Intel Reportedly Postpones TSMC Order for Arrow Lake Tiles to Q4 2024

From ExtremeTech: A new report from sources in Taiwan paints a sobering picture of Intel’s CPU plans for next year. The company will supposedly launch Meteor Lake this year, then follow it up with Arrow lake in early 2024. However, sources speaking to DigiTimes report Intel will delay placing its order for Arrow Lake’s tiles from TSMC until the end of 2024. It would mean Intel wouldn’t be able to launch in volume until sometime in 2025. That could deal a huge blow to its launch cadence and leave a massive gap between Raptor Lake and its successor, Arrow Lake.

Exacerbating the situation is a new report that there will be no Meteor Lake desktop CPUs. Instead, it’ll be mobile-only, a rumor we’ve heard before.

DigiTimes says its sources are “PC makers” in the paywalled article (via Techpowerup). The report said Intel will use TSMC’s 3nm node for the iGPU in Arrow Lake. It was originally going to use that 3nm node for Meteor Lake’s iGPU tile, so perhaps Intel is sticking with N4 or N5 because that’s coming out this year, supposedly. Since Intel won’t be putting in its Arrow Lake order for almost two years, we wonder what it will do for desktop users between now and then. As we reported previously, these delays have reportedly caused Intel to plan a Raptor Lake refresh this year instead of a Meteor Lake desktop part to replace it. Now a reliable leaker is stating Meteor Lake desktop is indeed cancelled.

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