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Intel Lunar Lake Launch

M

Maximus

Well-known member
Maximus said:
Now all the high end laptop CPU/GPU tiles are tsmc made:
CPU: Apple M3 (N3B), Intel Lunar Lake (N3B), AMD AI 300 (N4), Qualcomm Snapdragon X Elite (N4)
GPU: Nvidia RTX4000 mobile (N4), AMD RX7000 mobile (N5/N6)
Once Intel Arrow Lake is announced, all high end desktop CPU and GPU tiles will be tsmc made too.

www.tomshardware.com

Intel launches Lunar Lake: claims Arm-beating battery life, world’s fastest mobile CPU cores

Aiming for the battery life crown.
www.tomshardware.com www.tomshardware.com
Click to expand...

In an announcement Intel released today for the progress of 18A, Intel stated that Arrow Lake will be manufactured by an external partner (TSMC? ) instead of the Intel 20A.

Intel Manufacturing Business Suffers Setback as Broadcom 18A Tests Disappoint

By the way, it does not say that Broadcom will not use 18A. PDKs are easily improved and I'm sure it is "maturing" as we speak. I have no doubt 18A will be in HVM next year. I just think TSMC N2 will win the node like N3 did, minus a couple of customers namely Intel and possibly some Broadcom...
semiwiki.com
 
Last edited:
hist78 said:
In an announcement Intel released today for the progress of 18A, Intel stated that Arrow Lake will be manufactured by an external partner (TSMC? ) instead of the Intel 20A.

Intel Manufacturing Business Suffers Setback as Broadcom 18A Tests Disappoint

By the way, it does not say that Broadcom will not use 18A. PDKs are easily improved and I'm sure it is "maturing" as we speak. I have no doubt 18A will be in HVM next year. I just think TSMC N2 will win the node like N3 did, minus a couple of customers namely Intel and possibly some Broadcom...
semiwiki.com
Click to expand...

It's a bad look for potential foundry customers watching closely how Intel develops 18A and advanced technologies ... and from where they source their product semiconductors.
 
hist78 said:
In an announcement Intel released today for the progress of 18A, Intel stated that Arrow Lake will be manufactured by an external partner (TSMC? ) instead of the Intel 20A.

Intel Manufacturing Business Suffers Setback as Broadcom 18A Tests Disappoint

By the way, it does not say that Broadcom will not use 18A. PDKs are easily improved and I'm sure it is "maturing" as we speak. I have no doubt 18A will be in HVM next year. I just think TSMC N2 will win the node like N3 did, minus a couple of customers namely Intel and possibly some Broadcom...
semiwiki.com
Click to expand...
In the end of this year:
Desktop:
CPU: Apple M3 (tsmc N3B), Intel Arrow Lake (tsmc N3B), AMD Zen5 (tsmc N4)
GPU: Nvidia RTX4000 (tsmc N4), AMD RX7000 (tsmc N5/N6)

Laptop:
CPU: Apple M3 (tsmc N3B), Intel Lunar Lake (tsmc N3B), AMD Ryzen AI300 (tsmc N4), Qualcomm Snapdragon X Elite (tsmc N4)
GPU: Nvidia RTX4000 mobile (tsmc N4), AMD RX7000 mobile (tsmc N6)
----
The stickers of "Intel inside" should be replaced by "tsmc inside"?
 
Maximus said:
In the end of this year:
Desktop:
CPU: Apple M3 (tsmc N3B), Intel Arrow Lake (tsmc N3B), AMD Zen5 (tsmc N4)
GPU: Nvidia RTX4000 (tsmc N4), AMD RX7000 (tsmc N5/N6)

Laptop:
CPU: Apple M3 (tsmc N3B), Intel Lunar Lake (tsmc N3B), AMD Ryzen AI300 (tsmc N4), Qualcomm Snapdragon X Elite (tsmc N4)
GPU: Nvidia RTX4000 mobile (tsmc N4), AMD RX7000 mobile (tsmc N6)
----
The stickers of "Intel inside" should be replaced by "tsmc inside"?
Click to expand...
For all companies Nvidia/Apple Included 🤣🤣 at least intel packs their own stuff
 
Maximus said:
In the end of this year:
Desktop:
CPU: Apple M3 (tsmc N3B), Intel Arrow Lake (tsmc N3B), AMD Zen5 (tsmc N4)
GPU: Nvidia RTX4000 (tsmc N4), AMD RX7000 (tsmc N5/N6)

Laptop:
CPU: Apple M3 (tsmc N3B), Intel Lunar Lake (tsmc N3B), AMD Ryzen AI300 (tsmc N4), Qualcomm Snapdragon X Elite (tsmc N4)
GPU: Nvidia RTX4000 mobile (tsmc N4), AMD RX7000 mobile (tsmc N6)
----
The stickers of "Intel inside" should be replaced by "tsmc inside"?
Click to expand...

You can add those AI Accelerators to the picture too. No matter it's from Nvidia, AMD, Google, Amazon, Microsoft, Facebook, Tesla, and Intel (yes, Intel), they are coming out from TSMC's fabs.
 
hist78 said:
You can add those AI Accelerators to the picture too. No matter it's from Nvidia, AMD, Google, Amazon, Microsoft, Facebook, Tesla, and Intel (yes, Intel), they are coming out from TSMC's fabs.
Click to expand...
Jensen Huang gave introduction to Morris Chang's speech in 2014:
Quote start from 8:30
"This is the only company I know at this moment there's something in your possession right now that is manufactured by them....... There's no others. So there's basically air, and tsmc. :ROFLMAO:
 
Maximus said:
Jensen Huang gave introduction to Morris Chang's speech in 2014:
Quote start from 8:30
"This is the only company I know at this moment there's something in your possession right now that is manufactured by them....... There's no others. So there's basically air, and tsmc. :ROFLMAO:
Click to expand...

This is one of my favorite videos for understanding the fabless/foundry business. In the video, there are three important people who have had a lasting and significant impact on the semiconductor industry as we know it today: Morris Chang, Jensen Huang, and the host, then-Stanford President John Hennessy.

"Hennessy, a pioneer in computer architecture, joined Stanford’s faculty in 1977 as an assistant professor of electrical engineering. In 1981, he drew together researchers to focus on a technology known as RISC (Reduced Instruction Set Computer), which revolutionized computing by increasing performance while reducing costs. Hennessy helped transfer this technology to industry in 1984 by cofounding MIPS Computer Systems, which had an initial public offering in 1989. In 1998 he cofounded Atheros Communications a pioneer in WiFi technology and served as Chair of the Board until 2010. He is also the coauthor (with David Patterson) of two internationally used textbooks on computer architecture."

"Hennessy was the inaugural Willard R. and Inez Kerr Bell Professor of Electrical Engineering and Computer Science, and served as chair of Computer Science, dean of the School of Engineering, and university provost, before being inaugurated as Stanford’s 10th president. Currently, he serves on the board of the Gordon and Betty Moore Foundation, and is chair of the board of Alphabet (Google’s parent company)."

Source: https://hennessy.stanford.edu/biography
 
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