MeeLan Lee
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Explore more posts
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Moshe Zalcberg
I have finally delved into this year's "100 Silicon Startups Worth Watching in 2024," recently published by EE Times | Electronic Engineering Times. One insight from Peter Clarke in his preface is the interesting shift in the geographical distribution of these top 100 companies. While there's a slight decline in California and North American representation (is it real?), the most striking changes are the sharp decrease in Chinese companies and the meaningful rise in European entries. Peter attributes the Chinese decline to trade tensions: "#China continues to have high levels of startup activity, but its reduced presence on the Silicon 100 reflects the trade tensions between the U.S. and China. That friction has intensified in recent years and has hit a number of Chinese startups that may have had international aspirations but have been denied access to leading-edge silicon out of foundry TSMC." #Europe, on the other hand, has seen an increase from 23 to 29 startups, with the U.K. leading the charge: "The U.K. has 12 startups on the current list, up from nine startups in version 23. The U.K., with longstanding entrepreneurial bases in Cambridge, Oxford, Bristol, and Edinburgh, has enjoyed strong representation for many years." In my view, this growth is a testament to #Europe's robust academic system, coupled with government support, investments, and incubators like Silicon Catalyst.UK. Israel continues to excel: "Israel has always punched way above its weight by population and continues to do so," with its representation growing slightly from 7 to 8 this year, including NeuReality*, POLYN Technology, NeoLogic*, Speedata.io, Pliops, Chain Reaction Ltd.*, Hailo, .Quantum Machines . (*=new additions to the 2024 list). This list provides a good overview of this dynamic and evolving industry, blending both emerging and more established technologies. It's a must-read for anyone interested in the future of #semiconductor #innovation. For the full list: https://lnkd.in/dgfrNUWX
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6 Comments -
Bert Verrycken
If you try to be objective. AMD started with Su and Papermaster. They promised ryzen to be on par with lower tier intel. They kept promising and delivering. It is not rocket science, ppl are accustomed to announcements then delays and then barely matching the amd cpu that is at least 9 months old. To the outside the problem is very clear.
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2 Comments -
Logan Abbott
Qualcomm Reportedly Loses Interest In Intel Takeover: Qualcomm's interest in acquiring Intel is cooling due to the complexity of the deal, Intel's debt, and regulatory hurdles. However, according to Bloomberg, Qualcomm may still explore acquiring certain divisions of Intel to expand into markets like PCs and networking. Tom's Hardware reports: [T]he proposed acquisition faced significant obstacles, including Intel's $50 billion debt, dropping CPU market share, and its struggling semiconductor manufacturing unit, an area where Qualcomm lacks expertise. A deal of this magnitude would also likely trigger extensive regulatory scrutiny, particularly in China, a key market for both companies. Intel is undergoing significant restructuring under CEO Pat Gelsinger to reclaim its competitiveness in the semiconductor market in terms of products and process technologies. Still, for now, both Intel and Qualcomm are quite successful standalone companies. While the combination would make a formidable firm (probably facing unprecedented antitrust scrutiny), it does not make much sense for Qualcomm to make such a massive takeover. These factors have collectively made a complete takeover less appealing to Qualcomm. Meanwhile, selling off a part of the company to Qualcomm may not make sense for Intel. Qualcomm aims to generate $22 billion in annual revenue by 2029 by expanding into markets like personal computers, networking, and automotive chips. Although Cristiano Amon, Qualcomm's chief executive, has stated that his company did not need a major takeover to achieve this goal, the company initiated preliminary discussions with Intel regarding a potential acquisition in September. Yet, it does not look like the deal is going to happen. Read more of this story at Slashdot.
