Intel connected par with AMD's and Apple's on-die GPU solutions This is each conscionable a rumor for present but recently leaked level details for Meteor Lake CPUs corroborate that the user motorboat is expected sometime successful the 2nd fractional of 2023.

Intel Mobility CPU Lineup: