Intel's tale of financial difficulties has been told for many quarters now, and the company is slowly paving the way to profitability through workforce reduction, new aggressive product roadmaps, and, as of now, a 50% gross margin requirement before entering production. At Bank of America's global technology conference, Intel Products CEO Michelle Johnston Holthaus noted that CEO Lip-Bu Tan is "laser-focused on the fact that we need to get our gross margins back up above 50%." Explaining the reasoning behind this decision, MJH added that it is "something that we probably should have had before, but we have it now so that product doesn't move forward; you actually don't get engineers assigned to it if it's not 50% or higher gross margins moving forward."

Interestingly, this means that every new product will now go into evaluation of profitability first, unlike the "build it and they will (hopefully) come" philosophy, which cost Intel many billions of R&D just to enter new markets without a solid financial plan. MJH also added about 50% gross margin expectation:" So I think our future products can all get there, I think really what it comes down to is you have to have a lot of discipline in your product life cycle planning to build products from day one that hit that and so there's a lot of things that I talked about when we talked about Lip-Bu coming on board of getting our OpEx and our CapEx in line, getting the types of products that we're going to build in alignment, really understanding market and ASPs." This means that upcoming Panther Lake, 18A node HVM, Clearwater Forest Xeons, Xe3/Xe4 Arc GPUs, and Jaguar Shores AI accelerators all carry a gross margin of 50% or more, making them viable for Intel and sustainable in the long run.

Intel's "Nova Lake-S" desktop processors are getting the finishing touches, with a likely arrival scheduled for the second half of 2026. As the successor to "Arrow Lake Refresh," Nova Lake-S introduces a modular design that separates graphics and media functions across distinct tiles. This approach builds on experience from "Meteor Lake," which splits its graphics engine from its media and display units onto separate chiplets. For Nova Lake-S, Intel plans to employ two different GPU architectures: Xe3 "Celestial" for graphics rendering and Xe4 "Druid" for media and display duties, all within a single package. Celestial will manage primary 3D rendering and gaming workloads, while Druid will handle display pipelines and hardware-accelerated video encoding and decoding. By utilizing a more advanced process node, such as TSMC's 2 nm, Intel can optimize media engine performance without increasing costs for the entire GPU subsystem.

On the CPU side, Nova Lake-S is expected to span four primary SKU tiers. The flagship model could feature 52 cores (16 P-cores, 32 E-cores, and four LPE-cores). A 28-core version may target high-end laptops and desktops with eight P-cores, 16 E-cores, and four low-power E-cores. A 16-core variant could serve both the lower-power desktop and laptop segments, featuring four P-cores, eight E-cores, and four low-power E-cores. Finally, an 8-core entry-level part offers four P-cores and four low-power E-cores. Although it remains uncertain whether all SKUs will combine both Xe3 and Xe4 tiles, Intel's tile-based strategy makes it straightforward to mix and match GPU configurations for different market segments. Rumors also suggest that Intel may use its 18A node alongside TSMC's advanced processes for various tile elements. As Panther Lake mobile parts approach the second half of 2025 and Arrow Lake Refresh prepares for its desktop release, Nova Lake-S is the pinnacle of Intel's advanced chip packaging.

Intel at the 2025 Computex showed off its next-generation Core Ultra Series 3 processor, codenamed "Panther Lake." The mobile H-segment version of the chip comes with a slender rectangular package similar to "Arrow Lake-H" and "Meteor Lake." It is a tile-based disaggregated processor, but comes in a unique arrangement of tiles we haven't seen with the past two generations. The chip is dominated by two large tiles, one is very likely the Graphics + SoC tile, the smaller of the two being the Compute tile with the CPU cores, and the slender rectangular tiles being related to I/O.

As for IP, "Panther Lake" introduces a new generation iGPU powered by the Xe3 "Celestial" graphics architecture. The CPU complex consists of "Cougar Cove" P-cores, and "Darkmont" E-cores, both of which are expected to provide generational IPC improvements over the current "Lion Cove" and "Skymont." At Computex, we not only got to go hands-on with the mobile packages of "Panther Lake," but also see the chip in action, installed on a testing and platform validation system. The engineering goal with "Panther Lake," Intel says, is to offer efficiency similar to "Lunar Lake," but with performance generationally exceeding "Arrow Lake-H." The Compute tile is expected to be built on the new Intel 18A foundry node. Intel says "Panther Lake" is on track for mass-production in the second half of 2025, with the first consumer products expected at CES 2026.