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Justin Kinsey
In my two decades of recruiting, I've rarely seen the investment in hardware startups like that surrounding AI. Its rapid rise has brought many newcomers vying to make compute more efficient. But, this makes it tough for customers to separate the "signal from the noise". The harsh reality is that some offer little more than concepts—essentially, vaporware. This undermines years of work by patent-holding researchers but it’s the operating reality for startups like Ayar Labs, whose collective time invested in R&D can be measured in centuries rather than decades. What started in 2015 as the brainchild of Professor Milos Popovic, Alex Wright-Gladstein, and five eminent researchers soon evolved into a company that showed immense promise for integrating photonics and processors to accelerate computing. They took a deliberate path, ignoring hungry VCs and choosing strategic investors like GlobalFoundries, Intel, and Applied Materials, allowing them to focus on advancing their technology and mission. Under their first commercial CEO Charlie Wuischpard, he led them to a key design win in 2022 that fueled investor confidence and resulted in an additional $130M in funding. But if you ask any photonics engineer or architect, they’ll tell you using this technology to accelerate computing is BRUTAL. Combining photons and electrons requires a Herculean level of precision and deep insight into physics and engineering. Recognizing this, Ayar’s Board looked within and tapped co-founder and Chief Scientist Mark Wade to be their new CEO in 2023. This was a stroke of brilliance. Not only has Mark helped shepherd the company through their most painstaking technical developments, but he’s also been an evangelist for optical interconnectivity, attending what seems like every top conference to share its potential. Under Mark, Ayar has progressed to have not one, but two revenue-generating products and they’re shipping tens of thousands. BUT (and excuse me for framing it that way) in our industry, you’ve got to be in the “hundred million club” to make it; frankly, the clock is ticking and competitors are circling. Ayar turns ten next year and the game has changed. That AI gold rush I mentioned has made it harder to get in front of customers with a salient value proposition, and the same goes for attracting talented engineers and leaders. Those we recruit are leery of startups making big claims. My advice to Mark and the rest of the team is to go BIG or go HOME. Secure the next round of funding and expand the team swiftly and holistically. Do an entire team lift-out! You’ll save time and accelerate faster through a group with proven synergy rather than hiring piecemeal. I’ve said it before: 2025 is primed to be the year photonics revolutionizes the data center so make your moves now because you don’t want to be left on the sidelines when all the key players have already been picked. #semiconductorindustry #photonics #artificialintelligence
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Marco Mezger
Arm Is Rebuffed by #Intel After Inquiring About Buying Product Unit - Intel’s rapid decline has spurred takeover speculation - Arm is interested in product group, not factory operations Arm Holdings Plc approached Intel Corporation about potentially buying the ailing chipmaker’s product division, only to be told that the business isn’t for sale, according to a person with direct knowledge of the matter. In the high-level inquiry, Arm didn’t express interest in Intel’s #manufacturing operations, said the person, who asked not to be identified because the discussions were private. Intel has two main units: a product group that sells #chips for #personalcomputers, #servers and #networking equipment, and another that operates its factories. Combining with Intel would help Arm’s reach and kick-start a move toward selling more of its own products. The company currently licenses #technology and designs to customers, who then turn them into complete components. Its client list includes the biggest names in #technology, such as Amazon.com Inc., Qualcomm Inc. and Samsung Electronics Co. Thanks again to Ian King and Bloomberg News for the full article with more background and insights via the link below 🙏💡👇 https://lnkd.in/eCDvrC_h #semiconductorindustry #semiconductors #semiconductor #tech #it #chip #chips #innovation #technology #semiconductormanufacturing
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6 Comments -
William Kilmer
