Recent #Intel news in the semiconductor industry

9 months ago

➀ The specifications for Intel's next-gen mobile processors have been leaked, possibly giving a glimpse of Panther Lake and Wildcat Lake, two upcoming CPU families set to dominate Intel's mobile lineup in late 2025 and early 2026.

➁ Panther Lake is expected to be a high-performance mobile CPU series for laptops and possibly gaming handhelds, featuring a mix of Cougar Cove P-cores and Darkmont E-cores, and Intel's Xe3 'Celestial' graphics.

➂ Wildcat Lake is anticipated to be an ultra-low-power successor to Alder Lake-N, targeting low-cost laptops, Chromebooks, and embedded applications.

IntelLeaks
9 months ago

➀ Seco将在3月份的嵌入式世界展会上推出基于Intel Processor N系列的计算机模块;

➁ 这些处理器被称为Twin Lake,具有多达八个'Efficiency'核心,针对6至15W的功耗应用;

➂ SOM-SMARC-TWL具有SMARC(智能移动架构)外形尺寸,提供2x NBase-T、2x USB 3.2 Gen 2、6x USB 2.0和4x PCIe Gen 3通道等连接选项;

➃ SOM-COMe-CT6-TWL是类似处理器板,但采用COM Express Type 6 Compact外形尺寸。

IntelPCIeddr5processor
9 months ago

➀ Glasgow researchers have developed diamond transistors that default to off;

➁ Yangtze Memory Technologies is shipping a TLC NAND with 294 layers;

➂ The OECD reports on the retirement crisis facing many countries;

➃ Binder introduces Cat6A data cables with M12 connectors for railways;

➄ Intel adjusts its product roadmap with a 'get real' approach, delaying the 18A processor line.

IntelNANDRetirementelectronicsresearch
9 months ago

➀ Intel's data center CPU sales reached a 13-year low in 2024 due to increased competition from AMD, the transition to higher-core count models, and a market shift to AI servers.

➁ Unit sales of Intel's data center CPUs dropped by 20% from 2011 levels and over 80% from 2021.

➂ Intel's data center average selling prices increased, but it is unclear if the company can regain market share in the AI accelerator market.

AMDCloud ComputingData centerIntelMarket ShareServer CPUscpu
9 months ago

➀ AMD in Q4 2024 posted impressive financial results, with its client and datacenter CPUs driving the growth.

➁ The company's datacenter business achieved a 69% YoY increase in net revenue, marking a milestone as it outsold Intel in the datacenter space for the first time.

➂ However, AMD's gaming business struggled with a significant decline in revenue and operating income, mainly due to lower sales of Radeon discrete GPUs and system-on-chips for game consoles.

AMDCPUsIntelMarket ShareRevenue
9 months ago
1. Intel's Q4 results were better than expected but still showed declines in revenue and margins, highlighting competitive pressures and market challenges. 2. The company's 2025 outlook focuses on damage control, with significant improvements not expected until 2026-2027, particularly in the foundry business. 3. Intel's product timeline is being rationalized to align with production capabilities, but delays and high execution risks persist, especially in AI and consumer chips.
AIIntel
9 months ago

➀ The Intel Core Ultra 7 255H, based on the Arrow Lake architecture, demonstrates a 32% improvement over the 155H in PassMark's single-core benchmark.

➁ The updated Lion Cove P-cores and N3B process contribute to the performance boost.

➂ Despite efficiency concerns, the 255H shows a 15% improvement in CPU Mark compared to its predecessor.

Arrow LakeCore UltraIntelbenchmarkcpuperformance
9 months ago

➀ Intel plans to release its next-generation Panther Lake CPUs in the second half of 2025 using the new Intel 18A process node.

➁ These CPUs will enter mass production in 2025, with more details on desktop availability expected soon.

➂ In 2026, Intel will follow up with the Nova Lake CPUs, promising enhanced performance and cost efficiency.

CPUIntelNova LakePanther LakeSEMICONDUCTOR
9 months ago

➀ Intel has delayed the release of its key data center processor, Clearwater Forest, to the first half of 2026 due to massive losses and challenges with packaging technology.

➁ The delay is seen as a setback for Intel's competitive position in the data center market and its efforts to regain market share.

➂ Intel's financial results revealed significant losses, with the company investing heavily in new fabs and production capacity in the U.S.

Data centerIntelXeonserver market
9 months ago

➀ Rise of the Ronin will launch on PC on March 11 with support for 8K resolutions, 120FPS, NVIDIA DLSS, AMD FSR, Intel XeSS, ray tracing, and 3D audio.

➁ The minimum system requirements include an Intel i5-10400 or AMD Ryzen 5 1600, 16GB RAM, and a GTX 1060 or RX 5500 XT graphics card.

➂ Recommended specifications are higher, including an Intel Core i5-10600K or AMD Ryzen 5 5600X, and a RTX 2080 Super or RX 6700XT graphics card.

3D AudioAMDDLSSFSRIntelNVIDIAXeSSgamingray tracing