Intel says its struggling Foundry division will finally break even in 2027, just as its advanced 14A process comes online. The announcement came during the J.P. Morgan Global Technology, Media & Communications Conference, where CFO David Zinsner outlined the plan to offset years of quarterly losses. Intel has been pouring billions of dollars into new fabs and equipment as it races to keep pace with TSMC and Samsung. Its first milestone is the 18A process, whose first product, codenamed Panther Lake, will arrive in client PCs late in 2025, with volume production following in 2026. Intel also plans to use 18A for its next Xeon "Clearwater Forest" server chips and offer it to a small set of external partners to prove the technology's readiness. "We have to start by using our own chips," Zinsner explained. "Once we show that Panther Lake and Clearwater Forest perform as expected, we'll see more interest from outside customers for 18A, 18A‑P, and then 14A."

He acknowledged that initial adoption is low, but expressed confidence that proven performance will drive committed volume. A key part of the strategy is the use of High‑NA EUV lithography at 14A. Zinsner admitted this will raise equipment costs at first, but he believes the improved transistor density and power efficiency will more than make up for the investment, boosting margins and factory utilization. Intel's path to break even also incorporates revenue from mature nodes such as Intel 16/12, advanced packaging services, and collaborations with UMC and Tower. Under its "smart capital" model, the company will balance internal wafer demand with third‑party work, maintaining flexibility and cost discipline. With a relatively modest external revenue target (for a cash-bleeding foundry), low to mid single‑digit billions per year, Intel Foundry aims to reach break‑even in 2027 and move into sustained profitability soon afterward. By 2027, Intel 14A node and ehnaced the 1.8 nm-class 18A-P(T) node will also complement these break-even efforts.

Intel is preparing to launch its first "Panther Lake" mobile processor later this year, but only one configuration will arrive in 2025. This SKU features four high-performance P-cores paired with eight E-cores, leaves out the lower-power efficiency cores, and packs four Xe3 GPU cores. With a 45 W TDP, it is clearly aimed at mainstream gaming laptops rather than ultralight notebooks. Panther Lake fills the gap left by "Lunar Lake" with a higher power envelope and a more performance-oriented design. Lunar Lake ranged from 17 W to 28 W, while Panther Lake's 45 W shows Intel is targeting users who need more sustained compute and graphics throughput. Rumors indicate additional Panther Lake variants will arrive in Q1 of 2026, when Intel plans to have more SKUs shipping to OEMs from volume production.

One such SKU is expected to feature 12 Xe3 GPU cores for premium thin-and-light laptops without discrete graphics. All of Panther Lake processors combine "Cougar Cove" performance cores with "Darkmont" efficiency cores, following Intel's hybrid approach introduced with "Meteor Lake". Intel's decision to stagger the rollout reflects supply chain considerations and product segmentation by power and graphics capability. Gaming laptops that can rely on integrated Xe3 graphics will welcome this 45 W chip, while other form factors may wait for next year's lower-power or ultralight 15 W models. Qualification with OEM partners should begin later this year, with laptop shipments expected by late Q4 2025. Until Intel shares more details on the rest of the Panther Lake lineup, much remains speculative.

Intel's upcoming "Panther Lake" architecture has just popped up in a perfmon platform update, which now recognizes its core codenames and CPUID via the InstLatX64 lookup table. Tagged "GenuineIntel-6-CC" (Family 6, Model 204), the patch confirms that Panther Lake will combine "Cougar Cove" P-cores with Darkmont E-cores and even hints at a third tier of LPE cores in some configurations. It's the clearest sign yet that Intel is sticking firmly to its hybrid-core strategy. We've also got our first look at the actual SKUs. On the high-performance side (PTL-H), there's a 45 W model with 4 P-cores, 8 E-cores, no LP-E-Cores, and 4 Xe3 graphics cores. Two 25 W models share the same 4 P-cores and 8 E-cores but differ in the rest: one adds 4 LP-E-Cores plus 12 Xe3 cores, while the other pairs 4 LP-E-Cores with just 4 Xe3 cores.

The PTL-U series will offer a 15 W chip with 4 P-cores, 4 LPE-Cores, and 4 Xe3 graphics cores for ultralight devices, dropping the traditional E-cores entirely. Intel plans to move Panther Lake into mass production later this year, lining it up behind the risk production of its cutting-edge 18A process. If things follow the Meteor Lake timeline, we'll likely see most Panther Lake chips hitting shelves in Q1 2026. This isn't Lunar Lake 2.0—Lunar Lake was a niche effort aimed at extreme efficiency with on-package memory. Panther Lake, by contrast, seems built for real-world mobile performance. Most laptops will stick with standard SODIMM or soldered LPDDR memory, though a few OEMs are talking up next-generation LP-CAMM slots for easy RAM upgrades. With a rumored maximum TDP of 64 W, Panther Lake can power everything from budget notebooks and handheld gaming devices to serious gaming laptops and even car infotainment systems.

