According to reports from Taiwan, Intel’s upcoming Arrow Lake CPU family may be delayed until 2025. The company has reportedly pushed out its orders for 3nm wafers, which were expected to contain graphics tiles for future CPUs with the Arrow Lake architecture, to the final quarter of 2024. This delay means that the availability of Arrow Lake CPUs could be pushed back until well into 2025, despite appearing on Intel’s public roadmap for 2024.
While it is unclear if Intel will use 5nm tiles instead of 3nm for Arrow Lake CPUs, the company’s first chips using Intel 4 silicon are expected to be the closely related Meteor Lake CPUs. These are set to be produced on essentially the same internal Intel production node as Arrow Lake, with Meteor Lake running 5nm TSMC silicon for its GPU tile and Arrow Lake publicly listed as upgrading to 3nm.
Intel has not commented on the delay and will likely not do so until the last possible moment, should it be true. The delay could be a major problem for Intel, given its history of issues with 10nm. Intel’s 7nm node, branded Intel 4, was supposed to get the company back on track.
If Arrow Lake is indeed delayed, it would call into question Intel’s plans for its follow-up 20A and 18A nodes, which were supposed to position the company as the leader in chip production technology.
The delay of Arrow Lake CPUs could further dent Intel’s market share and competitiveness, especially if AMD’s next-generation CPUs, rumored to be based on the Zen 4 architecture and manufactured on the 5nm node, launch around the same time.
It remains to be seen if the delay is true and, if so, what its reasons are. Intel has doubled down on its commitment to begin manufacturing its first chips using Intel 4 silicon later this year and is expected to release the closely related Meteor Lake CPUs. It remains to be seen how Intel will address these challenges and whether it can regain its position as the leader in the CPU market.
Overall, while the speculation around the delay of Arrow Lake CPUs concerns Intel, the company has not confirmed any delay, and there is still much that remains unknown. It remains to be seen how Intel will address these challenges and whether it can regain its position as the leader in the CPU market.

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