Intel Unveils Panther Lake Architecture: First AI PC Platform Built on 18A

[tooLongInEDA]

Intel was able to do 5 nodes in 4 years because the lead fab has the mission to lead, seed and the seeds transfer to another fab. It used to be every other year a new node, before all the difficulty starting in the 2010 until present. The Ronler Acres Moore Park complex is a grand scale. There is probably a cheaper way to do R&D but that is the Intel way. It worked better when fab lite wasn't a viable option as it is now.

On the topic of taking fab lite off the table for Intel, so they focus on the old tick tock, now that Intel's capital structure is different, with Trump and SoftBank and Nvidia, perhaps they can sack the board members who still want to see fab lite happen? Make a statement that fab lite is dead?

I do hope the official history (if one ever exists) doesn't record Pat Gelsinger's claim of 5N4Y as fact. If they'd really achieved that (with real, full nodes all going into full production), they wouldn't be where they are today. I'd happily never read about the supposed 5N4Y ever gain.

 

[MKWVentures]

No, it won't reach us consumers until next year, but the PTL will definitely reach the OEMs within the year, so there's no doubt that the 18A will start production in the second half of 2025.

they already said they started 18A production months ago. Correct?? The only question is when the end product launches

 

[MKWVentures]

I agree it probably won't be January.

But glass half full - there won't (likely?) be any retail TSMC N2 or Samsung 2nm products in Q1 2026 either..

Like meteor lake. they issue is not competition. For Intel, It is delivering to OEMs on the committed date