Intel just reported its Q1 revenue results, and there are several interesting highlights from the earnings call. Intel Foundry, long touted for a comeback, is generating most of its revenue from a single customer, and it isn't the latest node. Intel's biggest customer is actually itself, predominantly using the "Intel 7" node (Intel's name for its 10 nm SuperFin process), which underpins the Alder Lake and Raptor Lake consumer CPU generations as well as the Sapphire Rapids Xeon server generation. As Intel ramps up 18A-node production and external clients begin testing their ASIC designs, 18A still isn't the Foundry division's primary revenue driver. Instead, demand for Intel 7 wafers is being fueled by massive orders for Intel's 13th- and 14th-generation Raptor Lake processors.

During the Q1 earnings call, Intel CFO Dave Zinsner noted, "Intel Foundry delivered revenue of $4.7 billion, up 8% sequentially on pull-ins of Intel 7 wafers and increased advanced packaging services." He also commented on the Q1 Foundry operating loss of $2.3 billion, attributing it to "startup costs associated with the ramp of products on Intel 18A." While the 18A node is gradually scaling to volume production for upcoming internal and external products, older nodes continue to fuel the revenue stream. Zinsner further confirmed that "we have a lot of important building blocks in place, including the ramp of Intel 18A in the second half of 2025 to support the launch of our first Panther Lake SKU by year-end, with additional SKUs coming in the first half of 2026."

Intel's latest AI-focused laptop processors, "Lunar Lake" and "Meteor Lake," have encountered slower-than-anticipated uptake, leading device manufacturers to increase orders for the previous-generation "Raptor Lake" chips. As a result, Intel 7 manufacturing lines, originally intended to scale up production of its newest AI-ready CPUs and transition to newer nodes, are now running at full capacity on "Raptor Lake" output, limiting the availability of both the new and legacy models. In its first-quarter 2025 financial report, Intel recorded revenue of $12.7 billion, essentially flat year-over-year, and a net loss of $821 million. The results fell short of the industry's expectations, and the company's stock declined by more than 5% in after-hours trading.

Management attributed the shortfall to cautious buying patterns among OEMs, who seek to manage inventory in light of ongoing US-China tariff discussions, and to consumer hesitancy to pay higher prices for AI-enabled features that are still emerging in mainstream applications. CEO Lip-Bu Tan outlined plans to reduce operating expenses by $500 million and lower capital expenditures by approximately $2 billion to address these challenges in 2025. He also confirmed that workforce reductions are planned for the second quarter, though specific figures were not disclosed. Looking ahead, Intel intends to focus on strengthening its data-center business, where demand for Xeon processors remains robust, and to prepare for the late-2025 introduction of its Panther Lake platform. The company will also continue efforts to encourage software development that leverages on-device AI, aiming to support wider adoption of its AI-capable hardware.

At the 2025 Shanghai Auto Show, Intel revealed its next-generation automotive system-on-chip lineup, unveiling two ambitious platforms, "Frisco Lake" and "Grizzly Lake". The company described these new designs as key steps toward fully software-driven vehicles, where much of the intelligence is handled by high-performance processors instead of dedicated hardware circuits. Intel said these chips would support advanced driver assistance and richer multimedia features. Intel's second generation Software Defined Vehicle, or SDV, Frisco Lake, is built on the upcoming "Panther Lake" architecture. The first volumes are expected in the first half of 2026, and TDP options will be among 20-65 W to meet different use cases. Intel says Frisco Lake will deliver ten times more AI performance and sixty-one percent better energy efficiency compared to the current Raptor Lake-based platform.

The new graphics block is based on the third-generation Xe architecture, known as "Celestial", replacing the older Battlemage design. Frisco Lake also supports twelve simultaneous camera inputs and up to two hundred and eighty audio channels. Linux kernel patch analysis also shows Frisco Lake cores are based on Panther Lake, confirming Intel's adaptation of its client CPUs for automotive use. Looking further ahead, Intel shared an early roadmap for its third-generation SDV platform, Grizzly Lake, which should arrive in the first half of 2027. Codenamed Monument Peak, these chips will use "Nova Lake" cores and may offer up to 32 efficiency-optimized cores along with an integrated Xe GPU capable of about seven TeraFLOPS. Additional features include support for six independent displays, twelve camera interfaces, and compliance with automotive safety standards.

