Translated by RetiredEngineer @ https://twitter.com/chiakokhua
1. Internally, Intel has initiated "emergency correction" of it's "platform blueprint’ and "own
process production capacity plans" for the next 1 year. It is widely rumored that CEO Pat
Gelsinger plans to visit Taiwan for the third time in August to meet with TSMC Chairman Mark
Liu and CEO C.C. Wei to discuss these revised plans.
2. Intel's 14th-gen Meteor Lake, originally planned to enter mass production at the end of 2022
for launch in 1H'2023, has been delayed to end of 2023. Since Meteor Lake's GPU tile is
outsourced to TSMC, this delay will disrupt TSMC's 3nm plans.
3. According to industry sources, Intel will pay a heavy price if Meteor Lake suffers a delay.
Intel and TSMC had already signed an outsourcing agreement elevating Intel to "heavenly
king" customer status. Earlier, there were rumors that TSMC, upon confirming receipt of Intel's
huge order, and in order to segregate from Apple, proceeded to convert what was originally
planned as an R&D Center and mini-line (P8~P9, at Baoshan Fab12 gigafab expansion phase)
into a second 3nm production site. Contractually, TMC would have been on schedule to
produce the 3nm GPU tile. However, if Intel's own Intel 4 compute tile is not ready for
production due to "market conditions" and process technical problems, and Intel wishes TSMC
to also delay production, then Intel will have to absorb all losses incurred.
4. But, there are also rumors that Intel is being forced to come up with another plan, which is to
proceed with production of the 3nm GPU tile as originally planned, and re-target/outsource
the compute tile to IMC 5nm or even 3nm. This may cause Intel to "lose face" but will allow
Intel to "temporarily catch its breath" and save costs.
Point 4 is very unlikely, but the delay on the Meteor-Lake is something that was discussed currently at the hardware leakers.