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agreed RAMP is going to be costlier initially but Intel will spread it over multiple products on 18A over a longer period of time
Jan 7, 2026
I'm sure that is true, but my point is that you have 4 different die rolled up into one package. Without knowing what kind of pricing...
Jan 7, 2026
i think 18A is going to be the costliest of the bunch considering die size the base die is 22nm FFL and is cost optimized so 274mm2...
Jan 7, 2026
I don't think it will be that simple. The compute tile is 18A the graphics tile is either 3nm or TSMC and the platform controller tile...
Jan 7, 2026
same Xe, Intel 3 +19% larger than TSMC N3E, if the extracted numbers from the cartoon are correct
Jan 7, 2026
I think you're right from a technical perspective, but I also suspect cost and capacity could play a major role in the decision here...
Jan 7, 2026
No, it's worse
Jan 7, 2026
It's been known that Intel 3 library cell density is ~1.15-1.3X lower than TSMC N3E.
Jan 7, 2026
Well it's possible from cost perspective but we can only guess.
Intel never had 2 versions of 12Xe3 cores on Intel 3 and N3E.
The real...
Jan 7, 2026
Panther Lake SKU list is a bit messy; Some takeaways:
- Ultra 7 can have 8 or 16 CPU cores, Ultra 5 can have 6, 8, or 12 CPU cores...
Jan 7, 2026
I had to look him up !
Jan 7, 2026
T
I had to look him up !
Jan 7, 2026
A
Who knows ? We’re only just beginning the journey with the second type of broadly applicable models.
* Revolution one was vision systems...
Jan 7, 2026
Disruption is Elon's middle name. I wish he would hook-up with Intel Foundry. Come on Lip-Bu! Intel is running laps around Samsung.
Jan 7, 2026
K
I had to look him up !
Jan 7, 2026