Tuesday, February 21st 2023
Intel Defers 3 nm Wafer Orders with TSMC, Pushes "Arrow Lake" Rollout to 2025?
Intel has reportedly deferred its orders for 3 nm wafers with TSMC, sources in PC makers tell Taiwan-based industry observer DigiTimes. Built on the TSMC N3 node, the wafers were supposed to power the Graphics tiles (containing the iGPU), of the upcoming "Arrow Lake" processors, which were originally on course for a 2024 release. The DigiTimes report detailing this development says that Intel's 3 nm wafer orders have been deferred to Q4-2024, which would realistically mean a 2025 launch for whatever product was designed to use 3 nm tiles. Advance orders for next-gen wafers by high-volume clients such as Intel, are usually placed several quarters in advance, so the foundry could suitably scale up its capacity.
Source:
DigiTimes
32 Comments on Intel Defers 3 nm Wafer Orders with TSMC, Pushes "Arrow Lake" Rollout to 2025?
Also whatever happened to billions of taxpayers Dollars they leeched recently as subsidy.
Intel's electricity and heat are too serious, the same as high-performance graphics cards.
"A person who bought two Ryzen processors and two Intel 13th generation processors posted this post."
www.techpowerup.com/forums/threads/intel-slashes-dividend-by-two-thirds-updates-capital-allocation.305074/
Well, still higher than 0 :ohwell:
Apparently there are river rapids there, too.
www.techspot.com/news/97694-apple-procures-tsmc-entire-supply-3nm-chips-insiders.html
"Apple has sharply reduced the size of the order it has with TSMC". PhoneArena. Feb 18, 2023. "Apple feels the heat – significantly reduces its advanced chip order with TSMC". Gizchina. Feb 18, 2023 These articles suggest that Intel will make the N5 iGPU for Arrow lake. Rather, AMD should be using N3 in Zen5, but is heading in a direction that will make that more difficult.
Given AMD's decoder ring BS and how hard they are pushing zen 2/3 design wins; I'm going to guess that said phoenix point products will not be in large supply for some time. Then we have to wait for industry designs, and then hope they are made available. They also didnt clarify what memory speed the 680m and 780m were running at, if the 680m was using 4800 or 5200 mhz DDR5 and the 780m was using 7500 mhz LPDDR5x, that would make a massive difference. Based on the 7900 series I dont see these new iGPUs being 30-40% faster in IRL tasks. Even so, the only reason we got the 680m was intel's xe GPUs, and we never saw it on desktop. To get another big iGPU push well need intel to get off of their hind quarters and release that xe2-LGP based 192eu iGPU that meteor lake was supposed to get.
The demand largerly surpasses supply for newer AMD laptop chips. Most probably Phoenix will have similar availability to the 6800H/ U series, which is very small. Looks like AMD is playing it safe and allocating most capacity to taking market share in server from Inteal which means that great products for great prices will have to wait in the laptop market.
Indeed, Intel is much more likely to have good laptop APUs with good availability at this point. Given the number of announcements, we can guess they are fighting hard for the laptop market and will be bringing the more interesting stuff.
Zen4: Server - N5, Laptop - N4
Zen5: Server - N4, Laptop - N3 (according to roadmap slides)
AMD has been allocating better nodes for laptop separately from those for servers. The opinion that laptop supply is low due to prioritizing server use will not be true.
If AMD had tons of room on their fabs for Zen 4 CPUs, do you rally think we'd see 90% of the 7000 series lineup being recycled older gen parts?