【Market Commentary】Given the product diversification and new solution such as embedded HBM CPU, TrendForce observes the mass production of Intel's new generation, Eagle Stream, will start in 2Q22, which is later than market expectation of 4Q21.
However, according to our ODM survey, we observe that there're a few QS in 4Q21, followed by few shipments to specific customers in 1Q22. In other words, the shipment pattern is similar to Whitley, and we don't view it as a serious delay. Besides, due to its negligible orders at 5nm technology node, we expect AMD Genoa to enter into mass production in 2Q22, similar to Intel's Eagle Stream.
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