Intel is a 56-year old company, that has been on a two-decade decline. It's unfortunate that they've lost Pat Gelsinger, who was only part way through his turnaround plan. Years ago, Intel went through an existential crisis in the PC processor market and very frankly faced the reality that they were turning the battleship and won. This battle is much, much tougher. The company has missed multiple market opportunities: mobile processors, graphics processors and subsequently AI processing, as well as falling behind in foundry technology. Incumbent disadvantages are real. In Intel's case, it's often been summarized in their approach to innovation: > The market’s not big enough to move the needle > It couldn’t ever be as profitable as our main business > Our competencies are too important to give away, or… > We don’t have the right competencies to do it (stick to our knitting was a common phrase) It's hard for any one person or team to erase decades of poor decisions and missed markets. Interestingly, the US government has made a big, nearly $8B bet on Intel. Let's hope it pays off. #intel #semiconductors #chips #AI #mobile #processors #strategy #turnaround #williamkilmer https://lnkd.in/e6Yih6ty
18
1 Comment -
Marco Mezger
Ampere announces 256-core 3nm #CPU, unveils partnership with Qualcomm 💡 Also looking at #chiplets, integration of third-party #IP Ampere Computing introduced its roadmap for the coming years, including new #CPUs and collaborations with third parties. In particular, the company said it would launch its all-new 256-core AmpereOne #processor next year, made on TSMC's N3 process #technology. Also, Ampere is teaming up with Qualcomm to build #AI inference #servers with the company's accelerators. Apparently, Huawei is also looking at integrating third-party UCIe-compatible #chiplets into its own platforms. Ampere has begun shipping 192-core AmpereOne processors with an eight-channel DDR5 memory subsystem it introduced a year ago. Later this year, the company plans to introduce 192-core AmpereOne CPUs with a 12-channel DDR5 memory subsystem, requiring a brand-new platform. Thanks again to Anton Shilov and Tom's Hardware for the full article with more background and insights via the link below 💡🙏👇 https://lnkd.in/e6kMBR2Q #semiconductorindustry #semiconductors #semiconductor #tech #cpu #it #ic #semiconductormanufacturing #technology #chip #foundry #ai
214
3 Comments -
suyash jadhav
Update on Intel's Panther Lake at Computex 2024, Intel Powering Up Intel 18A Wafer Next Week During the Intel keynote hosted by CEO Pat Gelsinger, he gave the world a glimpse into the Intel Client roadmap until 2026. Meteor Lake launched last year on that roadmap, and Lunar Lake, which we dived into yesterday as Intel disclosed technical details about the upcoming platform. Pat also presented a wafer on stage, Panther Lake, and he gave some additional information about Intel's forthcoming Panther Lake platform, which is expected in 2025. We covered Intel's initial announcement about the Panther Lake platform last year. It is set to be Intel's first client platform using its Intel 18A node. Aside from once again affirming that things are on track for a 2026 launch, Pat Gelsinger, Intel's CEO, also confirmed that they will be powering on the first 18A wafer for Panther Lake as early as next week. Intel CPU Architecture Generations Alder/Raptor Lake Meteor Lake Lunar Lake Arrow Lake Panther Lake P-Core Architecture Golden Cove/ Raptor Cove Redwood Cove Lion Cove Lion Cove Cougar Cove? E-Core Architecture Gracemont Crestmont Skymont Crestmont? Darkmont? GPU Architecture Xe-LP Xe-LPG Xe2 Xe2? ? NPU Architecture N/A NPU 3720 NPU 4 ? ? Active Tiles 1 (Monolithic) 4 2 4? ? Manufacturing Processes Intel 7 Intel 4 + TSMC N6 + TSMC N5 TSMC N3B + TSMC N6 Intel 20A + More Intel 18A + ? Segment Mobile + Desktop Mobile LP Mobile HP Mobile + Desktop Mobile? Release Date (OEM) Q4'2021 Q4'2023 Q3'2024 Q4'2024 2025 One element to consider from last year is that Lunar Lake is built using TSMC, with the Lunar Lake compute tile with Xe2-LPG graphics on TSMC N3B, and the I/O tile on TSMC N6. Pat confirmed on stage that Panther Lake will be on Intel 18A. Still, he didn't confirm whether the chip will be made purely at Intel, or a mix between Intel and external foundries (ala Meteor Lake). Intel has also yet to confirm the CPU cores to be used, but from what our sources tell us, it sounds like it will be the new Cougar Cove and Darkmont cores. As we head into the second half of 2024 and after Lunar Lake launches, Intel may divulge more information, including the architectural advancements Panther Lake is expected to bring. Until then, we will have to wait and see. CPUs
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suyash jadhav
