I think in a normal year, wmf might be right. However, I'm inclined to agree with you that it seems aggressive. TSMC's roadmap had N3E landing a year after N3.

I think in a normal year, wmf might be right. However, I'm inclined to agree with you that it seems aggressive. TSMC's roadmap had N3E landing a year after N3. If the rumors of supply struggles with N3 for this fall are right, it would seem like N3E might be a stretch for Fall 2024. Maybe rumors of TSMC's N3 troubles have been exaggerated. Still, it seems unlikely that Spring 2024 will see X4 cores. It seems like there's a decent likelihood that Qualcomm will push back their Snapdragon 8 Gen 3 by 6 months to get the X4 cores (or create a Gen 3 with smaller enhancements). If TSMC's N3 is ready for Fall 2023 and N3E is a year behind that, we aren't going to see X4 cores until Fall 2024. It sounds like ARM is targeting a TSMC process that's farther out than normal - or at least seems farther out based on the information TSMC has given to the public.