Intel's 18A node isn't all about yields and density (which are still very important factors) but also performance. According to Taiwanese media 3C News, citing TechInsights research and calculations, the new leader of node performance is Intel 18A. On a custom scale used by TechInsights, Intel 18A gets a 2.53 score, while the performance score of TSMC N2 is 2.27, and the performance score of Samsung SF2 is 2.19. This is all among two nm-class nodes, where Intel leads the category. Being the first node with a Backside Power Delivery Network (BSPDN), it will appear in the Panther Lake CPUs in late 2025 for testing and early 2026 for shipments. This new power architecture boosts layout efficiency and component utilization by 5-10%, lowers interconnect resistance, and enhances ISO power performance by up to 4%, thanks to a significant drop in intrinsic resistance versus traditional front‑end power routing. Relative to its predecessor, Intel 3, the 18A process delivers a 15% improvement in performance per watt and packs 30% more transistors into the same area.

Featuring RibbonFET design, it has entered risk production. According to Intel, "This final stage is about stress-testing volume manufacturing before scaling up to high volume in the second half of 2025." When it comes to other aspects like SRAM density, high‑performance SRAM cells shrank from 0.03 µm² in Intel 3 to 0.023 µm² in Intel 18A, while high‑density cells contracted to 0.021 µm², reflecting scaling factors of 0.77 and 0.88 respectively and defying previous assumptions that SRAM scaling had plateaued. Intel's innovative "around‑the‑array" PowerVia approach addresses voltage drops and interference by routing power vias to I/O, control, and decoder circuits, freeing up the bit‑cell area from frontal power supplies. The result is a 38.1 Mbit/mm² macro bit density, positioning Intel to rival TSMC's N2. All this, combined with BSPDN, is shaping up a powerful node. We can't wait to get our hands on some 18A silicon in the future and run it through our labs for testing.

FinalWire Ltd. today announced the immediate availability of AIDA64 Extreme 7.65 software, a streamlined diagnostic and benchmarking tool for home users; the immediate availability of AIDA64 Engineer 7.65 software, a professional diagnostic and benchmarking solution for corporate IT technicians and engineers; the immediate availability of AIDA64 Business 7.65 software, an essential network management solution for small and medium scale enterprises; and the immediate availability of AIDA64 Network Audit 7.65 software, a dedicated network audit toolset to collect and manage corporate network inventories.

The new AIDA64 update introduces Greek localization, support for MSI MEG Ai1600T power supply units, and supports the latest graphics and GPGPU computing technologies by AMD, Intel and NVIDIA.

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Intel's Vision 2025 conference ended yesterday—since then, media outlets have spent time poring over a multitude of announcements made during the two-day Las Vegas, Nevada event. Notably, Team Blue leadership confirmed that their Core Ultra 300 "Panther Lake" processor series is built to scale (on) 18A, and is on track for production later this year." Prominently-displayed presentation material indicated a roadmapped 2026 launch of "Panther Lake" client chips. The success of this next-gen mobile processor family is intertwined with Intel's Foundry service making marked progress. As summarized by the company's social media account, production teams are celebrating another milestone: "Intel 18A has entered risk production. This final stage is about stress-testing volume manufacturing before scaling up to high volume in the second half of 2025."

Under Pat Gelsinger's command, Team Blue set off on a "five nodes in four years" (5N4Y) adventure around mid-2021. This plan is set to conclude with the finalization of 18A, at some point this year, under a newly refreshed regime—with Lip-Bu Tan recently established as CEO. During an on-stage Intel Vision 2025 session, Kevin O'Buckley—Senior VP of Foundry Services—explained the meaning of: "risk production, while it sounds scary, is actually an industry standard terminology, and the importance of risk production is we've gotten the technology to a point where we're freezing it...Our customers have validated that; 'Yep, 18A is good enough for my product.' And we have to now do the 'risk' part, which is to scale it from making hundreds of units per day to thousands, tens of thousands, and then hundreds of thousands. So risk production..is scaling our manufacturing up and ensuring that we can meet not just the capabilities of the technology, but the capabilities at scale." By original "5N4Y" decree, top brass demanded that process nodes be (fully) available for production, rather than be stuck in a (not quite there) final high volume manufacturing (HVM) phase.