Update on Intel's Panther Lake at Computex 2024, Intel Powering Up Intel 18A Wafer Next Week During the Intel keynote hosted by CEO Pat Gelsinger, he gave the world a glimpse into the Intel Client roadmap until 2026. Meteor Lake launched last year on that roadmap, and Lunar Lake, which we dived into yesterday as Intel disclosed technical details about the upcoming platform. Pat also presented a wafer on stage, Panther Lake, and he gave some additional information about Intel's forthcoming Panther Lake platform, which is expected in 2025. We covered Intel's initial announcement about the Panther Lake platform last year. It is set to be Intel's first client platform using its Intel 18A node. Aside from once again affirming that things are on track for a 2026 launch, Pat Gelsinger, Intel's CEO, also confirmed that they will be powering on the first 18A wafer for Panther Lake as early as next week. Intel CPU Architecture Generations Alder/Raptor Lake Meteor Lake Lunar Lake Arrow Lake Panther Lake P-Core Architecture Golden Cove/ Raptor Cove Redwood Cove Lion Cove Lion Cove Cougar Cove? E-Core Architecture Gracemont Crestmont Skymont Crestmont? Darkmont? GPU Architecture Xe-LP Xe-LPG Xe2 Xe2? ? NPU Architecture N/A NPU 3720 NPU 4 ? ? Active Tiles 1 (Monolithic) 4 2 4? ? Manufacturing Processes Intel 7 Intel 4 + TSMC N6 + TSMC N5 TSMC N3B + TSMC N6 Intel 20A + More Intel 18A + ? Segment Mobile + Desktop Mobile LP Mobile HP Mobile + Desktop Mobile? Release Date (OEM) Q4'2021 Q4'2023 Q3'2024 Q4'2024 2025 One element to consider from last year is that Lunar Lake is built using TSMC, with the Lunar Lake compute tile with Xe2-LPG graphics on TSMC N3B, and the I/O tile on TSMC N6. Pat confirmed on stage that Panther Lake will be on Intel 18A. Still, he didn't confirm whether the chip will be made purely at Intel, or a mix between Intel and external foundries (ala Meteor Lake). Intel has also yet to confirm the CPU cores to be used, but from what our sources tell us, it sounds like it will be the new Cougar Cove and Darkmont cores. As we head into the second half of 2024 and after Lunar Lake launches, Intel may divulge more information, including the architectural advancements Panther Lake is expected to bring. Until then, we will have to wait and see. CPUs
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suyash jadhav
Update on Intel's Panther Lake at Computex 2024, Intel Powering Up Intel 18A Wafer Next Week During the Intel keynote hosted by CEO Pat Gelsinger, he gave the world a glimpse into the Intel Client roadmap until 2026. Meteor Lake launched last year on that roadmap, and Lunar Lake, which we dived into yesterday as Intel disclosed technical details about the upcoming platform. Pat also presented a wafer on stage, Panther Lake, and he gave some additional information about Intel's forthcoming Panther Lake platform, which is expected in 2025. We covered Intel's initial announcement about the Panther Lake platform last year. It is set to be Intel's first client platform using its Intel 18A node. Aside from once again affirming that things are on track for a 2026 launch, Pat Gelsinger, Intel's CEO, also confirmed that they will be powering on the first 18A wafer for Panther Lake as early as next week. Intel CPU Architecture Generations Alder/Raptor Lake Meteor Lake Lunar Lake Arrow Lake Panther Lake P-Core Architecture Golden Cove/ Raptor Cove Redwood Cove Lion Cove Lion Cove Cougar Cove? E-Core Architecture Gracemont Crestmont Skymont Crestmont? Darkmont? GPU Architecture Xe-LP Xe-LPG Xe2 Xe2? ? NPU Architecture N/A NPU 3720 NPU 4 ? ? Active Tiles 1 (Monolithic) 4 2 4? ? Manufacturing Processes Intel 7 Intel 4 + TSMC N6 + TSMC N5 TSMC N3B + TSMC N6 Intel 20A + More Intel 18A + ? Segment Mobile + Desktop Mobile LP Mobile HP Mobile + Desktop Mobile? Release Date (OEM) Q4'2021 Q4'2023 Q3'2024 Q4'2024 2025 One element to consider from last year is that Lunar Lake is built using TSMC, with the Lunar Lake compute tile with Xe2-LPG graphics on TSMC N3B, and the I/O tile on TSMC N6. Pat confirmed on stage that Panther Lake will be on Intel 18A. Still, he didn't confirm whether the chip will be made purely at Intel, or a mix between Intel and external foundries (ala Meteor Lake). Intel has also yet to confirm the CPU cores to be used, but from what our sources tell us, it sounds like it will be the new Cougar Cove and Darkmont cores. As we head into the second half of 2024 and after Lunar Lake launches, Intel may divulge more information, including the architectural advancements Panther Lake is expected to bring. Until then, we will have to wait and see. CPUs
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suyash jadhav
