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Intel Meteor Lake Reportedly Delayed Until End of 2023, Will Have Knock-On Effects for TSMC

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Based on a report by TrendForce, Intel has yet again had to push back its upcoming Meteor Lake CPUs and it now appears that Intel will only be launching Meteor Lake towards the end of 2023. It's unclear why there has been yet another delay, but Intel is said to have cancelled most of its orders with TSMC for the 3 nm tGPU that Intel will have made at TSMC, for 2023. The knock-on effect of this, is that TSMC is said to be slowing down its production line expansion towards 3 nm, as the company is now unsure if it'll be able to fill its order books for all of 2023. TSMC's main customer for the 3 nm node is still going to be Apple, but with the loss of what is likely to be around six months worth of production from Intel, TSMC is said to be considering cutting its CapEx for 2023.

TSMC's other customers, such as AMD, MediaTek and Qualcomm aren't planning on moving to 3 nm until 2024, so unless there's a change in plans from either of these companies, or increased demand from Apple, TSMC is said to hit the brakes when it comes to starting up new, cutting edge production lines next year. TSMC is also likely to see reduced revenues during 2023 due to Intel's change of plans, although it's too early to make any assumptions. TrendForce also suggests that Intel might still use TSMC's 3 nm node as a backup plan, if Intel would fail to execute on moving to the Intel 4 process, but considering how complex it is to move a design between different foundry processes, this seems unlikely.



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The intel struggle bus is real
 
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The intel struggle bus is real

Defiantly worried about intel hitting their launch targets... Even if they have very competitive products it won't matter if they are 6-12 months late.
 
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Defiantly worried about intel hitting their launch targets... Even if they have very competitive products it won't matter if they are 6-12 months late.
2-3 years surely? 6-12 months would be a miracle.

ExMWunEVIAEHsTz_result.jpg

 
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Intel needed this, to relax and fix that which is broken with it.
 
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Trying to be a little more optimistic :laugh:
Hi,
Hard to believe intel would stop releasing lakes just like that
What will they make money on = not gpu's :laugh:
 
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Hi,
Hard to believe intel would stop releasing lakes just like that
What will they make money on = not gpu's :laugh:
I'm sure we'll get an interim product for 2023, whatever it may be.
 
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I'm sure we'll get an interim product for 2023, whatever it may be.
Then again, one chip per year and one socket every two years should be enough, right?
 
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Then again, one chip per year and one socket every two years should be enough, right?
But if Raptor Lake launches this year and production of Meteor Lake only kicks off at the end of 2023, what does Intel launch in 2023?
 
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Hi,
They can always retroll HEDT users if they get bored :laugh:
 
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More worried about actions of PLA right now causing more delays for all launches than Intel's struggles.
 
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WOW, I'm soooooooo surprised.....

Said absolutely N.O.B.O.D.Y.... :D

Definitely moving to team red when Ryzen 7xxx becomes available...
 
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China getting ready to invade and Intel is pulling out? Sounds like a good move, AMD may be left high and dry with no good foundry to use while war is in the region. Intel meanwhile will dump some of its own money and US tax money into building a foundry in the US to minimize production interruptions
 
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WOW, I'm soooooooo surprised.....

Said absolutely N.O.B.O.D.Y.... :D

Definitely moving to team red when Ryzen 7xxx becomes available...
Hi,
Yeah amd is going to be sick awesome :D
 
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Hi,
Yeah guess redesigning to add that awesome 3d cache amd came up with is kicking intel's ass :cool:
 
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ppn

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Well just let Nvidia or AMD borrow the N3 node then. What's the problem. We need real GPus that can actually push past 80fps, not these broken integrated GPU tiles worth of wasted sand shaped into 96-192 Execution units, when 128 units in A380 is 7200M transistors, same as GTX 1080, but performs like GTX 780, Just go back to the drawing board.
 
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There are huge problems at Intel.

Manufacturing still recovering (with a question mark).
Sapphire Rapids delays because of a huge list of bugs.
ARC a disaster because of probably hardware and software problems.
Now a delay on a future product that was going to be build by TSMC.

Are coffee shops in Intel's buildings at least running properly?
 
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But if Raptor Lake launches this year and production of Meteor Lake only kicks off at the end of 2023, what does Intel launch in 2023?
Well, yeah, an interim product as you say. Non-K parts, or mobile chips, or another "i7-4790".
 
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