Intel's freshly concluded Vision 2025 "Products Update and GTM" showcase included a segment dedicated to forthcoming Core Ultra 300 "Panther Lake" client processors. Industry watchdogs have grabbed a select few screenshots from Team Blue's broadcast from Las Vegas, Nevada—one backdropped slide confirms that Intel's next-generation mobile CPU series will launch in 2026. This information mirrors the company's Chinese office presenting of an AI PC roadmap—coverage of last month's event highlighted a scheduled first quarter 2026 "volume" arrival of "Core Ultra Next-gen Panther Lake (18A)."

Going back to early March, Intel leadership refuted online rumors of "Panther Lake" mobile CPUs being delayed into 2026, due to alleged problems encountered during the development of the Foundry service's 18A process node. An interviewed executive repeatedly insisted that his firm's brand-new series was on track for release within the second half of 2025. Fast-forward to the end of last week; Lip-Bu Tan expressed a similar outlook in a letter addressed to investors. The newly-established boss stated: "we will further enhance our (leadership) position in the second half of this year with the launch of Panther Lake, our lead product on Intel 18A, followed by Nova Lake in 2026." Industry insiders propose that the Core Ultra 300 series will become available in a very limited capacity come October, via an Early Enablement Program (EEP). Returning to this week—Jim Johnson, senior vice president of the firm's Client Computing Group, informed a watchful audience about the merits of his group's design: "I'm personally excited about Panther Lake because it combines the power efficiency of Lunar Lake, the performance of Arrow Lake, and is built to scale 18A and is on track for production later this year...Our client roadmap is the most innovative we've ever had, and we are far from done."

In a letter addressed to stockholders, Intel's new CEO—Lip-Bu Tan—roadmapped the importance of a couple of major upcoming product launches. Starting off, Team Blue's new chief detailed a fresh approach, with the casting off of old strategies: "achieving the results I know Intel is capable of starts by refocusing on our customers. This has been priority number one since my first day on the job. I am listening carefully to their feedback so that we continue driving the changes needed to delight our customers and strengthen our competitive position. Plain and simple, the time for talk is over. We must turn our words into action and deliver on our commitments. I have been pleased to see the leadership team has already started driving the culture change needed to make this happen. As CEO, I will continue to drive this transformation so that we move faster, work smarter and make it easier for customers to win with Intel."

Tan's mentioning of Core Ultra "Panther Lake" processors arriving within the second half of this year aligns with prior official statements. Insiders posited that Panther Lake-H (PTL-H) mobile CPUs were delayed into 2026 due to issues with the Foundry's 18A process node, but an Intel executive dismissed these claims a few weeks ago. Interestingly, the firm's Chinese office outlined an "early 2026 volume launch" of "Panther Lake (18A)" chips during a mid-March AI PC press event. A presentation slide indicated that an Early Enablement Program (EEP) is expected to start in October; Team Blue's loose terminology likely classes the sending off of samples—to OEMs, for approval—as a "real" product launch.

Back in February, we reported on Intel considering a resurrection of the "Arrow Lake Refresh" Core Ultra 300 series of CPUs. However, it seems that @Jaykihn, a reliable source of Intel leaks, has confirmed that Intel will indeed push the refresh of Arrow Lake in the form of Core Ultra 300 series of CPUs, limited to K and KF SKUs only. This means we will likely see only overclockable SKUs being refreshed, with possibly enhanced boost frequency and/or core count. With 125 W TDP, these new SKUs would target high-end markets, passionate overclockers, and system integrators selling high-end builds with these CPUs. The refresh's journey to confirmation has been turbulent. Initial rumors in 2023 suggested an ambitious core-count bump for Arrow Lake-S, followed by speculation that Intel would prioritize NPU upgrades, potentially mirroring Lunar Lake's reported 48 TOPS capability—a massive leap from the current Core Ultra 9 285 K's 13 TOPS. By late 2023, leaks hinted at the project's cancellation, but insiders like Chinese leaker Golden Pig Upgrade later revived hopes, asserting that desktop-focused "ARL-S Refresh" had been quietly resurrected.