Update on Intel's Panther Lake at Computex 2024, Intel Powering Up Intel 18A Wafer Next Week During the Intel keynote hosted by CEO Pat Gelsinger, he gave the world a glimpse into the Intel Client roadmap until 2026. Meteor Lake launched last year on that roadmap, and Lunar Lake, which we dived into yesterday as Intel disclosed technical details about the upcoming platform. Pat also presented a wafer on stage, Panther Lake, and he gave some additional information about Intel's forthcoming Panther Lake platform, which is expected in 2025. We covered Intel's initial announcement about the Panther Lake platform last year. It is set to be Intel's first client platform using its Intel 18A node. Aside from once again affirming that things are on track for a 2026 launch, Pat Gelsinger, Intel's CEO, also confirmed that they will be powering on the first 18A wafer for Panther Lake as early as next week. Intel CPU Architecture Generations Alder/Raptor Lake Meteor Lake Lunar Lake Arrow Lake Panther Lake P-Core Architecture Golden Cove/ Raptor Cove Redwood Cove Lion Cove Lion Cove Cougar Cove? E-Core Architecture Gracemont Crestmont Skymont Crestmont? Darkmont? GPU Architecture Xe-LP Xe-LPG Xe2 Xe2? ? NPU Architecture N/A NPU 3720 NPU 4 ? ? Active Tiles 1 (Monolithic) 4 2 4? ? Manufacturing Processes Intel 7 Intel 4 + TSMC N6 + TSMC N5 TSMC N3B + TSMC N6 Intel 20A + More Intel 18A + ? Segment Mobile + Desktop Mobile LP Mobile HP Mobile + Desktop Mobile? Release Date (OEM) Q4'2021 Q4'2023 Q3'2024 Q4'2024 2025 One element to consider from last year is that Lunar Lake is built using TSMC, with the Lunar Lake compute tile with Xe2-LPG graphics on TSMC N3B, and the I/O tile on TSMC N6. Pat confirmed on stage that Panther Lake will be on Intel 18A. Still, he didn't confirm whether the chip will be made purely at Intel, or a mix between Intel and external foundries (ala Meteor Lake). Intel has also yet to confirm the CPU cores to be used, but from what our sources tell us, it sounds like it will be the new Cougar Cove and Darkmont cores. As we head into the second half of 2024 and after Lunar Lake launches, Intel may divulge more information, including the architectural advancements Panther Lake is expected to bring. Until then, we will have to wait and see. CPUs
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suyash jadhav
Update on Intel's Panther Lake at Computex 2024, Intel Powering Up Intel 18A Wafer Next Week During the Intel keynote hosted by CEO Pat Gelsinger, he gave the world a glimpse into the Intel Client roadmap until 2026. Meteor Lake launched last year on that roadmap, and Lunar Lake, which we dived into yesterday as Intel disclosed technical details about the upcoming platform. Pat also presented a wafer on stage, Panther Lake, and he gave some additional information about Intel's forthcoming Panther Lake platform, which is expected in 2025. We covered Intel's initial announcement about the Panther Lake platform last year. It is set to be Intel's first client platform using its Intel 18A node. Aside from once again affirming that things are on track for a 2026 launch, Pat Gelsinger, Intel's CEO, also confirmed that they will be powering on the first 18A wafer for Panther Lake as early as next week. Intel CPU Architecture Generations Alder/Raptor Lake Meteor Lake Lunar Lake Arrow Lake Panther Lake P-Core Architecture Golden Cove/ Raptor Cove Redwood Cove Lion Cove Lion Cove Cougar Cove? E-Core Architecture Gracemont Crestmont Skymont Crestmont? Darkmont? GPU Architecture Xe-LP Xe-LPG Xe2 Xe2? ? NPU Architecture N/A NPU 3720 NPU 4 ? ? Active Tiles 1 (Monolithic) 4 2 4? ? Manufacturing Processes Intel 7 Intel 4 + TSMC N6 + TSMC N5 TSMC N3B + TSMC N6 Intel 20A + More Intel 18A + ? Segment Mobile + Desktop Mobile LP Mobile HP Mobile + Desktop Mobile? Release Date (OEM) Q4'2021 Q4'2023 Q3'2024 Q4'2024 2025 One element to consider from last year is that Lunar Lake is built using TSMC, with the Lunar Lake compute tile with Xe2-LPG graphics on TSMC N3B, and the I/O tile on TSMC N6. Pat confirmed on stage that Panther Lake will be on Intel 18A. Still, he didn't confirm whether the chip will be made purely at Intel, or a mix between Intel and external foundries (ala Meteor Lake). Intel has also yet to confirm the CPU cores to be used, but from what our sources tell us, it sounds like it will be the new Cougar Cove and Darkmont cores. As we head into the second half of 2024 and after Lunar Lake launches, Intel may divulge more information, including the architectural advancements Panther Lake is expected to bring. Until then, we will have to wait and see. CPUs
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suyash jadhav
