Discussion Intel Meteor, Arrow, Lunar & Panther Lakes Discussion Threads

[Tigerick]

As Hot Chips 34 starting this week, Intel will unveil technical information of upcoming Meteor Lake (MTL) and Arrow Lake (ARL), new generation platform after Raptor Lake. Both MTL and ARL represent new direction which Intel will move to multiple chiplets and combine as one SoC platform.

MTL also represents new compute tile that based on Intel 4 process which is based on EUV lithography, a first from Intel. Intel expects to ship MTL mobile SoC in 2023.

ARL will come after MTL so Intel should be shipping it in 2024, that is what Intel roadmap is telling us. ARL compute tile will be manufactured by Intel 20A process, a first from Intel to use GAA transistors called RibbonFET.





Intel Core Ultra 100 - Meteor Lake



As mentioned by Tomshardware, TSMC will manufacture the I/O, SoC, and GPU tiles. That means Intel will manufacture only the CPU and Foveros tiles. (Notably, Intel calls the I/O tile an 'I/O Expander,' hence the IOE moniker.)

 

[Gideon]

Yeah, the amount of bad press coming in such a short timeframe did look suspicious, grounded or not.

It's been clear since last summer that the contingent within Intel that wants to give up manufacturing has been strategically leaking info to Reuters to drive their narrative. It started out with with the "Broadcom doesn't like 18A" and "Intel missed out on PS6" stories, both of which were dubious in the framing of some of the information presented, that paved the way for Gelsinger's dismissal and has continued since.

Now, just because there seems to be a goal behind that constant stream of stories doesn't mean they're not accurate. But the good thing with this one is that if it's true, PTL cannot and will not launch near its planned window.

 

[jpiniero]

Well... what matters is what the salvagability is of Panther Lake. In particular the 5 model. If yields were bad, they could just cut the core count of the 5 model and maybe also do a 3 model (or even "Intel Processor")

Although Arrow and Lunar didn't cut the core count. Course that's likely because they were fabbed at TSMC.

 

[511]

Although Arrow and Lunar didn't cut the core count. Course that's likely because they were fabbed at TSMC.

225H?
LNL 7 core iGPU/5 Core NPU in U5

 

[DrMrLordX]

10% PTL yields by the summer sounds so catastrophically low I don't even know how they could launch PTL (even in limited volume) by early 2026 if it's an accurate figure.

10% yields on such small dice would be catastrophically-bad. That's probably worse than the Ice Lake-SP situation. Anything 40% and below means setting wafers on fire just to get product out the door.

 

[511]

That's a repeat of 10nm lol 😂

 

[511]

From TPU

 

[Magio]

10% yields on such small dice would be catastrophically-bad. That's probably worse than the Ice Lake-SP situation. Anything 40% and below means setting wafers on fire just to get product out the door.

And hell, back with Ice Lake at least they had DUV capacity to brute force once they really wanted product out the door. They already have limited EUV wafers, there is no way to deliver PTL at any sort of scale with yields like that.

And not delivering PTL means screwing their OEM partners whose 2026 plans all hinge on this, which in turns blows the door wide open for AMD and Qualcomm to take over in that space.

If this is accurate, Intel is several orders of magnitude more screwed than we thought they were.

 

[Kepler_L2]

10% PTL yields by the summer sounds so catastrophically low I don't even know how they could launch PTL (even in limited volume) by early 2026 if it's an accurate figure.

They did it with Ice Lake

 

[jpiniero]

They did it with Ice Lake

They did have a lot more 10 nm capacity then tho.

 

[adroc_thurston]

PTL cannot and will not launch near its planned window.

Mind that the 'planned' PTL launch is the meme volume 12 gfx core SKU.