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Announced last year, Intel's Meteor Lake chips will be its first multi-chiplet design to integrate an application processor, graphics processing unit, and connection chips into a single Intel Foveros advanced package.
Intel initially said that the Meteor Lake CPUs would be manufactured with its own 7nm process, which it calls "Intel 4." At its most recent earnings call, Intel CEO Pat Gelsinger said that Meteor Lake would be the first Intel product made using Intel 4 and that prototypes had already successfully booted Windows 12 and Linux.
Now, sources speaking to DigiTimes claim that Intel is considering placing orders for all of the chip blocks used in the Meteor Lake CPUs with TSMC, Apple's sole chip supplier.
This claim seems somewhat dubious. If the Intel 4 Compute tile and completed SoC is all the way through the validation process of booting Window,Linux.Chrome then it is relatively pretty skeptical that Intel go back and 'reflow' the Compute tile on a completely different fab process. So "all of the chip blocks" seems to be an overreach on connotation. There might be a specific subset of a Gen 14 ( Meteor Lake) SoC line up that leans on TSMC more heavily (Intel has a dozen, or more, different SoCs to do). But the whole product line? Probably not.
Gen 14 was going to have some TSMC tile in it regardless, as the iGPU tile was always on track to be TSMC. ( given the mainstream dGPU work is all on TSMC, that only makes it consistent. )
If Intel was going to "reflow" something it seems more likely they would reflow a GPU part that was either TSMC N6 or TMSC N3 down to / back up to N5. TMSC N3 appears to have a longer than previous options gestation process. If Intel wanted to use N3 for the GPU tiles but they aren't going to get the volume throughput they wanted they could do an "smaller than wanted" iGPU tile with N5 instead of N3. And use those on desktops that had a smaller iGPU anyway. [ If it is a 'small' iGPU why throw N3 at it if going to crank up costs and/or cause a supply chain problem? ]. Also if N3 is constrained and Intel plans to have dGPUs on N3 late 2023 ... getting small iGPUs off of some of those limited N3 wafers would be a huge help.
There was talk of an "Arrow Lake" that was going to be on TSMC N3
Intel has indicted that Meteor Lake is using an Intel 4 [ chart in article is little wonky about 20A being in Meteor Lake. I suspect someone copy and pasted from the Arrow Lake colum. ]
Intel confirms Arrow Lake and Lunar Lake During Intel’s Investor’s Meeting 2022, the company’s CEO Pat Gelsinger confirmed three product series planned for the 2024 launch. For the first time, Intel confirmed Arrow Lake will succeed Meteor Lake as a client product (Intel Core series). This is a...
videocardz.com
At some point early in the Arrow Lake design process there was an N3 Compute tile. (leaked by AdortedTV much earlier).
Intel Arrow Lake-P GPU confirmed feature up to 320EUs Just a few days ago Intel officially confirmed it will launch Arrow Lake architecture by 2024. This successor to Meteor Lake is now confirmed to utilize a combination of three process nodes. It will also take advantage of Intel’s new die...
videocardz.com
On the leaked slide Arrow Lake's compute tile is 'N3' which presumable would be TSMC N3. (Although there is an Intel 3 also which likely why changed plan. )
It may not be that Intel 4 doesn't work, but that Intel EMIB/Foveros doesn't have the throughput that Intel wants/needs. Going to all TSMC for the 'tiles'/chiplets could let Intel offload some of the 2.5D/3D packaging off to TSMC for a subset of a SoC lineup.
For Apple the 'M1' , 'M1 Pro' , and 'M1 Max' are monolithic c dies. If Intel is going to try to compete with those mostly monolithic packages with complex 2.5/3D packages then there is manufacturing throughput they'll have to make up ground on. Does Intel even have enough packaging facilities to soak up load of switching a huge percentage of the product line up into complex packaging?
[ Somewhat sketipcal that TSMC could soak up all of Intel's complex packing volume either. The "overflow" ? Yes. All of it? "probably not if Intel disaggregates mainstream laptop, desktop , parts of dGPU, high end Xeon SP (and parts of W) and all of HPC gpGPUs ]