Intel is preparing for Meteor Lake production to double this quarter, swelling its initial predictions that it will ship 40 million AI PCs this year. But there’s a catch: Intel is trying to build out more production capacity, as its assembly process is holding it back. Meanwhile, its next-next-gen chip, Panther Lake, is already in the fab.
Intel’s Client Computing Group, the home of its PC business, reported 30 percent growth as Intel reported a $400 million net loss on $12.7 billion of revenue during the first quarter of 2024. The bulk of Intel’s revenue still comes from Intel’s CCG, and the success of the business helped carry the company.
It’s an odd scenario for Intel to be in. Pat Gelsinger, Intel’s chief executive, said that the company is expecting Core Ultra (Meteor Lake) shipments to double in the second quarter, but that the actual revenue will be roughly the same at the end of the quarter.
“Seasonal [second-quarter] client revenue is constrained by wafer level assembly supply, which is impacting our ability to meet demand for our Core Ultra-based AI PCs,” Gelsinger said.
Here’s what’s going on: Intel’s business customers are buying Meteor Lake by the truckload, but they want more.
“We’re meeting our customer commitments that we’ve had, but they’ve come back and asked for [more] on multiple occasions across different markets,” Gelsinger explained. “And we are racing to catch up to those upside requests and the constraint has been on the back-end wafer level assembly, one of the new capabilities that are part of Meteor Lake and our subsequent client products. So with that we’re working to catch up and build more wafer level assembly capacity to meet those.”
Interestingly, it was to show off its manufacturing assembly facilities in Penang, Malaysia, that Intel invited reporters for a tour in 2023. “Assembly” covers the process of taking the raw chip wafers, cutting them up into individual dies, surrounding them with the protective chip package, and testing them.
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