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Intel "Meteor Lake" CPUs Face Yield Issues, Company Running "Hot Lots" to Satisfy Demand

In a conversation with Intel's CEO Pat Gelsinger, industry analyst Patrick Moorhead revealed that Intel's Meteor Lake CPU platform suffers from some production issues. More specifically, Intel has been facing some yield and/or back-end production issues with its Meteor Lake platform, resulting in a negative impact on Intel's margins when producing the chip. The market is showing great demand for these chips, and Intel has been forced to run productions of "hot lots"-- batch production of silicon with the highest priority that gets moved to the front of the production line so they can get packaged as fast as possible. While this is a good sign that the demand is there, running hot lots increases production costs overall as some other wafers have to go back so Meteor Lake can pass.

The yield issues associated with Meteor Lake could be stemming from the only tile made by Intel in the MTL package: the compute tile made on the Intel 4 process. Intel 4 process is specific to Meteor Lake. No other Intel product uses it, not even the Xeon 6, which uses Intel 3, or any of the upcoming CPUs like Arrow Lake, which uses the Intel 20A node. So, Intel is doing multiple nodes for multiple generations of processors, further driving up costs as typical high-volume production with a single node for multiple processors yields lower costs. Additionally, the company is left with lots of "wafers to burn" with Intel 4 node, so even with Meteor Lake having yield issues, the production is ultimately fine, while the operating costs and margins take a hit.

Intel Core Ultra 7 1002H Spotted on Geekbench, Meteor Lake Sample Hits 5.0 GHz Max. Clock

Pre-release Meteor Lake silicon has popped up again thanks to an Intel Corporation Client Platform getting submitted for evaluation through Geekbench 6.1.0. The latest database entry—discovered by Benchleaks—presents yet another Core Ultra 100H mobile CPU series engineering sample. This new candidate could end up being named "Core Ultra 165H" once it hits retail in finalized form. Team Blue seems to be playing around with its naming/identifying schemes ahead of an official unveiling—we hope to see something sensible presented at this month's Innovation event.

The tested Meteor Lake Client Platform featured a Core Ultra 7 1002H CPU mounted on an MTL-P LP5x T4 RVP board, with access to 12 GB of memory. Clock speeds of 3.4 GHz (base) and 4.988 GHz are mentioned on the Geekbench Browser page. A 6 P-Core and 10 E-Core configuration aligns this evaluated sample with the previously leaked Core Ultra 7 165H SKU. It achieved a single-core score of 2439 points in Geekbench 6.1, placing it above previously submitted Meteor Lake samples. The multi-core tally comes in at 12668, which trails slightly behind other compiled scores.

Report Suggests Intel Refreshing "Sapphire Rapids" - Updated Xeon-W Slated for Early 2024

Chinese tech tipster Enthusiast Citizen (ECSM) has posted on Bilibili about future Intel product refreshes with a rough timeline spanning from late to 2023 to early 2024. We have been hearing a lot lately about Team Blue's Raptor Lake Refresh, with reports from this week suggesting that this lineup will be the last to sport Team Blue's traditional naming scheme—as 14th Gen Core. ECSM claims that Raptor Lake Refresh-K SKUs are due for launch this October, and non-K units will follow them a month or two later. Team Blue will likely be happy to keep LGA 1700 and 1800 sockets alive for another generation.

ECSM also brings up seemingly new information with an alleged Sapphire Rapids Refresh lined up for early 2024—suggesting that updated HEDT Xeon W2500 and W3500 series processors are incoming. The Intel W790 chipset should be able to run this rumored replacement lineup. ECSM's proposed product roadmap also presents wholly new product ranges including Meteor Lake offerings, albeit with desktop MTL-S SKUs cancelled—mobile-oriented Meteor Lake-H seems to be alive and well with an alleged Q4 2023 launch window. Finally Arrow Lake-S is predicted to launch in the final quarter of 2024 or early 2025—so we will likely have to wait another year and a half for upgraded Intel mainstream desktop SKUs.

Intel Meteor Lake Could Bring Back L4 Caches

In the latest Linux Kernel patches, Intel engineers are submitting initial support for Meteor Lake processor generation, with some interesting potential features. In a patch submitted yesterday, the Intel engineer noted, "On MTL, GT can no longer allocate on LLC - only the CPU can. This, along with the addition of support for ADM/L4 cache, calls a MOCS/PAT table update." What this translates to is that starting from Meteor Lake, the integrated graphics can no longer allocate on the last-level cache (LLC), the highest numbered cache accessed by the cores before fetching from memory. Instead, only the CPU cores can allocate to it. Even more interesting is the mention of the Meteor Lake platform's level 4 (L4) cache. For the first time since Haswell and Broadwell, Intel may be planning to bring back the L4 cache and integrate it into the CPU.

Usually, modern processors use L1, L2, and L3 caches where the L1 version is the fastest and smallest, while the others are larger but slower. The inclusion of L4 caches often is unnecessary, as this type of cache can consume a big area on the processor die while bringing little benefit, translating to the cost of manufacturing drastically soaring. However, with Meteor Lake and its multi-die tile design, we wonder where the L4 cache will end up. We could see integration into the base tile, which holds the compute cores and essential compute elements. This makes the most sense since the logic needs access to fast memory, and L4 could improve the performance in specific applications.

Intel 14th Gen Core Lineup Confirmed to be Meteor Lake CPU Range

The Meteor Lake codename has been linked to the fourteenth generation of Intel's Core lineup for a while, following several significant leaks in 2022 and 2023. According to newly unearthed internal documentation and benchmark data, Intel has confirmed that the Meteor Lake family of CPUs will form its upcoming 14th Gen Core lineup - with laptop variations expected to arrive mid-2023 and heavily speculated desktop units in the fourth quarter, although a middle of the year refresh of Raptor Lake could push the entire Meteor Lake range's release window into 2024.

Meteor Lake is anticipated to be Intel's debuting of a "disaggregated" design - the most advanced laptop CPU variant features a top-of-the-line 6P+8E core configuration. Intel is solely responsible for fabrication of an IOE (I/O) tile (the company's own term for a chiplet) with PCIe 5.0 plus Thunderbolt 4, as well as an SoC tile. The GPU part of the design is rumored to be based on their own Arc Alchemist architecture, and TSMC has been contracted to manufacture this graphics tile - not a big surprise since Intel has also placed substantial manufacturing orders for discrete Arc cards with the Taiwanese foundry.
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