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T
Panther Lake will enter high-volume production at Intel’s newest fab in Arizona later this year as company invests in strengthening U.S...
Oct 11, 2025
T
Going by 0.2 at Q1'25, I would have added 0.02 to the estimates afterwards:
Q2'25: 0.17
Q3'25: 0.15
Q4'25-Q1'26: 0.13
But 0.15 still...
Oct 11, 2025
T
Betting most heavily on this one.
Oct 11, 2025
T
I'm sure fab42 had enough space to install EUV.
Oct 11, 2025
T
Currently it is only being produced in Fab52 and yes they are planning to shift more production inHouse and Intel is a very big wafer...
Oct 11, 2025
T
Intel has always started production in Oregon early in a ramp. Most of the dice for the initial launch come out of Oregon. That isn't...
Oct 11, 2025
T
Occasionally, a research facility in Oregon will mass-produce the product for a short period of time before a mass-production factory is...
Oct 11, 2025
T
FWIW, The 4 Xe core verison of the iGPU is going to be the higher volume product by far.
Intel's showing 3 main configurations:
8...
Oct 11, 2025
K
FWIW, The 4 Xe core verison of the iGPU is going to be the higher volume product by far.
Intel's showing 3 main configurations:
8...
Oct 11, 2025
K
Intel has always started production in Oregon early in a ramp. Most of the dice for the initial launch come out of Oregon. That isn't...
Oct 11, 2025
K
Going by 0.2 at Q1'25, I would have added 0.02 to the estimates afterwards:
Q2'25: 0.17
Q3'25: 0.15
Q4'25-Q1'26: 0.13
But 0.15 still...
Oct 11, 2025
FWIW, The 4 Xe core verison of the iGPU is going to be the higher volume product by far.
Intel's showing 3 main configurations:
8...
Oct 11, 2025
If this has been a long-standing Intel practice, mixing R&D and production in the same environment, does it still make sense in today’s...
Oct 11, 2025
S
UBS Raises CoWoS Demand Forecasts for NVIDIA and Broadcom, With Rubin and CPX as Key Growth Drivers UBS (T. Arcuri, Oct 8, 2025)
UBS...
Oct 11, 2025
UBS Raises CoWoS Demand Forecasts for NVIDIA and Broadcom, With Rubin and CPX as Key Growth Drivers UBS (T. Arcuri, Oct 8, 2025)
UBS...
Oct 11, 2025
Like.
Panther Lake will enter high-volume production at Intel’s newest fab in Arizona later this year as company invests in strengthening U.S...
Xebec replied to the thread Intel Unveils Panther Lake Architecture: First AI PC Platform Built on 18A.FWIW, The 4 Xe core verison of the iGPU is going to be the higher volume product by far. Intel's showing 3 main configurations: 8...
hist78 replied to the thread Intel Unveils Panther Lake Architecture: First AI PC Platform Built on 18A.If this has been a long-standing Intel practice, mixing R&D and production in the same environment, does it still make sense in today’s...
Daniel Nenni replied to the thread TSMC September 2025 Revenue Report.UBS Raises CoWoS Demand Forecasts for NVIDIA and Broadcom, With Rubin and CPX as Key Growth Drivers UBS (T. Arcuri, Oct 8, 2025) UBS...