Intel Reportedly Delays TSMC 3nm Orders for 15th Gen Arrow Lake CPUs

silversurfer

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In late January, we reported that Intel secured a leading "cloud, edge, and data center solutions provider" that will use its Intel 3 node. Intel is bolstering its efforts to sign lucrative contracts for its Intel Foundry Services arm, a lynchpin in CEO Pat Gelsinger's efforts to increase revenue.

But while Intel produces most of its chips (and produces chips for other vendors), it also has contracts with competitors like Taiwan Semiconductor Corporation (TSMC) to produce chips for its Arc discrete GPU family. To that end, DigiTimes reports that Intel's collaboration with TSMC on products using the latter's 3nm node has hit a slight snag.

Previous reports indicated that Intel's 15th generation disaggregated multi-tile/multi-chiplet Arrow Lake processors, which will purportedly use TSMC 3nm for the GPU tile, would launch in Q3 2024. Now, it's reported that Intel is delaying orders with TSMC until Q4 2024. So if this report is accurate, the first Arrow Lake processor will trickle in late Q4 2024 into Q1 2025.
 

MuzzMelbourne

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Poor old Intel, not having a good time of it lately.

Intel slashes dividend by nearly two-thirds to shore up cash as chip giant braces for a tough year​

 

silversurfer

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Pat Gelsinger, chief executive of Intel, this week addressed rumors that the CPU giant was delaying products made using the company's own Intel 3 and TSMC's N3 (both are 3nm-class) fabrication technologies. The CEO re-emphasized that all 3nm projects announced so far were set to be released in 2024.

"The 3nm programs are on track, both that with TSMC as well as our internal Intel 3 programs Granite Rapids and Sierra Forest in particular," said Gelsinger at the company's Intel Capital Allocation Update conference call. "I am somewhat amazed by some of these rumor mill discussions that come out. You might notice there were similar ones on Intel 4 a few months ago, and also with some of our other TSMC programs, which were patently false at the time as well."
 
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