Yep. Precisely right. It will be the end of the node argumentIntel announced at Computex today that Lunar Lake's compute chiplet is being fabbed on TSMC N3B. This is interesting for several reasons, but the one that stands out for me is that this will give us Intel's latest and greatest core, versus Apple's not-quite latest (M3) core, on the same exact process. Comparisons of PPA will be much more informative!
The next part is on 18A. Panther Lake will be an architecture based off Lunar Lake, but scaled up.I’m very worried about the industry now that nobody can keep up with TSMC. Even when Intel had the best fabs, IBM and AMD were within spitting distance (and IBM generally had better transistors than Intel, and we had better interconnect than Intel, for most of that time). If intel really had faith they were going to catch up, they wouldn’t do this TSMC stuff.
Basically, we have arrow and lunar lake on N3B
Next part is Panther Lake on 18A which covers both.