Intel Defers 3 nm Wafer Orders with TSMC, Pushes "Arrow Lake" Rollout to 2025?

[TheinsanegamerN]

Zen3: Server - N7, Laptop - N6
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.

So AMD is using superior nodes with low availability for their newest mobile parts. Thus, availability of these parts would be......low!

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?

 

[trsttte]

Maybe Dragon Range will be different (since it comes from the silicon is the same as in the desktop/server side) - not the most popular form factor, but very "cool" for workstation

 

[hs4]

So AMD is using superior nodes with low availability for their newest mobile parts. Thus, availability of these parts would be......low!

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?

I think the problem is that the competitiveness is Rembrandt-U, i.e. HALF of the products from superior nodes with low availability. Rembrandt-H and Barcelo were outperformed by ADL in absolute performance and were about the same in efficiency.

 

[Avro Arrow]

I don't think that this will really matter. I think that Intel probably realises that since they have nothing to counter AMD's X3D parts, they won't be losing much by delaying. At the same time, they might be able to eke out a little more performance if they "leave it in the oven" for a bit longer.

 

[Max(IT)]

There is no need for a new release every year. I hope AMD and Intel will stick with a two years schedule in the future

 

[BoboOOZ]

I don't think that this will really matter. I think that Intel probably realises that since they have nothing to counter AMD's X3D parts, they won't be losing much by delaying. At the same time, they might be able to eke out a little more performance if they "leave it in the oven" for a bit longer.

That makes no sense. They realize they are not competitive now, so they can be uncompetitive for longer? You realize that the targets are already set, they will not change the product to be better in any way, just deliver it later?

In fact the main reason for their lack of competitiveness is coming out late. Because they are late, they end up competing with AMD s next generation instead of the one targeted initially, so they get beaten silly.

 

[pjl321]

Don't forget Intel's own roadmap says Lunar Lake (the one after Raptor Lake refresh, after Meteor Lake and after Arrow Lake!) is meant to come in 2024 too!! How can one company constantly get things so wrong?

 

[Mendacious]

Even when Intel goes begging to 3rd party Fabs they have delays.
Also whatever happened to billions of taxpayers Dollars they leeched recently as subsidy.

The US Government hasnt dispersed any of that yet. USG is arguing over who should get it first. They are looking at TSMC, since they are building a new Fab in the US, but it is a foreign company and could actually invest the money overseas instead of in the US like Global Foundries and Intel would.