News Intel Preps 3nm GPU, Server Chips: Rumor

[Admin]

First rumors about Intel's plans for TSMC's N3 begin to emerge.

Intel Preps 3nm GPU, Server Chips: Rumor : Read more

 

[Giroro]

Maybe something got lost in translation. It might not be TSMC N3. It could be Intel 3, which I think is actually a rename of 14nm++++++ superfin turbo HD remix.

 

[peachpuff]

How the mighty have fallen... using its competitors manufacturing capabilities. There must of been a lot of gasps at intel when they announced this.

 

[Co BIY]

They have been one of TSMC's largest customers for many years now. With demand for all production capacity worldwide completely overwhelming this is the fastest way to grow. They have proven they have the ability to sell everything they can make now and probably quite a bit of what others can make for them. Just to maintain market share they have to add capacity.

All the major fabs are limited in how fast they can add capacity by how many machines/tools they can get from ASML.

 

[JayNor]

The Xe-HPC compute tiles and Xe-HPG entire chip are reported to be built at TSM already. GPUs run pretty hot and take up a lot of room. I think Intel would use 3nm shrinks on these to get the space and power savings while holding performance the same. Intel can stack compute tiles on top of a different process io tile ... already demoed with Lakefield and in progress on Xe-HPC.

For the Xeon CPUs ... perhaps Intel is moving to large number of Atom tiles on some server chips as a direct response to Apple and other small core server solutions.

Also, the TSM hybrid bonding stacked SRAM appears to be ahead of Intel's hybrid bonding development, so perhaps 3NM tiles of stacked SRAM would give Intel an advantage over AMD's v-cache density. Makes sense.

 

[mdd1963]

No reason to doubt any of these rumors, I mean, given the history of prompt rollout of 10 nm to the desktop the last half a decade or so...(and counting...)

 

[zodiacfml]

glad you mentioned SoC or products of smaller Android vendors. early 3nm will definitely be low volume, better to sell the wafers to smaller companies for the meantime.