In early July it was reported that Intel is perhaps asking TSMC to sluggish its roll in producing the 3nm GPU tile it wants for Meteor Lake. That tGPU, brief for tiled-GPU, might be matched with Intel’s personal tiles to create its 14th technology Meteor Lake CPU. That is the corporate’s first “disaggregated” CPU, or tile-based design. Now there’s a second report stating Intel has requested TSMC to delay manufacturing of that tile till late 2023. The reporting signifies this may have a domino impact on TSMC, inflicting it to sluggish its 3nm enlargement plans.
TSMC has beforehand introduced it was full steam forward with 3nm manufacturing, which is meant to be going down within the second half of 2022. A brand new report from Trendforce says TSMC is perhaps softly making use of the brakes to these plans, nonetheless. It states mass manufacturing of the 3nm GPU tile was speculated to happen this 12 months, then was pushed to 1H2023. Now it’s been pushed again even additional, to the tip of 2023.
If that’s the case, it’ll doubtless imply Meteor Lake would debut in 2024, nearly a 12 months and a half after it launches Raptor Lake. That’s not the timeline Intel has on its roadmap, so this can be a critical delay. Trendforce says the delay is because of “product design and course of verification points.” Nonetheless, it isn’t clear if these points are with TSMC’s node, or Intel’s. As reportedly beforehand, Intel is utilizing its personal Intel 4 course of, beforehand referred to as 7nm, for the compute and I/O tiles.
The earlier reporting by DigiTimes acknowledged the delays have been as a consequence of Intel’s difficulties with its personal tiles, not TSMC’s. In response to the most recent rumors, TSMC stated its 3nm manufacturing is all going based on plan and declined to touch upon the enterprise of its clients.
Nonetheless, Trendforce says this may have a major affect on TSMC’s capital expenditure plans going ahead. It had initially deliberate on having Apple and Intel as its first 3nm clients. Now it would simply be Apple that makes use of its most superior node. It’s been beforehand reported the corporate could be utilizing it for its M2 Professional and Max SoCs. The article says it’s going to additionally faucet its 3nm node for its 2024 iPhone SoC.
That is dangerous information for Intel and TSMC. Trendforce says the allegedly now-idle capability will stall its plans to increase its 3nm manufacturing. It is going to successfully push mass manufacturing for a number of clients into late subsequent 12 months, versus the primary quarter or two. In response, it has notified its suppliers of its plans to decelerate its 3nm enlargement in order that it doesn’t have gear gathering mud.
The craziest a part of Trendforce’s report is it not solely repeats the earlier rumors of this delay, however it additionally states Intel may resolve to outsource Meteor Lake’s compute tile to TSMC if it might probably’t get Intel 4 into mass manufacturing on time. That was speculated to be taking place in early 2023. That could be a state of affairs we can not see taking place, for a lot of apparent causes.
This previous week, Intel held its quarterly earnings name. On the decision CEO Pat Gelsinger stated Meteor Lake remains to be on-target by way of a transcript from Idiot.com. “In 2023, we are going to ship our first disaggregated CPU constructed on Intel 4, Meteor Lake, which is exhibiting good well being in each our and our clients’ labs,” he stated. Within the Q/A portion of the decision, Gelsinger adopted up on that time definitively. “Intel 4, proper, we stated is, hey, Meteor Lake, trying good at this level.”