Ajay
Lifer
- Jan 8, 2001
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@Ajay
Last I heard, Intel will be supplementing Intel 4/Intel 7nm with TSMC N3 but may be limited to 20kwpm from them as well, for an indeterminent period of time (having 20kwpm from your own fabs is different from having that allocation from TSMC for only a few months). And Intel is going to have to share Intel 4 and TSMC N3 wafers across their entire product lineup: Granite Rapids, Xe, Meteor Lake, and other crap.
Meteor Lake may not even show up on the desktop. Some were saying it was mobile-first or potentially mobile-only.
That's what I am wondering. Oh, and thanks for the correction (Granite, not Sapphire Rapids).
If suppose the CPU portion of the chip is 1/3rd of the chip area, then it would require about 1/3rd the rate. 20KWPM is about 1/3rd of 65KWPM. Plus, since it isn't node locked to Intel, TSMC could fill in the gap. I just don't (yet) see the shortage. I'm not saying that it won't happen, I'm just saying that there isn't yet enough data that convinces me that Intel will have a production shortage. Now, suppose that the Meteor Lake GPU tile was also going to be on Intel 4, then you have a strong case.
Well, guess we don't know what the compute tile will be - how many cores, cache size, etc. Intel seems to be going larger on P Cores.