Judging from the roadmap released at the investor meeting last week, Intel's product and technology roadmap before 2025 is very aggressive, not only to master the 5th generation CPU process within 4 years, but also to upgrade the externally commissioned FOUNDC process, and the GPU core of the 16th-generation Core Lunar Lake is on TSMC's 2nm process.
According to the roadmap released by Intel, last year's 12th generation Core and this year's 13th generation Of core Raptor Lake's GPU core display part are produced by themselves, and the CPU process is the same generation, which is intel 7 process.
From the 14th generation of Core Meteor Lake in 2023, it is different, because the architecture has been greatly changed, the first time a non-single chip design is adopted, and multiple small chip modules are flexibly integrated, including the next generation of hybrid architecture CPU, tGPU core display engine, AI acceleration unit, and the power consumption is very low.
Among them, the CPU module process is Intel 4, that is, the previous 7nm EUV process, and the GPU nuclear display unit is handed over to the foundry, Intel did not mention the specific name, but the tGPU and N3 process can basically confirm that it is TSMC 3nm process.
The 15th generation of Core Arrow Lake in 2024 is more complex, Intel 4 and 20A processes may have, GPU core display should continue to use TSMC's 3nm process.
2025 will be the turn of the 16th generation Core Lunar Lake, many details have not been announced, the CPU process should be an upgraded version of the 18A process, GPU nuclear display process did not say, but taiwan media broke the news that this is TSMC's 2nm process.
Combined with TSMC's previous roadmap, in 2024 they will mass-produce 2nm process, Intel in 2025 to use the 2nm process is also very likely, after all, Intel will soon become one of TSMC's three major customers, second only to Apple's position in the use of advanced technology is certain.
