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Intel Meteor Lake Chips Delayed To 2024, TSMC Delays 3nm Expansion: Report




Mass production of chipmaker Intel’s next big flagship processor, Meteor Lake, is expected to be delayed until 2024, reports say.

According to a TrendForce study, Intel will outsource Meteor Lake’s tGPU chipset to Taiwan Semiconductor Manufacturing Company (TSMC) for manufacturing.

“Mass production of this product was originally scheduled for 2H22, but was later delayed to 1H23 due to product design and process validation issues,” the report said.

Recently, the mass production schedule for this product was pushed back again to the end of 2023 for some reason, stating, “The 3nm capacity originally scheduled for 2023 has been completely canceled, leaving only a small amount of wafer input for engineering verification. Is not”.

Earlier this year, Intel said that Meteor Lake would “power up” this summer before shipping in 2023.

The incident “has had a significant impact on TSMC’s production expansion plans, and as a result, Apple has become one of the first wave of 3nm process clients from 2H22 to early 2023, with products including M-series chips and the A17 Bionic. ,” the report said.

With this in mind, TSMC has decided to slow down the progress of its production expansion.

In addition to formally informing equipment suppliers of the company’s intention to adjust equipment orders for 2023 due to the high cost of 3nm expansion, TrendForce said the move is part of TSMC’s 2023 capex plans. is expected to have an impact on

Apple’s new 2024 iPhones are expected to fully adopt 3nm processors.

“If Intel 4 fails to ramp up on schedule, Intel may outsource its compute tiles to TSMC, giving it a strong boost to growth in 2024.”

Intel reported a 25% decline in consumer chip sales in the second quarter, with revenue of $15.3 billion, down 22% year-over-year (YoY).

The company lost $500 million in profits from April to June, down 109% from $5.1 billion in the second quarter of last year.



(Only the headlines and photos in this report may have been modified by Business Standard staff. The rest of the content is auto-generated from syndicated feeds.)

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