The Fall of Intel

[Cmaier]

In his honor, they will move to a brand new 47nm process! Gold-plated!

Short-circuits are a fake woke concept

 

[Yoused]

Short-circuits are a fake woke concept

But when you have a hard time getting all the current to go where you want, you get leakage. I think he can tell them everything there is to know about leakage.

 

[throAU]

I'm really not sure what the game plan is here.

If they'd provided funds: i can see it as being a matter of national security to save intel.

But to not provide any funding? Though i do hear this was a demand to continue to get the CHIPS act funds.

 

[Agent47]

Best way for Intel to catch up with TSMC is undoubtedly to put Trump and his knowledge of semiconductor fabrication and semiconductor material science in charge.

Make 14nm Great Again

"I know more about semi manufactoring than anyone else"

 

[Cmaier]

Intel details everything that could go wrong with US taking a 10% stake

Intel warns investors to brace for losses and uncertainties.

arstechnica.com

… in which it is revealed that the real reason Trump wants the stake in Intel is because the gov’t would then have inside information that he can trade stocks on in order to personally profit….

 

[dada_dave]

Intel details everything that could go wrong with US taking a 10% stake

Intel warns investors to brace for losses and uncertainties.

arstechnica.com

… in which it is revealed that the real reason Trump wants the stake in Intel is because the gov’t would then have inside information that he can trade stocks on in order to personally profit….

Intel Drops Funding HBCU Legal Pipeline - Above the Law

Surprise surprise.

abovethelaw.com

I’m not sure Intel needed to be told that they had to drop any diversity initiatives as part of the deal, but I’d bet the WH did so anyway.

 

[dada_dave]

Intel admits its high-end desktop PC chips 'fumbled the football,' disusses 18A yield challenges and performance, Panther Lake ramp

Bulk of Intel's shipments in 2H 2025 and 1H 2026 will still be Arrow Lake and Lunar Lake.

www.tomshardware.com

Intel being more downbeat and less defensive than usual, still assuring everyone of future success of course, but even that was somewhat more … measured. Interesting.

 

[dada_dave]

Intel's 14nm+++ desktop CPUs are making a comeback — chipmaker inexplicably resurrects Comet Lake from five years ago with 'new' Core i5-110

So, should we call this 10th Gen or Core Series 1?

www.tomshardware.com

Intel taking recycling seriously. Rereleasing a Comet Lake chip.

The Core i5-110 is a desktop processor, meaning it is compatible with an LGA1200 socket and either an Intel 400-series or 500-series motherboard. However, Intel has introduced two new sockets since LGA1200, so it's a mystery just how many consumers still have a LGA1200 motherboard that can accommodate the Core i5-110.

Despite the Core i5-110 being a blatant rebrand, Intel is still charging the same price for the chip as it was when it launched five years ago. The RCP (Recommended Customer Price) for the Core i5-110 is $200, which falls within the same range as the Core i5-10400's $200 to $210. It's an insane price considering that 14nm+++ chips should be dirt cheap to produce by now.

At $200, the Core i5-110 is supposed to be a value processor, but it's hard to see the value in it.

 

[dada_dave]

Intel takes the wraps off Panther Lake — first 18A client processor brings the best of Lunar Lake and Arrow Lake together in one package

Panther Lake brings the power efficiency and graphics performance of Lunar Lake and the platform flexibility of Arrow Lake all together on one SoC

www.tomshardware.com

Intel offered a high-level preview of single-threaded performance with Cougar Cove, suggesting that the new P-core can deliver 10% higher performance at similar power to Lunar and Arrow Lake, or 40% lower power at similar performance in less demanding workloads.

The multi-threaded performance story for Panther Lake is a bit muddier. Intel claims that Panther Lake can deliver 50% more performance at similar power to Lunar Lake, or 30% lower power for multi-threaded performance similar to Arrow Lake-H.

Of course, if we consider these charts in their entirety, Panther Lake can also deliver higher absolute performance at similar power to Arrow Lake-H, emphasizing the greater performance scalability of what we assume to be the 4P+8E+4LPE package.

