Intel Meteor Lake tGPU mass production reportedly delayed till end of 2023

Intel 14th Gen Core mass production might be delayed

According to a report from TrendForce, Intel Meteor Lake may face further delay.

It is said that Intel is canceling orders for 3nm node for its Meteor Lake GPU at TSMC. What Intel officially lists as “External N3” is TSMC N3 node which is to be used by GPU tile (tGPU) on 14th Gen Meteor Lake CPU package.

It is not stated why, but Intel reportedly canceled the most of the N3 orders at TSMC for Meteor Lake and only a small amount will remain on order for engineering verification. TechPowerUP reports that means TSMC 3nm production line expansion slow down and as a result the semiconductor company to cut their CapEx for 2023.

According to TrendForce research, Intel plans to outsource the tGPU chipset in Meteor Lake to TSMC for manufacture. Mass production of this product was initially planned for 2H22 but was later postponed to 1H23 due to product design and process verification issues. Recently, the product’s mass production schedule has been postponed again to the end of 2023 for some reason, nigh completely cancelling 3nm production capacity originally booked in 2023 with only a marginal amount of wafer input remaining for engineering verification.

— Joanne Chiao, TrendForce

Intel Meteor Lake will not be the only delayed product though. Intel data-center Sapphire Rapids CPU series which were originally supposed to ship by the end of last year, are now rumored to reach volume production no sooner than Q1 next year.

Furthermore, Intel Arc Alchemist GPUs were supposed to launch in Q1 this year, but the company had severely changed their rollout plans. In Q3, only one desktop product has been released and only two mobile GPUs have been tested.

Intel delays:

• (Data-center CPU) Sapphire Rapids: Q4 2021 → Q1 2023
• (Desktop GPU) Arc Alchemist: Q1 2022 → Q3 2022
• (Mobile CPU) Meteor Lake:  2H 2022 → late 2023

Update

Source: TrendForce