It appears like yesterday’s TrendForce report about Intel delaying orders for Meteor Lake’s GPU tile at TSMC has attracted fairly some consideration from the 2 corporations as each determined to touch upon it. Each feedback point out that there aren’t any modifications to their plans.
“TSMC doesn’t touch upon the enterprise of particular person clients,” the corporate stated in a press release printed by Financial Each day. “The corporate’s capability enlargement mission is continuing as deliberate.”
In the meantime, Intel reiterated yesterday that its 14th Technology Core ‘Meteor Lake’ processors will likely be out there in 2023, as deliberate.
“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,” stated Pat Gelsinger, Intel CEO, within the firm’s Q2 2022 earnings name final week.
TrendForce yesterday issued a report claiming that Intel had determined to postpone the beginning of Meteor Lake’s GPU tile manufacturing on TSMC’s N3 node from late 2022 to ‘late 2023,’ which allegedly induced TSMC to revisit its N3 capability funding plans.
As a result of Meteor Lake is meant to hit the market in fall 2023 (and even vacation season 2023), it hardly made plenty of sense for Intel to start out excessive quantity manufacturing (HVM) of MTL’s GPU tile this 12 months and have it delivered early in 2023. In truth, it was not genuinely helpful from a monetary accountability perspective. Due to this fact, transferring the GPU tile HVM begin to July 2023 is a completely logical determination that ought to not have an effect on the provision of Meteor Lake processors.
As for TSMC, it has a bunch of shoppers planning to make use of N3, N3E, N3P and different N3 nodes within the 2023 to 2024 timeframe. The listing contains not solely Apple (TSMC’s largest shopper) and Intel in 2023 but additionally AMD, MediaTek, and Qualcomm, simply to call just a few, in 2024. Due to this fact, slowing down N3-capable capability introduction didn’t make sense for TSMC, even when a few of Intel’s plans have modified.
