News Intel Postpones Production of Meteor Lake's 3nm GPU Tile at TSMC, Trendforce Claims

[Admin]

As Intel delays volume production of Meteor Lake's GPU Tile, TSMC might need to reconsider expansion plan.

Intel Postpones Production of Meteor Lake's 3nm GPU Tile at TSMC, Trendforce Claims : Read more

 

[rtoaht]

TSMC’s 3nm yield issue and delay is well known. It is rumored that the 5th version aka N3E aka 3nm++++ will have acceptable yield. So most customers like Intel, AMD, etc. might use that since that is more cost effective. There is a chance that Apple might opt for the N3B aka 3nm+ since Apple is willing to spend more money and take the yield hit.

 

[watzupken]

I feel Intel must be panicking now. They are facing delays across most of their core products. The more delays they face, the more competitors are going to chip market shares away from them. I think this is the pitfall when Intel was on a roll announcing many “exciting” products/ roadmaps, but now delaying one after another.

 

[TerryLaze]

Everybody is decreasing production right now due to the economy so who is going to chip away any marketshare?
A competing company would have to take an enormous risk and increase production in a time where sales are most probably going to go down just to in the end not make any difference at all to intels bottom line because whenever they are finally going to release something they are going to sell huge numbers anyway.