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.)

 

[511]

The part that should concern is that Intel has chosen the least performance, smallest possible CPU die for 18A only. It would be one thing if this was the very first part they've ever done on 18A, but isn't Panther Lake, which is also supposed to use 18A supposed to have been in full rate production and general sale for a good 6 months+ by that point? Either they have very little confidence that 18A can hit the desktop performance targets they need, or they will be massively capacity constrained and will only make what can get high volume on that in house mode.

This is on 18AP not 18A

 

[Magio]

LOL
when Intel changes products from 18A/AP to N2 - 18A is sh**
when Intel gives up foundry due to money problem - doesn't matter

Money problems, technical problems, what's the difference if the end result is that Intel Foundry is screwed in either case?

 

[Josh128]

18A / 18A-P are obviously shat, either perf wise and/or capacity wise, and/or readiness compared to N2, or else Intel would be putting more on it. Panther Lake for laptops is likely going to eat up most of the limited capacity, so it makes sense if less desktop (lower margin/area) designs are done on it, especially if some performance is lacking.

Meanwhile, former Intel CEO Craig Barrett is calling for Trump to force US chipmakers to invest in a USA "fab consortium" to keep Intel fabs viable. Should make for a terrible hit on stock prices for all big hardware producers should this come to pass.

 

[LightningZ71]

This is on 18AP not 18A

Then it's likely the same machines with further process refinements?

 

[Josh128]

Then it's likely the same machines with further process refinements?

Theres nothing more advanced than high NA EUV, so yes.

 

[Magio]

Theres nothing more advanced than high NA EUV, so yes.

18A is regular EUV. 18AP should be too.

14A will be the High NA node... Unless it gets canned.

 

[OneEng2]

18A is regular EUV. 18AP should be too.

14A will be the High NA node... Unless it gets canned.

Intel jumped all over High NA equipment too. It just seems like Intel was desperate to reclaim process leadership through spending the most money on the most cutting edge next gen equipment and processes.

It's also like they completely forgot how badly 10nm went when they tried a similar thing (arguably 10nm was considerably less risky than 18A and most certainly 14A).

We are supposed to see PTL this year. It is still possible that BSPDN and GAA provide a very good PTL processor .... albeit at lower clocks... but then laptops generally have lower clocks anyway.

We will see soon enough.