Sources with Taiwan’s Commercial Times are claiming that TSMC has won large orders from Intel to produce its next two generations of Arc GPUs. Battlemage, Intel’s second-generation Arc GPUs, will supposedly be manufactured on TSMC’s 4-nanometer process and launch in 2024, while Celestial, Intel’s third-generation Arc GPUs, will supposedly be manufactured on TSMC’s 3-nanometer process and surface two years later in 2026. Intel’s current Arc GPUs, code named Alchemist, are manufactured on TSMC’s N6 process and have proven to be pretty popular choices for those who want a modern GPU without breaking the bank. (Intel’s own limited edition Arc A750 and Arc A770 graphics cards have fallen to $249 and $349, respectively, at retailers that include Newegg.)
From a Commercial Times report (machine translation):
In terms of the development of the existing Arc-based GPU and consumer discrete graphics cards, although Intel is facing the pressure of inventory reduction in the production chain this year and facing greater challenges in operations, GPU R&D will continue as planned. According to industry sources, Intel will launch the second-generation Battlemage graphics chip with the Xe2 architecture in the second half of 2024, and the third-generation Celestial graphics chip with the Xe3 architecture in the second half of 2026.
Although Intel has invested heavily in the construction of 4nm and more advanced process wafer fabs, the GPU product line will still maintain the business model of cooperation with wafer foundries, and TSMC has become the only partner. It is understood that the second-generation Battlemage graphics chip will adopt TSMC’s 4-nanometer process, and it is expected to start production in the first half of 2024. The third-generation Celestial graphics chip will use TSMC’s 3-nanometer N3X process, and it will enter volume in the first half of 2026. Produce.
Furthermore, Intel’s Ponte Vecchio graphics chip for AI and high-performance computing (HPC), in which the crystal chip and the computing chip are produced by TSMC’s 7nm and 5nm respectively, and the second-generation Rialto Bridge graphics chip has been cancelled, resources It will focus on the development of the new Falcon Shores graphics chip. The industry expects that TSMC’s 4-nanometer and 3-nanometer chips will be used for the connected crystal chips and computing chips, and will enter the production stage in 2024. It is hoped that they can be shipped to customers in 2025.