If this is true I am willing to bet it is GPU and CPU made for Aurora SuperComputer. Which was originally aimed to launch in 2018, pushed to 2020, and now expected ( somehow ) to be done in 2021. Since we haven't heard anything from it, and the original schedule of 2021 never made any sense due to the usage of Intel 4nm ( previously Intel 7nm ), they had to deliver it ASAP.
And media are making big fuss out it. I mean like for pete sake it is only 20,000 Xeon + 60,000 GPU, When normalised to Die Space it isn't even 1 Million Apple Smartphone chip. And Apple is expected to have 60M+ shipped.
I'm wondering when the Powers That Be decide to stop throwing bad money after good.
As another commenter pointed out it is more for Aurora and is a limited quantity order. And IIRC from articles posted online this super computer GPU samples were fabbed in Intel’s fabs. So I would expect more delays given Intel has to redesign for TSMC flows.