Discussion Intel Meteor, Arrow, Lunar & Panther Lakes Discussion Threads

Tigerick · Aug 22, 2022

As Hot Chips 34 starting this week, Intel will unveil technical information of upcoming Meteor Lake (MTL) and Arrow Lake (ARL), new generation platform after Raptor Lake. Both MTL and ARL represent new direction which Intel will move to multiple chiplets and combine as one SoC platform.

MTL also represents new compute tile that based on Intel 4 process which is based on EUV lithography, a first from Intel. Intel expects to ship MTL mobile SoC in 2023.

ARL will come after MTL so Intel should be shipping it in 2024, that is what Intel roadmap is telling us. ARL compute tile will be manufactured by Intel 20A process, a first from Intel to use GAA transistors called RibbonFET.

Comparison of upcoming Intel's U-series CPU: Core Ultra 100U, Lunar Lake and Panther Lake

Model	Code-Name	Date	TDP	Node	Tiles	Main Tile	CPU	LP E-Core	LLC	GPU	Xe-cores
Core Ultra 100U	Meteor Lake	Q4 2023	15 - 57 W	Intel 4 + N5 + N6	4	tCPU	2P + 8E	2	12 MB	Intel Graphics	4
?	Lunar Lake	Q4 2024	17 - 30 W	N3B + N6	2	CPU + GPU & IMC	4P + 4E	0	12 MB	Arc	8
?	Panther Lake	Q1 2026 ?	?	Intel 18A + N3E	3	CPU + MC	4P + 8E	4	?	Arc	12

Comparison of die size of Each Tile of Meteor Lake, Arrow Lake, Lunar Lake and Panther Lake

	Meteor Lake	Arrow Lake (N3B)	Lunar Lake	Panther Lake
Platform	Mobile H/U Only	Desktop & Mobile H&HX	Mobile U Only	Mobile H
Process Node	Intel 4	TSMC N3B	TSMC N3B	Intel 18A
Date	Q4 2023	Desktop-Q4-2024 H&HX-Q1-2025	Q4 2024	Q1 2026 ?
Full Die	6P + 8P	8P + 16E	4P + 4E	4P + 8E
LLC	24 MB	36 MB ?	12 MB	?
tCPU	66.48
tGPU	44.45
SoC	96.77
IOE	44.45
Total	252.15

Intel Core Ultra 100 - Meteor Lake

As mentioned by Tomshardware, TSMC will manufacture the I/O, SoC, and GPU tiles. That means Intel will manufacture only the CPU and Foveros tiles. (Notably, Intel calls the I/O tile an 'I/O Expander,' hence the IOE moniker.)

lakedude · 2024-11-27T08:47:02-0500

SiliconFly said:
N2 never had BSPDN.

Whoops, I meant N2P...

TSMCs 2nm nodes get NanoFlex, N2P loses backside power delivery

TSMC gives an update on 2nm.

www.tomshardware.com

Hitman928 · 2024-11-27T09:19:27-0500

DavidC1 said:
No, it's N2, then N2P then A16. For Intel it's 18A, 18A-P and then 14A.

N2P and A16 arrive within the same time frame according to TSMC.

RTX · 2024-11-27T09:41:47-0500

Hitman928 said:
N2P and A16 arrive within the same time frame according to TSMC.

"The roadmap you see here is pretty much the same, actually it is the same technology roadmap that I think you saw during the [technology] symposium six months ago," said Dan Kochpatcharin, Head of Design Infrastructure Management at TSMC. "[…] We have N2, N2P, which is coming [to] productions next year and the year after. And then [they are] followed by A16."
Sounds like A16 arrives after N2P.

Hitman928 · 2024-11-27T10:04:02-0500

RTX said:
"The roadmap you see here is pretty much the same, actually it is the same technology roadmap that I think you saw during the [technology] symposium six months ago," said Dan Kochpatcharin, Head of Design Infrastructure Management at TSMC. "[…] We have N2, N2P, which is coming [to] productions next year and the year after. And then [they are] followed by A16."
Sounds like A16 arrives after N2P.

Keep reading. . .

I asked TSMC's heads of the PR department to clarify. Indeed, all of these process technologies are slated to be ready for high volume manufacturing (HVM) in late 2026.

Doug S · 2024-11-27T14:07:53-0500

N2P and A16 are released at the same time, or at least close enough in time that TSMC's roadmap shows them hitting mass production in H2 2026. All evidence is that A16 is identical to N2P except for the addition of BSPDN. That's just a minor variation on TSMC's original stated plans which had them release N2, then six months later follow it up with a version of N2 that added BSPDN.

I'm still operating under the belief that TSMC is working to get "back on schedule" for Apple's needs, like they were until their N3 problems caused them to go off the rails a bit.

SiliconFly · 2024-11-27T14:21:36-0500

Doug S said:
N2P and A16 are released at the same time, or at least close enough in time that TSMC's roadmap shows them hitting mass production in H2 2026. All evidence is that A16 is identical to N2P except for the addition of BSPDN. That's just a minor variation on TSMC's original stated plans which had them release N2, then six months later follow it up with a version of N2 that added BSPDN.

I'm still operating under the belief that TSMC is working to get "back on schedule" for Apple's needs, like they were until their N3 problems caused them to go off the rails a bit.

Looks like A16 is nothing but N2P + BSPDN. And A16 appears to be one of those "pipe cleaners". A purpose built node to derisk their Super Power Rail for a subset of customers (SPR requires active cooling which isn't suitable for everyone imho, esp. mobile).

Discussion Intel Meteor, Arrow, Lunar & Panther Lakes Discussion Threads

Tigerick

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TSMCs 2nm nodes get NanoFlex, N2P loses backside power delivery

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