Intel to fab Meteor Lake Die on Intel 4 Node / 20% higher clocks
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Imglidinhere
Intel needs to actually release Raptor Lake first before they start talking about what they plan to release whatever else is coming later. Focus on one project at a time, because wasn't Meteor Lake supposed to launch, originally, in like... 2020 or something? I get Covid set people back, because Zen 4 was supposed to launch end of 2021, but Intel is pretty well known for stating one thing and doing the literal opposite. Does anyone need a refresher on the 10nm ordeal that was started in 2016?
David3k
Well, they actually had planned to release Intel 10nm in 2015 (now called "Intel 7") and to have moved on to Intel 7nm in 2017 (now to be called "Intel 4")
Pic related.
[SPOILER="2011 roadmap"]
https://files.catbox.moe/42cdp9.png
[/SPOILER]
We all know how that went.
Intel likes to talk big because it is what investors what to hear. To be quite honest, whatever Intel has been doing for decades is clearly working because they're still the powerhouse they are today.
tunejunky
on a personal level and as a person who wants technology to progress, i agree with your sentiment.
on a business level it is, as the Brits like to say, bollocks.
Intel had to get off of some of its cash hoard to get (new) investors following the years of 10nm futility.
mind you, that cash hoard would put a Tolkien's dragon to shame, still does.
but the fact is now they have to produce and show progress because of US Government contracts after being the recipient of the lions share of the Supply line legislation.
this is the stuff being built in Ohio and Regensburg and public monies have been taken in both places, so although this is somewhat of a marketing exercise it is also a statutory requirement for US and EU.
tunejunky
in the "meat" of this announcement the biggest news is the 2x Area Scaling. which doubles transistor density.
this is very big news and i believe it's true as this would be "following the money".
i sift through their earnings reports (and calls) because that's the primary way of seeing what they are doing so (as a "small potatoes" investor) i can sort out their partners to invest in (like ASML).
area scaling has long been the strength of Intel (and why 10nm++++++++++++++++++++ 😎 lasted so long)
and it's the one area out of all the delayed node nonsense that has seen progress that matches the investment.
for the last two years i've been saying "pass" to AL and RL, and a hard pass at that. AL and RL are more interesting to me as transitional placeholders than exemplars of Intel's true skills.
the biggest "superpower" Intel has is Marketing which has spun gold from the straw of AL (and soon to be RL) and allowed Intel to lose the "node wars" while keeping income flowing in.
when ML comes out there will be a historically interesting market between AMD and Intel. and one that will have customers in the winning seat as both are revolutionary in their own ways.
QLord
Since Intel 4 will be produced at Fab 34 in Ireland and given Fab 34 received their first UEV tool transplanted from Oregon in April ’22, then keeping in mind that Intel is only receiving 1 EUV tool per month, Fab 34 will not have received all 13 EUV tools required for Meteor Lake until May ’23.
Once the last tool is installed, an additional 3-4 months for calibration, puts the beginning of Risk Production around 4Q23.
This schedule seems to indicate that Meteor Lake will not start Volume Production in ’23.
If Intel releases Meteor Lake before 2024, it will likely be from low yield (<20%) Risk Production, similar to Samsung 4nm (<20% yield).
Venix
Does this mean 6-6.5ghz ?? Seems ...far fetched really , but if they can they would I guess .