So a tweaked core design for both E and P cores and new node, but I’m not sure that even Intel’s own relative performance prognosticators are all that impressive?

Starting with multicore:

https://cdn.mos.cms.futurecdn.net/ihxSynx3QXGZgj8oNXb49i.png

Unless I’m misunderstanding Intel is comparing a 4+8+4 Panther Lake chip to a 4+4 Lunar Lake chip to get the 50% performance improvement at the same power, so that number doesn’t really seem useful? The second number comparing it Arrow Lake are like more germaine.

The ST is also odd because according to notebookcheck data on actual laptops Arrow Lake and Lunar Lake had vastly different efficiencies in the wild and yet here they are comparable?

https://cdn.mos.cms.futurecdn.net/u7TsnZwkDMYn3QyeeCe4Lc-1024-80.png.webp

The ARL-LNL curves do separate (and PTL gets better too relative to both) at lower power but overall this must be an Int vs FP issue since the Intel curve in the chart is on SpecInt while the notebookcheck data is using CB R24, mostly a floating point test.

It’s also odd that they chose such a high power draw for their main stat given that again it seems that PTL actually gets better at lower power draw. Advertising 10% performance improvement for the same power draw doesn’t seem that great? The 40% power efficiency is nice, but overall it seems this is mostly down to the node improvement. And even then it’s not clear how big an improvement that node is, given that Intel is jumping from N3B. So if this is the result how will Intel’s 18A compare to TSMC’s upcoming 2nm? -though of course 18A is launching first and will be competing again N3P. I’m just not sure TSMC should be worried by that even if Intel had its act together in terms of being a foundry for 3rd parties?

I do like the tile system (unsurprisingly I know) but basically I feel like I read a list of extremely promising sounding improvements - first to ribbon-FET, first to BSPD, new cores (okay even Intel admits they’re optimized designs) - to get just a decent but not massive upgrade in the end. Like I felt it was building to a much bigger reveal that what it was and maybe than it needed to be. But we’ll see.

 

[diamond.g]

Intel announces XeSS 3 with XeSS-MFG "Multi Frame Generation" - VideoCardz.com

Intel XeSS3 gets Multi-Frame Generation up to 4x frames Announced at Intel Tech Tour 2025. At the Intel Tech Tour, the company officially announced XeSS 3, the next major version of its AI-based upscaling technology. A new feature called XeSS-MFG (Multi-Frame Generation) was also introduced...

videocardz.com

So Intel is joining the MFG club, that leave AMD and Apple as the odd ones out. They are the first to bring it to older GPU's as well.

 

[dada_dave]

Intel’s tick-tock isn’t coming back, and everything else I just learned

I listened to Intel’s earnings call.

www.theverge.com

Tan revealed today that Intel will also release new AI GPUs each and every year, following Nvidia and AMDin shaking up their traditional cadence to address the huge demand for AI servers. It’s not clear what that might mean for those hoping for more Intel gaming GPUs.

the company reiterated it’s only launching one SKU of Panther Lake this year and slowly rolling out others in 2026. Here’s another possible reason why: Zinsner hinted today that Panther Lake will be a “pretty expensive” product to start with, and Intel’s going to have to push its existing Lunar Lake chips instead “in at least the first half of the year.”

While Intel has repeatedly pushed back against the idea that its 18A process had poor yields, the company admitted to investors and analysts today that it’s not ready to be a huge financial success either: yields are “adequate to address the supply but not where we need them to be to drive the appropriate level of margins,” says Zinsner, suggesting that it might be 2026, or even 2027 for an “acceptable level of yields” in that regard.

But don’t worry they say later that 14A is working out great!

 

[Cmaier]

Intel’s tick-tock isn’t coming back, and everything else I just learned

I listened to Intel’s earnings call.

www.theverge.com

But don’t worry they say later that 14A is working out great!

They should avoid naming any process “14”