Update on Intel's Panther Lake at Computex 2024, Intel Powering Up Intel 18A Wafer Next Week During the Intel keynote hosted by CEO Pat Gelsinger, he gave the world a glimpse into the Intel Client roadmap until 2026. Meteor Lake launched last year on that roadmap, and Lunar Lake, which we dived into yesterday as Intel disclosed technical details about the upcoming platform. Pat also presented a wafer on stage, Panther Lake, and he gave some additional information about Intel's forthcoming Panther Lake platform, which is expected in 2025. We covered Intel's initial announcement about the Panther Lake platform last year. It is set to be Intel's first client platform using its Intel 18A node. Aside from once again affirming that things are on track for a 2026 launch, Pat Gelsinger, Intel's CEO, also confirmed that they will be powering on the first 18A wafer for Panther Lake as early as next week. Intel CPU Architecture Generations Alder/Raptor Lake Meteor Lake Lunar Lake Arrow Lake Panther Lake P-Core Architecture Golden Cove/ Raptor Cove Redwood Cove Lion Cove Lion Cove Cougar Cove? E-Core Architecture Gracemont Crestmont Skymont Crestmont? Darkmont? GPU Architecture Xe-LP Xe-LPG Xe2 Xe2? ? NPU Architecture N/A NPU 3720 NPU 4 ? ? Active Tiles 1 (Monolithic) 4 2 4? ? Manufacturing Processes Intel 7 Intel 4 + TSMC N6 + TSMC N5 TSMC N3B + TSMC N6 Intel 20A + More Intel 18A + ? Segment Mobile + Desktop Mobile LP Mobile HP Mobile + Desktop Mobile? Release Date (OEM) Q4'2021 Q4'2023 Q3'2024 Q4'2024 2025 One element to consider from last year is that Lunar Lake is built using TSMC, with the Lunar Lake compute tile with Xe2-LPG graphics on TSMC N3B, and the I/O tile on TSMC N6. Pat confirmed on stage that Panther Lake will be on Intel 18A. Still, he didn't confirm whether the chip will be made purely at Intel, or a mix between Intel and external foundries (ala Meteor Lake). Intel has also yet to confirm the CPU cores to be used, but from what our sources tell us, it sounds like it will be the new Cougar Cove and Darkmont cores. As we head into the second half of 2024 and after Lunar Lake launches, Intel may divulge more information, including the architectural advancements Panther Lake is expected to bring. Until then, we will have to wait and see. CPUs
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suyash jadhav
Update on Intel's Panther Lake at Computex 2024, Intel Powering Up Intel 18A Wafer Next Week During the Intel keynote hosted by CEO Pat Gelsinger, he gave the world a glimpse into the Intel Client roadmap until 2026. Meteor Lake launched last year on that roadmap, and Lunar Lake, which we dived into yesterday as Intel disclosed technical details about the upcoming platform. Pat also presented a wafer on stage, Panther Lake, and he gave some additional information about Intel's forthcoming Panther Lake platform, which is expected in 2025. We covered Intel's initial announcement about the Panther Lake platform last year. It is set to be Intel's first client platform using its Intel 18A node. Aside from once again affirming that things are on track for a 2026 launch, Pat Gelsinger, Intel's CEO, also confirmed that they will be powering on the first 18A wafer for Panther Lake as early as next week. Intel CPU Architecture Generations Alder/Raptor Lake Meteor Lake Lunar Lake Arrow Lake Panther Lake P-Core Architecture Golden Cove/ Raptor Cove Redwood Cove Lion Cove Lion Cove Cougar Cove? E-Core Architecture Gracemont Crestmont Skymont Crestmont? Darkmont? GPU Architecture Xe-LP Xe-LPG Xe2 Xe2? ? NPU Architecture N/A NPU 3720 NPU 4 ? ? Active Tiles 1 (Monolithic) 4 2 4? ? Manufacturing Processes Intel 7 Intel 4 + TSMC N6 + TSMC N5 TSMC N3B + TSMC N6 Intel 20A + More Intel 18A + ? Segment Mobile + Desktop Mobile LP Mobile HP Mobile + Desktop Mobile? Release Date (OEM) Q4'2021 Q4'2023 Q3'2024 Q4'2024 2025 One element to consider from last year is that Lunar Lake is built using TSMC, with the Lunar Lake compute tile with Xe2-LPG graphics on TSMC N3B, and the I/O tile on TSMC N6. Pat confirmed on stage that Panther Lake will be on Intel 18A. Still, he didn't confirm whether the chip will be made purely at Intel, or a mix between Intel and external foundries (ala Meteor Lake). Intel has also yet to confirm the CPU cores to be used, but from what our sources tell us, it sounds like it will be the new Cougar Cove and Darkmont cores. As we head into the second half of 2024 and after Lunar Lake launches, Intel may divulge more information, including the architectural advancements Panther Lake is expected to bring. Until then, we will have to wait and see. CPUs
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suyash jadhav
