I got news for you. By 2023 Intel will be down to 3nm also.
TSMC N3 iGPU tiles/chiplets? Yes. in 2023 they highly likely will have those.
Intel 3 desktop x86 cores in 2023 ? Probably not. That is stretch.
1. Intel 4 ( old "Intel 7nm") slid from 2021 -> 2022 . Going from Intel 4 to 3 in 12 months. Really? After turning in 12 , 18 month type schedule slides, if Intel get that down to just 3-4 months that would be big progress. I think the slideware says Q4 2023 ... but reality is likely 1H 2024.
2. Even if Intel 3 is working at reasonably good volumes the pressure on Xeon SP line up is likely going to be greater. If Gen 13 (Raptor lake) desktops and Gen 14 (Meteor Lake) mobile processors get good traction then good chance they won't prematurely kill them.
3. The "Lunar Lake" rumors of 8P + 32E smells like somebody is doing a "monkey see, monkey do" copy to get to a core count of 40 without much real insight. It just looks like some of the thinking that went into Rocket Lake (backporting 10nm to 14nm ) where just kind of throwing stuff at the wall to see if it sticks because so freaked out about the competition. Smells like something cooked up by the marketing department and/or "nerd lust" rather than thoughtful engineering.
And probably running 40 cores or more also.
That isn't hard since they have already shown a 56 core count Xeon SP Gen 4 using "Intel 7". If get to Intel 3 and can't keep the same core count then something is wrong.
As stated above though.... 38 E cores. Errrr, I doubt that will work out like you are portraying it will on Windows. ( or Linux) for vast majority of workloads. Intel make be a tech porn benchmark king, but there is a pretty good chance lots of folks will opt out of buying those extreme SKU models.
They purchased at least 12 of the machines TSMC uses to make their 5nm chips.
Given that need those for Intel 4 and Intel 4 is suppose to volume ship in 2023 with the laptop Gen 14 ( Meteor Lake) aimed at laptops , that is actually a pretty low EUV machine count. That is why it won't be surprising to see the iGPU tile/chiplet outsourced to TSMC to unload the wafer consumption internally. And the mainstream GPU products to just sit on TSMC also for 3-5 years.
Intel underinvested in EUV equipment for 2-3 years and it will take at least 2-3 years to dig out of that hole.
This is not difficult rocket science. anyone that can afford the cost of those chip making machines TSMC uses and years of CPU knowledge like intel can make 3nm CPU's.
Intel has to "walk the walk" before they can talk about bragging. They've got no high volume EUV fab line running. Intel 4 is likely working but can they ramp to volumes needed to cover their laptop , server, HPC-GPU , and desktop needs? They have hit the wall a couple of times and peeled out tiles to TSMC.
AMSTERDAM : Intel has placed the first order with ASML for a new, advanced chipmaking tool that will cost "significantly" more than $340 million, as semiconductor manufacturers look to get ahead in a booming industry. Alongside better-than-expected fourth-quarter earnings, ASML said on Wednesday...
www.channelnewsasia.com
That is mainly about NA-EUV fab machines that won't be production ready until 2024-2025. It is an inflection point where Intel can possibly catch up but it does extremely little to fill the large "hole" in just 'plain' EUV fab machines volume that they just don't have.