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I'm curious as to why it's on TSMC N3. Is it because 20A/18A isn't ready yet or is there another reason?
LNL goes into manufacturing in H1 2024, but 20A will be ready only by H2 2024. Arrow lake will be on both N3B and 20A because 20A is now ahead of schedule.
Will Arrow lake refresh be totally on 20A?
I'm not sure about arrow lake refresh. Right now, we have 2 versions of Arrow Lake. One on 20A and the other on N3B. Both should launch about the same time but will target different core configurations.
20A should be manufacturing ready early next year if they are going to launch arrow lake on it in 2024. I suspect it’s already basically done and they are expanding capacity now.