Jaykihn's latest intel narrows the scope: only K/KF-series chips will receive tweaks, leaving non-overclockable SKUs untouched. Intel is also reportedly developing new performance profiles for existing Arrow Lake CPUs, separate from warranty-voiding BIOS tweaks. These optimizations, alongside the upcoming Intel Performance Optimization (IPO) program, aim to help OEMs and system integrators push pre-built systems further via safer, stability-focused adjustments to clock speeds, power limits, and memory overclocking. While enthusiasts may still prefer manual overclocking, IPO could democratize performance gains for mainstream users. The Core Ultra 300 series will slot into Intel's LGA-1851 roadmap between the base Arrow Lake-S (Core Ultra 200) and 2026's next-gen Nova Lake-S (Core Ultra 400).

According to an attendee of a recent Intel AI presentation, company representatives revealed a release timeline for next-gen Core Ultra "Panther Lake" mobile processor family. Team Blue's China office appears to be courting users of DeepSeek R1, as evidenced by meng59739449's sharing of a processor product roadmap (machine translated by VideoCardz). A volume launch of Core Ultra 300 "Panther Lake-H" series seems to be on the cards for Q1 2026. Earlier this month, an Intel executive insisted that Panther Lake was on track for a second half of 2025 roll out. Lately, industry moles have alleged that a "problematic 18A node" process has caused delays across new generation product lines.

Team Blue watchdogs reckon that high volume manufacturing (HVM) of Panther Lake chips will kick off in September. By October, an Early Enablement Program (EEP) is expected to start—with samples sent off to OEMs for full approval. Industry experts believe that Intel will following a familiar pattern of "announcing the processor in the second half of the prior year, but ramping up mass production in the following year." Previous generation mobile CPU platforms—Meteor Lake and Lunar Lake—received similar treatment in the recent past. Last week, a Panther Lake-H (PTL-H) sample was on general display at Embedded World 2025—the German office is similarly engaged in hyping up the AI-crunching capabilities of roadmapped products.

Intel representatives have placed a Panther Lake demonstration sample unit on an actual pedestal; as reported by PC Games Hardware (PCGH). German press outlets and other visitors were greeted by Team Blue's dedicated showcase plinth at this week's Embedded World 2025 expo/trade fair. The Nuremberg-based event is advertised as a "world-leading conference presenting state-of-the art technology and forward-looking research." Attendees and industry watchdogs reckon that the prominently displayed demo piece is an example of Intel's Panther Lake-H (PTL-H) mobile-oriented chip design. Last October, Pat Gelsinger (now ex-CEO) unveiled a physical PTL-H sample on-stage during his special guest appearance at Lenovo Tech World 2024. During a CES 2025 keynote presentation, Michelle Johnston Holthaus (Intel's interim co-boss) confirmed a 2025 launch window, while holding up another (or the same) Panther Lake chip.

Recent industry insider whispers have suggested that the Intel Foundry is encountering problems with their 18A node process; thus causing a shift in Panther Lake's release schedule. One prominent leaker claims that Team Blue's opening salvo of PTL-H products will roll out in 2026, but rumors were dismissed by an official source (last week). John Pitzer—Corporate Vice President of Investor Relations at Intel—insisted on multiple occasions, during a fireside chat, that his team's Core Ultra 300 series (aka Panther Lake-H) is on track for launch within the second half of 2025. Intel's Embedded World 2025 booth does not feature any technical rundowns relating to the showcased next-gen offering; their minimalist plinth is simply adorned with blue text spelling out: "Panther Lake." NDA-busting details have emerged online, courtesy of insider leaks—the top-most PTL-H SKU could appear with a 4P+8E+4LP+12Xe3 configuration.

Earlier in the week, online chatter pointed to a possible delay in the production of Panther Lake silicon. Well-known industry analyst—Ming-Chi Kuo—has kept tabs on the inner workings of several big semiconductor players. A previous insider tale revealed NVIDIA's allegedly revised "Blackwell" architecture roadmap. Kuo's latest insight focused on Intel and their 18A node process; rumored setbacks have reportedly pushed the launch of next-gen Panther Lake (PTL) mobile processors into 2026. Team Blue leadership has already reacted to the relatively fresh allegations—earlier in the week, John Pitzer sat down with Morgan Stanley Semiconductor Research's Joe Moore. During their conference fireside chat, Intel's Corporate Vice President of Investor Relations addressed recent internet whispers.

