Intel tGPU Retreat Expected To Slow TSMC’s 3nm Ramp

A flaw in a GPU chiplet that will be part of Intel’s upcoming Meteor Lake processors will delay the rollout of Taiwan Semiconductor Manufacturing Company’s (TSMC) 3nm process technology, according to analysts.

Production of the tGPU (Tile GPU) chiplet at TSMC was originally scheduled for late 2022, but has been pushed back to early 2023 due to design and process verification issues. press releaseMost recently, Intel has again postponed its production schedule until the end of 2023, according to a Taipei-based market watcher.

An Intel spokesperson told EE Times that during the company’s recent Q2 2022 earnings call, CEO Pat Gelsinger said: And your lab. ”

Intel and Apple are TSMC’s main customers for 3nm chips, and TSMC is launching a new process node this year. According to three analysts surveyed by EE TimesIntel is increasingly relying on the world’s largest chip foundries to grow sales and eventually overtake TSMC as the world leader in manufacturing scale and chip process technology.

According to Trendforce, Intel’s slowdown will see the company’s 3-nm production almost shrink in 2023, leaving only a small amount of wafer output for engineering testing.

Intel’s reported delays are in line with the views of Mehdi Hosseini, Senior Equity Research Analyst at Susquehanna International.

“TSMC’s 3 nm advance in 2023 will be small, incremental steps,” Hosseini told EE Times. “I expect Intel to use [TSMC’s] N3b node, but not until late 2023. ”

TSMC does not divulge customer information, company spokesperson Nina Kao said in response to a Trendforce report.

TSMC has two variants of the 3 nm process, N3a and N3b.

Hosseini explained that Apple plans to use the N3b process to develop its M2 processors, which will also be adopted by Intel and Qualcomm.

“We expect overall 3 nm capacity to be at 30-40k wafers per month. [range], it’s not a big deal,” he said. N3e is a process node that will attract a wide range of applications and products that will be ready for production in 2024, he later added.

According to Trendforce, the glitch will force Apple to lead TSMC’s first wave of 3-nm clients in late 2022 and early 2023, with products like Apple’s M-series chips and A17 Bionic chips. increase.

Apple’s M1 Pro chip has 33.7 billion transistors, which is more than double the M1. (sauce: apple)

Supply chain problems in the chip industry that began during Covid more than two years ago continue to cause shortages, forcing smartphone and car makers to close factories and lay off workers. Semiconductor makers are investing record amounts in expansion to keep up with demand. Governments around the world are also offering subsidies to chip makers for investing in local production to help secure supply.

Due to the high cost of 3nm expansion, Intel’s delay will impact TSMC’s 2023 capex, which Trendforce predicts will be lower than 2022.

Last month, TSMC truncated the plan Spend more than $40 billion this year on capacity expansion. Expectations of inventory reductions in the PC and consumer electronics sectors have weakened the demand outlook.

TSMC’s Nina Kao told EE Times today:

According to Trendforce, TSMC may be looking at other advanced process clients such as AMD, MediaTek and Qualcomm to fill the gap left by Intel. All of these clients plan to manufacture 3nm products in 2024.

Intel has outlined its Meteor Lake plans which include TSMC.

“The Meteor Lake compute tile is our Leading Intel 4 process technologysome support tiles are manufactured by TSMC. August 2021 blogA tile is Intel’s term for what is known in the semiconductor industry as a chiplet.

If Intel can’t meet its schedule for advanced node production in-house, the company will likely outsource its compute tiles to TSMC. But if Intel does well, he will probably cut orders at TSMC, Trendforce said.

[This article has been updated. EE Times originally reported that Intel was not available to provide comment. Intel has since indicated that they expect to deliver their first disaggregated CPU built on Intel 4, Meteor Lake, in 2023. -ed. ]

post Intel tGPU Retreat Expected To Slow TSMC’s 3nm Ramp first appeared EETimes.

https://www.eetimes.com/intel-tgtu-setback-expected-to-slow-tsmcs-3-nm-ramp/ Intel tGPU Retreat Expected To Slow TSMC’s 3nm Ramp

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