Intel pushes back TSMC order for 3nm chiplet tiles to 2024

Intel pushes back TSMC order for 3nm chiplet tiles to 2024

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By Peter Clarke

Intel will delay orders for 3nm tiles with foundry TSMC until 4Q24, according to a Digitimes report that referenced sources at PC makers.

Intel had been expected to take 3nm chips from TSMC in 2022 and then pushed that back to 4Q23. A report in August 2022 had said Intel had decided to postpone the start of GPU tile production for its Meteor Lake processor on TSMC’s N3 node from late 2022 to late 2023.

Now the Meteor Lake processor is expected to have N5 GPU tile alongside a Intel4 (roughly 7nm EUV) CPU tile and launch in the 2H23.

The follow-on component is Arrow Lake which is expected to have an Intel20A (roughly 5nm EUV) CPU tile and an N3 GPU tile. The launch is expected late in 2024

The push out could be due to the depth of the chip market recession that is now being seen in 2023. However, Intel runs the risk of being outrun by the likes of AMD, Apple, Qualcomm and others as the TSMC 3nm is already up and running.

Intel shares lost 3.8 percent and TSMC shares lost 1.6 percent in the day after Digitimes report.

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