Update on Intel's Panther Lake at Computex 2024, Intel Powering Up Intel 18A Wafer Next Week During the Intel keynote hosted by CEO Pat Gelsinger, he gave the world a glimpse into the Intel Client roadmap until 2026. Meteor Lake launched last year on that roadmap, and Lunar Lake, which we dived into yesterday as Intel disclosed technical details about the upcoming platform. Pat also presented a wafer on stage, Panther Lake, and he gave some additional information about Intel's forthcoming Panther Lake platform, which is expected in 2025. We covered Intel's initial announcement about the Panther Lake platform last year. It is set to be Intel's first client platform using its Intel 18A node. Aside from once again affirming that things are on track for a 2026 launch, Pat Gelsinger, Intel's CEO, also confirmed that they will be powering on the first 18A wafer for Panther Lake as early as next week. Intel CPU Architecture Generations Alder/Raptor Lake Meteor Lake Lunar Lake Arrow Lake Panther Lake P-Core Architecture Golden Cove/ Raptor Cove Redwood Cove Lion Cove Lion Cove Cougar Cove? E-Core Architecture Gracemont Crestmont Skymont Crestmont? Darkmont? GPU Architecture Xe-LP Xe-LPG Xe2 Xe2? ? NPU Architecture N/A NPU 3720 NPU 4 ? ? Active Tiles 1 (Monolithic) 4 2 4? ? Manufacturing Processes Intel 7 Intel 4 + TSMC N6 + TSMC N5 TSMC N3B + TSMC N6 Intel 20A + More Intel 18A + ? Segment Mobile + Desktop Mobile LP Mobile HP Mobile + Desktop Mobile? Release Date (OEM) Q4'2021 Q4'2023 Q3'2024 Q4'2024 2025 One element to consider from last year is that Lunar Lake is built using TSMC, with the Lunar Lake compute tile with Xe2-LPG graphics on TSMC N3B, and the I/O tile on TSMC N6. Pat confirmed on stage that Panther Lake will be on Intel 18A. Still, he didn't confirm whether the chip will be made purely at Intel, or a mix between Intel and external foundries (ala Meteor Lake). Intel has also yet to confirm the CPU cores to be used, but from what our sources tell us, it sounds like it will be the new Cougar Cove and Darkmont cores. As we head into the second half of 2024 and after Lunar Lake launches, Intel may divulge more information, including the architectural advancements Panther Lake is expected to bring. Until then, we will have to wait and see. CPUs
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suyash jadhav
Update on Intel's Panther Lake at Computex 2024, Intel Powering Up Intel 18A Wafer Next Week During the Intel keynote hosted by CEO Pat Gelsinger, he gave the world a glimpse into the Intel Client roadmap until 2026. Meteor Lake launched last year on that roadmap, and Lunar Lake, which we dived into yesterday as Intel disclosed technical details about the upcoming platform. Pat also presented a wafer on stage, Panther Lake, and he gave some additional information about Intel's forthcoming Panther Lake platform, which is expected in 2025. We covered Intel's initial announcement about the Panther Lake platform last year. It is set to be Intel's first client platform using its Intel 18A node. Aside from once again affirming that things are on track for a 2026 launch, Pat Gelsinger, Intel's CEO, also confirmed that they will be powering on the first 18A wafer for Panther Lake as early as next week. Intel CPU Architecture Generations Alder/Raptor Lake Meteor Lake Lunar Lake Arrow Lake Panther Lake P-Core Architecture Golden Cove/ Raptor Cove Redwood Cove Lion Cove Lion Cove Cougar Cove? E-Core Architecture Gracemont Crestmont Skymont Crestmont? Darkmont? GPU Architecture Xe-LP Xe-LPG Xe2 Xe2? ? NPU Architecture N/A NPU 3720 NPU 4 ? ? Active Tiles 1 (Monolithic) 4 2 4? ? Manufacturing Processes Intel 7 Intel 4 + TSMC N6 + TSMC N5 TSMC N3B + TSMC N6 Intel 20A + More Intel 18A + ? Segment Mobile + Desktop Mobile LP Mobile HP Mobile + Desktop Mobile? Release Date (OEM) Q4'2021 Q4'2023 Q3'2024 Q4'2024 2025 One element to consider from last year is that Lunar Lake is built using TSMC, with the Lunar Lake compute tile with Xe2-LPG graphics on TSMC N3B, and the I/O tile on TSMC N6. Pat confirmed on stage that Panther Lake will be on Intel 18A. Still, he didn't confirm whether the chip will be made purely at Intel, or a mix between Intel and external foundries (ala Meteor Lake). Intel has also yet to confirm the CPU cores to be used, but from what our sources tell us, it sounds like it will be the new Cougar Cove and Darkmont cores. As we head into the second half of 2024 and after Lunar Lake launches, Intel may divulge more information, including the architectural advancements Panther Lake is expected to bring. Until then, we will have to wait and see. CPUs
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suyash jadhav
