To be fair, Meteor Lake is a really big step. First time they use EUV litho in production,
That shouldn't be as much of an issue because Meteor Lake appears to be pretty close to just being a 'tick' shrink of about the same microarchitecture ( not a 'tock' or a heavy combo. ). Intel was suppose to get to EUV at end of 2021 so an extra 1-1.5 years.
I suspect the bigger hiccup that Meteor Lake could be these low-power E cores implemented on a completely different fab process and on another die. Multicore benchmarks that try to heavily lean on those to 'goose' the multicore scores might backfire in several contexts. Those are cores that apps shouldn't try to overtly use. [ allocation to those cores all driven by thread director and the host operating system only as appropriate. Very thread 'greedy' apps should just do ' minus 2' on the total core count on those packages. ]
first time they combine their new packaging technologies, mixing and matching Intel- and TSMC-manufactured tiles.
It isn't the first time for multi-vendor packaging. There was Intel + AMD dGPU that they tried. However, for Forveros specifically though the INtel Max GPU (Ponte Vecchico)
" ...
Die | Node | Contains | Area | Count | Total Area |
Base | Intel 7 Foveros | Switch fabric, 144 MB of L2 cache, IO to HBM and peer GPUs | 640 mm2 | 1 | 640 mm2 |
Compute | TSMC N5 | 8x Xe Cores | 40.31 mm2 | 8 | 322.47 mm2 |
RAMBO | Intel 7 | Four 3.75 MB banks of extra L2 cache each | 14.17 mm2 | 4 | 60.66 mm2 |
Xe Link | TSMC N7 | Cross-package links and switching logic | 74.12 mm2 | 1 | 74.12 mm2 |
The Max 1100 has 56 Xe Cores, so we’re looking at half of a PVC package
..."
Intel is a newcomer to the world of discrete graphics cards, and the company’s Xe architecture is driving its effort to establish itself alongside AMD and Nvidia. We’ve seen Xe variants…
chipsandcheese.com
Meteor Lake is more an issue of whether Intel can do this at volume and ' affordability enough' pricing , rather than 'can they do it'. For Meteor Lake they need to produce 2-3 orders of more magnitude more packages. That is going to be a significant issue.
Next year they will then make another generational step and move to GAA transistors and backside power delivery.
Intel already did PowerVia
A key feature of Intel's 18A and 20A nodes revealed
www.tomshardware.com
More telling issue is whether anyone else would want to use Intel4+PV . Also what is real difference between this and Intel 3 (and if they got distracted with this away from what really should put in work on Intel 3 on).
The 20A coming in 2024 appears to be an excessive amount of 'tap dancing' on the notion of "appear".
It also smacks a bit of misdirection away from Intel 3 , which is another 'can they ramp into high volume production' open question while still 'juggling' a steady stream of Intel 4 production. ( there is only one new addition to an Intel Fab to do all the production for Intel 4 in Ireland. That's it. ) . The server products being on Intel 3 makes it strategically pretty critical for Intel also. Server is not the 'print money' profits division it used to be. It also is more critical than mainstream desktop.
" ... Perhaps the most interesting thing about the demo was what wasn’t said, however: the process node used for Lunar Lake’s compute (CPU) tile. In Intel’s earliest (and still most recent) public roadmap, Lunar Lake was listed to be built on the Intel 18A process. However, other disclosures from Intel today indicate that they’re only going to be starting risk production of 18A silicon in Q1’2024. Which means that for Lunar Lake to be working today, it can’t be on 18A. ..."
www.anandtech.com
Pretty good chance that Lunar Lake is all "smaller die , all laptop" TSMC N3 (N3B by some recent reports. Intel sticking with what they initially mapped out to save costs and time. ). Not much of a huge gap between Arrow Lake and Lunar Lake except for some incremental improvements.
It won't be surprising if both 20A and 18A are both in 'at risk production' status basically all through 2024. Intel is going to point to "we are making batches" as 'appear in 2024'. How long those overlap in 'at risk' status will be an indicator of whether Intel is executing well or not.
They are iterating fast (they have to if they want to catch up to TSMC by '25), but aren't trying to do all at once (which was a major reason why they had so many problems with their 10nm process back in the day).
Intel isn't iterating fast as much as chopping fab process jumps into smaller pieces. Intel 4 and 3 is what used to be just a single process node increase for them. ( Intel 4 does a subset. Intel 3 finishes the rest). 20A does a subset ... 18A finishes the rest. That way they 'double' their marketing roll outs .
Yep, I think that's exactly what's happening. They may also not yet have enough EUV systems online to cover all segments with the newer processes. For their potential leading edge fab customers 18A will be the critical step.
I expect 18A is going to be relatively more expensive than any other option. Intel's 3D packaging is going to be critical because fab customers are probably going to want to put a relatively very small 18A die together with something else that is made on more affordable fab process that makes more sense. I think the high price is going to solve the potential 'high volume' problem there. Customers just won't buy very high wafer volume due to the cost.
Intel moving to pull 18A in front of reasonable availability of the ASML next gen EUV machines is going to put them into a similar 'boat' that TSMC got into with N3B . More multipatterning because at the tipping point the EUV fab machine generation can handle. All of that doesn't lead to 'affordable'.