Gelsinger Fires back at Intel 3 and TSMC N3 delay rumors, Arrow Lake on 20A on track for 2024

[Xebec]

"The 3nm programs are on track, both that with TSMC as well as our internal Intel 3 programs Granite Rapids and Sierra Forest in particular," said Gelsinger at the company's Intel Capital Allocation Update conference call. "I am somewhat amazed by some of these rumor mill discussions that come out. You might notice there were similar ones on Intel 4 a few months ago, and also with some of our other TSMC programs, which were patently false at the time as well."

(and doubling down

Now, the company says that its Arrow Lake product comprising of a compute tile produced on Intel's 20A (2nm-class) node and a graphics tile made on TSMC's N3E is on track for 2024.

"So, no changes in the programs as have indicated," said Gelsinger. "Good solid execution on both the client, the server, and AXG [accelerated graphics] side. We are gaining momentum with foundry customers as well. So, I feel good that we have turned the corner on many of the execution challenges. You know, these rumors, like many others, will be proven by our execution to be firmly false."

Source: https://www.tomshardware.com/news/intel-ceo-fires-back-at-3nm-delay-rumors

 

[nghanayem]

Another point from that interview was Pat mentioning that equipment move ins for new fabs would mostly happen as firm customers commits come in for IFS. If memory serves from the investor day last year they also said they were going to help pay for new fabs with customer pre-pays ala how TSMC does it. So while new fabs are certainly a financial risk, it seems like smart choices are being made to reduce this risk to more manageable levels.