Update on Intel's Panther Lake at Computex 2024, Intel Powering Up Intel 18A Wafer Next Week During the Intel keynote hosted by CEO Pat Gelsinger, he gave the world a glimpse into the Intel Client roadmap until 2026. Meteor Lake launched last year on that roadmap, and Lunar Lake, which we dived into yesterday as Intel disclosed technical details about the upcoming platform. Pat also presented a wafer on stage, Panther Lake, and he gave some additional information about Intel's forthcoming Panther Lake platform, which is expected in 2025. We covered Intel's initial announcement about the Panther Lake platform last year. It is set to be Intel's first client platform using its Intel 18A node. Aside from once again affirming that things are on track for a 2026 launch, Pat Gelsinger, Intel's CEO, also confirmed that they will be powering on the first 18A wafer for Panther Lake as early as next week. Intel CPU Architecture Generations Alder/Raptor Lake Meteor Lake Lunar Lake Arrow Lake Panther Lake P-Core Architecture Golden Cove/ Raptor Cove Redwood Cove Lion Cove Lion Cove Cougar Cove? E-Core Architecture Gracemont Crestmont Skymont Crestmont? Darkmont? GPU Architecture Xe-LP Xe-LPG Xe2 Xe2? ? NPU Architecture N/A NPU 3720 NPU 4 ? ? Active Tiles 1 (Monolithic) 4 2 4? ? Manufacturing Processes Intel 7 Intel 4 + TSMC N6 + TSMC N5 TSMC N3B + TSMC N6 Intel 20A + More Intel 18A + ? Segment Mobile + Desktop Mobile LP Mobile HP Mobile + Desktop Mobile? Release Date (OEM) Q4'2021 Q4'2023 Q3'2024 Q4'2024 2025 One element to consider from last year is that Lunar Lake is built using TSMC, with the Lunar Lake compute tile with Xe2-LPG graphics on TSMC N3B, and the I/O tile on TSMC N6. Pat confirmed on stage that Panther Lake will be on Intel 18A. Still, he didn't confirm whether the chip will be made purely at Intel, or a mix between Intel and external foundries (ala Meteor Lake). Intel has also yet to confirm the CPU cores to be used, but from what our sources tell us, it sounds like it will be the new Cougar Cove and Darkmont cores. As we head into the second half of 2024 and after Lunar Lake launches, Intel may divulge more information, including the architectural advancements Panther Lake is expected to bring. Until then, we will have to wait and see. CPUs
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suyash jadhav
Update on Intel's Panther Lake at Computex 2024, Intel Powering Up Intel 18A Wafer Next Week During the Intel keynote hosted by CEO Pat Gelsinger, he gave the world a glimpse into the Intel Client roadmap until 2026. Meteor Lake launched last year on that roadmap, and Lunar Lake, which we dived into yesterday as Intel disclosed technical details about the upcoming platform. Pat also presented a wafer on stage, Panther Lake, and he gave some additional information about Intel's forthcoming Panther Lake platform, which is expected in 2025. We covered Intel's initial announcement about the Panther Lake platform last year. It is set to be Intel's first client platform using its Intel 18A node. Aside from once again affirming that things are on track for a 2026 launch, Pat Gelsinger, Intel's CEO, also confirmed that they will be powering on the first 18A wafer for Panther Lake as early as next week. Intel CPU Architecture Generations Alder/Raptor Lake Meteor Lake Lunar Lake Arrow Lake Panther Lake P-Core Architecture Golden Cove/ Raptor Cove Redwood Cove Lion Cove Lion Cove Cougar Cove? E-Core Architecture Gracemont Crestmont Skymont Crestmont? Darkmont? GPU Architecture Xe-LP Xe-LPG Xe2 Xe2? ? NPU Architecture N/A NPU 3720 NPU 4 ? ? Active Tiles 1 (Monolithic) 4 2 4? ? Manufacturing Processes Intel 7 Intel 4 + TSMC N6 + TSMC N5 TSMC N3B + TSMC N6 Intel 20A + More Intel 18A + ? Segment Mobile + Desktop Mobile LP Mobile HP Mobile + Desktop Mobile? Release Date (OEM) Q4'2021 Q4'2023 Q3'2024 Q4'2024 2025 One element to consider from last year is that Lunar Lake is built using TSMC, with the Lunar Lake compute tile with Xe2-LPG graphics on TSMC N3B, and the I/O tile on TSMC N6. Pat confirmed on stage that Panther Lake will be on Intel 18A. Still, he didn't confirm whether the chip will be made purely at Intel, or a mix between Intel and external foundries (ala Meteor Lake). Intel has also yet to confirm the CPU cores to be used, but from what our sources tell us, it sounds like it will be the new Cougar Cove and Darkmont cores. As we head into the second half of 2024 and after Lunar Lake launches, Intel may divulge more information, including the architectural advancements Panther Lake is expected to bring. Until then, we will have to wait and see. CPUs
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