Another LTD failure to deliver
https://wccftech.com/intel-arrow-lake-cpus-rumored-to-drop-20a-node-utilizing-tsmc-3nm-instead/
5 replies (most recent on top)
Not true
The rumor came from Golden Pig. Should be accurate. How about 18A?
Haha, I am glad to tell you this rumor is wrong.
According to PG, 5N4Y is on track, this was reiterated in the Q1 prepared remarks. So what happened? Will there be more groveling and backpeddling in the Q2 earnings call?
Looking first at the progress we are making with our process roadmap — we remain on track to regain transistor performance and power performance leadership by 2025. Relative to five nodes in four years, notably, two out of these five nodes, Intel 7 and Intel 4, are now essentially done. Intel 7 is in high-volume manufacturing, and Meteor Lake on Intel 4 is ramping production wafer starts today for a second-half product launch. We are quickly mastering EUV technology with Intel 4 as our first EUV node.
As we focus on the next three nodes, Intel 3 is on track and as we highlighted in our recent Data Center and AI (DCAI) webinar, Sierra Forest will begin shipping in the first half of 2024, with Granite Rapids shortly thereafter, both on Intel 3. We also have significant milestones planned in Q2 for Intel 3, Intel 20A and Intel 18A, and look forward to providing more details as we execute.
Overall, we are squarely on-track to deliver five nodes in four years.
Source: https://d1io3yog0oux5.cloudfront.net/_ed9f904956de7f51fd10a713430f24a7/intel/db/887/8943/prepared_remarks/CXinvestorreport23.jtb.pdf
Who could have predicted that we would fail to deliver yet again