PC Ekspert Forum - View Single Post - Vijesti i novosti o Intel procesorima i čipsetima

The Exiled · 25.10.2025., 14:01

Citiraj:

Intel confirms Nova Lake CPU launch in 2026: up to 52 cores, Xe3 GPU, and LGA 1954 socket

Citiraj:

Intel will launch the Core Ultra 200S Plus Arrow Lake Refresh series in early 2026, followed by Nova Lake later in the year. Arrow Lake Refresh will include the Core Ultra 9 290K Plus and Core Ultra 7 270K Plus, which were leaked earlier this week. Tan also confirmed that the first Panther Lake mobile CPUs will arrive by the end of this year, followed by additional models during the first half of next year.

Intel Nova Lake may lack AVX10, APX, and AMX instruction support

Citiraj:

Intel’s upcoming Nova Lake has attracted attention due to its lack of flags regarding the AVX10, APX, and AMX instructions, suggesting that they may be absent from these chips. While this wouldn’t be surprising considering the company’s past behaviour – disabling AVX-512 on consumer parts to give server CPUs an advantage, for example – it was believed that future Intel hardware would support AVX10 along with 512-bit AVX-512. Now, while Intel is still finalising its next-gen Nova Lake specifications, the chips’ microarchitecture is already fixed, meaning that they won’t magically add these instructions later. That said, previous documents have indicated Intel will introduce AVX10.2 support in future Intel Core processors, so who is right? What is sure is that Nova Lake would benefit from AVX10, APX, and AMX support, if not today, then later.

Intel has cut 35,500 jobs in less than two years

Citiraj:

While initially the chief executive of Intel said that he planned to flatten the company and reduce the number of mid-tier managers, eventually it turned out that the company had axed thousands of engineers and technicians at its Oregon facilities. In fact, only 8% of personnel that were laid off in Oregon had the word 'manager' in their job titles, whereas all the others were various engineers or technicians in various support roles. Intel's latest financial report for the third quarter of 2025 also indicates that the company reduced its R&D budget by over $800 million year-over-year despite a revenue increase, which is a clear indicator that the company was axing multiple projects and initiatives that were at various stages of research and development. Indeed, during the Q3 2025 earnings call, Intel's management repeatedly emphasized that the company was still in the process of 'right-sizing' its operations, meaning tightening costs, focusing resources on high-return projects, and maintaining strict capital discipline.

Intel's pivotal 18A process is making steady progress, but still lags behind — yields only set to reach industry standard levels in 2027

Citiraj:

Intel's management revealed during the company's Q3 2025 earnings call that while its 18A fabrication process is progressing predictably, with usable yields, enabling the company to begin ramping production of the Core Ultra 300-series processors, codenamed Panther Lake. However, the ramp-up of 18A processors will be slow due to relatively low yields, and Intel will not expand available 18A capacity at a rapid pace. Currently, 18A's yields are not yet comfortable from a commercial point of view. This means that Intel will ramp up production of its Panther Lake processors more slowly than initially planned, and will focus on building more advanced models first (assuming it can make enough chips with higher-end specifications), to sell them at higher prices.

Fixing Intel Foundry is like stopping tripping down the stairs

Citiraj:

What seems clear from all of this is that if Intel does not get some 14A customers, it is perfectly happy – well, willing, if not happy – to do future Xeons further down the roadmap on 18A or go to TSMC for cores for its compute engines using its rival’s A16 or A14 processes. If that happens, Intel Foundry will stall at 18A just like it did at 14 nanometers, and this will not be good for either Intel Products or Intel Foundry. It may be the end of the line, as 14 nanometers and its 12 nanometer refinement, was for GlobalFoundries. The point is, a delay in the Xeon lineup that is not fully explained for an 18A process will taint the outside perception of the 18A process, and that doesn’t help Intel Foundry. But, then again, neither does saying that 18A chips in the pipeline have some packaging challenges.

Getting nVidia to buy $5 billion of diluted Intel shares helped the Intel balance sheet, and it is great that Intel is working with nVidia to add NVLink ports to future Xeon server CPUs so they can be a peer to nVidia’s own “Grace” and “Vera” Arm server chips in rackscale AI systems. But Intel has walked away from the $200 billion datacenter GPU market that might be worth $500 billion by 2030, and is going to try to make do with a rackscale inference engine that doesn’t upset nVidia too much. It is hard for us to see this as a win, even if it is what Intel has to do to survive. Clearly, Intel is banking on winning some foundry deals as the trade war with China heats up, but TSMC ramping up foundry operations in Arizona and showing off nVidia “Blackwell” GPUs coming out id the fabs there, hurt Intel’s cause even if it may eventually avert World War III.

I tak, nekoliko desetaka tisuća otkaza uz puste milijarde od države, nVidije i par sličnih vanjskih ulaganja i Intel ponovno posluje u plusu, mada s njihove strane realno nije bilo nekakve promjene.

Magični 18A proces za koji se svi u Intelu pretvaraju kako zapravo nije ekvivalent TSMC-ovom 5nm iz 2020. će krajem godine uz pomoć mobilnih Panther Lake modela cijelom svijetu pokazati kojim kursom Intelov brod nastavlja ploviti. Šećer na kraju je Tom Petersen koji više od dva sata uz hrpu laži i popratnih konstrukcija pokušava uvjeriti tzv. novinare i ostatak etera da desktop Xe3 ARC GPU stiže prema planu i programu uz pomoć uvijek vjernih PowerPoint prezentacija.

Intel's Tom Petersen talks Xe3 gaming, making a better GPU & more

EDIT:
Satya Nadella, Jensen Huang, and Michael Dell all urged Trump to keep Intel's Lip-Bu Tan