When asked about 18A being developed on schedule, Pitzer responded with: "yes, it is. I mean, I tend to wake up every morning trying to fish through rumors that are coming across on social media about Intel 18A. I want to be very clear. Panther Lake is on track to launch in the second half of this year. That launch date has not changed. We feel really good about the progress that we are making. In fact, if you look at where our yields are on Panther Lake today, they're actually slightly ahead at a similar point in time to Meteor Lake, if you look at the development process for Meteor Lake. I think a couple of weeks ago, there was a technical paper out that actually looked at our SRAM density on Intel 18A that compared well with TSMC's N2. Lots of different metrics you can compare technologies on. I think in general, we think about Intel 18A being an N3 type/N2 sort of comp with the external peers." Panther Lake is set to become the company's first product family that will utilize its own Foundry's 18A node process. Mid-way through February, we heard about the importance of PTL with Intel's portable gaming strategy.

Intel has updated its 18A node website with the message, "Intel 18A is now ready for customer projects with the tape outs beginning in the first half of 2025: contact us for more information." The contact hyperlink includes an email where future customers can direct their questions to Intel. Designed as a turnaround node for Intel, 18A carries industry-leading features like SRAM density scaling comparable with TSMC's N2, 15% better performance per watt, and 30% better chip density vs. the Intel 3 process node used in Intel Xeon 6, as well as PowerVia backside-power delivery to increase transistor density.

Other features like RibbonFET are the first to replace FinFET transistors, making gate leakage a tighter control. Interestingly, Intel's first products to use the 18A node are client CPUs "Panther Lake" and "Clearwater Forest" Xeon CPUs for data centers. External Intel Foundry customers using the 18A node include Amazon's AWS, Microsoft for its internal silicon for Azure, and Broadcom exploring 18A-based designs. The process of gaining customers for advanced manufacturing is complex, as many existing Samsung/TSMC customers are not risking their capacity and contracts with established advanced silicon makers. However, if Intel's first few customers prove successful, many others could flock over to Intel's fabs as geopolitical tensions are questioning whether the current models of the semiconductor supply chain are feasible in the future. If US companies and startups decide to move with Intel for their chip manufacturing, Intel could experience a complete recovery.

AMD is readying two important client segment processors powered by the next-generation "Zen 6" microarchitecture, according to a sensational new report by Moore's Law is Dead. These are the "Medusa Point" mobile processor, and the "Olympic Ridge" desktop. The former is a BGA roughly the size and Z-Height of the current "Strix Point," but the latter is being designed for the existing Socket AM5, making it the third (and probably final) microarchitecture to do so. If you recall, Socket AM4 served three generations of Zen, not counting the refreshed "Zen+." At the heart of the effort is a new CPU complex die (CCD) that AMD plans to use across its client and server lineup.

The "Zen 6" performance CCD is being designed for a 3 nm-class node, likely the TSMC N3E. This node promises a significant increase in transistor density, power, and clock speed improvements over the current TSMC N4P node being used to build the "Zen 5" CCD. Here's where it gets interesting. The CCD contains twelve full-sized "Zen 6" cores, marking the first increase in core-counts of AMD's performance cores since its very first "Zen" CCD. All 12 of these cores are part of a single CPU core complex (CCX), and share a common L3 cache. There could be a proportionate increase in cache size to 48 MB. AMD is also expected to improve the way the CCDs communicate with the I/O die and among each other.

In an exclusive report, Laptop Mag has extracted intriguing disclosures from Intel's Robert Hallock. The company's VP and General Manager of Client AI and Technical Marketing was happy to announce that new-generation processors are lined up for inclusion within next waves of handheld gaming PCs. Industry rumors posited that things would end with Team Blue's Core Ultra "Lunar Lake" generation of APUs; as featured on the recently deployed MSI Claw 8 AI+ and Claw 7 AI+ models. First-generation devices with "Meteor Lake" chips did not disrupt the market, and struggled to keep up with AMD Ryzen Z1 chipset-based rivals. Despite negative conjecture suggesting a withdrawal, Hallock revealed that a certain department is growing in size: "Intel is beefing up its staff to support gaming ISVs who want to do handhelds."

Team Blue's fortified support network is touted to expand the market reach of portable gaming PCs; the Intel executive elaborated on this topic: "we're starting a number of internal programs to give them more assistance in targeting this performance profile because—relative to what they're accustomed to—(handhelds) are still relatively rare in terms of availability." Hallock and colleagues are diving in with a new strategy; game development studios are on the receiving end of pre-release hardware: "a lot of game devs tend to just target what they have on their desks or in their QA labs...so (we're) arming them with more handhelds as prototype devices. Getting them dev kits leading into Panther Lake."

Thanks to a well-known industry leaker, Jaykihn, Intel's Panther Lake-H processor family, built on the 18A process node, features three distinct configurations, with several power profiles for each case. The flagship model combines four "Cougar Cove" P-cores, eight "Skymont" E-cores, and four LPE cores alongside a 12-core Xe3 "Celestial" GPU. This variant supports LPDDR5X memory exclusively and delivers 180 TOPS of computational power for local AI workloads, operating at 25 W PL1 (base) and 64 W PL2 (turbo) power levels. Secondary configurations include a 4P+8E+4LP+4Xe3 model and a 4P+0E+4LP+4Xe3 variant, both rated at 100 TOPS and supporting both LPDDR5X and DDR5 memory.

The entry-level model operates at 15 W PL1 with 44 W PL2 in baseline mode, scaling to 25 W PL1 and 55 W PL2 in performance mode. All variants feature Thunderbolt 4 connectivity, with high-end models incorporating expanded PCIe 5.0 lane configurations. The integrated Xe3 graphics architecture scales from four to 12 cores across the product stack, with the top SKU eliminating DDR5 compatibility in favor of LPDDR5X optimization. The Panther Lake processor family is slated for launch within the latter half of 2025, and it will be the company's leading 18A product. As a "Lunar Lake" successor, Panther Lake will deliver improved IPC and optimization for new cores in the same device form-factor like laptops, ultrabooks, and handhelds.

So far, this Friday (February 7) has been a bumper day for Intel CPU-related leaks. Golden Pig Upgrade and Jaykihn appear to be in competition with each other—they have uncovered all manner of speculative treasures across desktop and mobile segments. The latest revelation provides an early insight into unannounced feline-themed next-gen CPUs, courtesy of a Jaykihn social media post. Team Blue's Panther Lake processor family is slated for launch within the latter half of 2025—Intel officially stated that it would be their "lead product" on 18A. Older rumors had the "mobile-exclusive" Panther Lake processor family linked to a mixed configuration of new "Cougar Cove" P-cores and updated "Skymont" E-cores. According to today's leak, a variety of core configurations and feature sets are in the pipeline.

Jaykihn has listed three Panther Lake SKUs, and a "more mainstream" lower-end Wildcat Lake model. Common features include support for Thunderbolt 4 connectivity and LPDDR5X memory. Team Blue's rumored highest-end Panther Lake-H (PTL-H) processor appears to max out with a grand total of sixteen cores—consisting of 4 P-cores, 8 E-Cores, and 4 LP cores. The integrated graphics solution is (allegedly) a 12 core Xe3 "Celestial" GPU, with support for LPDDR5X memory—it is the only one on the list to completely jettison DDR5 compatibility. Insiders believe that the total platform (TOPS) rating is 180. As interpreted by VideoCardz, a 12-core "Panther Lake-U" (PTL-U) SKU is reportedly free of efficiency (E) units. The sole Wildcat Lake (WCL) model seems to sport a 2 P-core, 4-LP, and 2-Xe3 configuration.

Intel shared some news and updates about its upcoming CPU architectures during the Q4 earnings call. Intel confirmed that "Panther Lake", its next major CPU, is set to be released in late 2025. "Panther Lake" will use Intel's latest 18A manufacturing process and might be part of the Core Ultra 300 series. "Panther Lake" is rumored to combine next-generation "Cougar Cove" P-cores with existing "Skymont" E-cores both in the Compute complex, and in the SoC tile as low-power island E-cores. However, Intel hasn't confirmed if it will be available for desktop systems.

The following CPU architecture, "Nova Lake", is set to debut in 2026. Unlike "Panther Lake", we know "Nova Lake" will work on desktop computers. This suggests desktop users might need to wait until 2026 for an upgrade unless Intel surprises us with a desktop version of "Panther Lake" or an alternative option.

Intel Corporation today reported fourth-quarter and full-year 2024 financial results. "The fourth quarter was a positive step forward as we delivered revenue, gross margin and EPS above our guidance," said Michelle Johnston Holthaus, interim co-CEO of Intel and CEO of Intel Products. "Our renewed focus on strengthening and simplifying our product portfolio, combined with continued progress on our process roadmap, is positioning us to better serve the needs of our customers. Dave and I are taking actions to enhance our competitive position and create shareholder value."

"The cost reduction plan we announced last year to improve the trajectory of the company is having an impact," said David Zinsner, interim co-CEO and chief financial officer of Intel. "We are fostering a culture of efficiency across the business while driving toward greater returns on our invested capital and improved profitability. Our Q1 outlook reflects seasonal weakness magnified by macro uncertainties, further inventory digestion and competitive dynamics. We will remain highly focused on execution to build on our progress and unlock value."