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The Exiled · 07.02.2025., 18:22

Citiraj:

Intel "Nova Lake" to appear with up to 52 cores: 16P+32E+4LPE configuration

Citiraj:

Intel's upcoming "Nova Lake" desktop processors are taking shape slowly, featuring a three-tier core design that could reach 52 total cores. Set for 2026, the flagship SKU combines 16 "Coyote Cove" P-cores with 32 "Arctic Wolf" E-cores, supplemented by 4 LPE-cores for background task management. Intel is reportedly also considering 28-core (8P + 16E + 4LPE), and 16-core (4P + 8E + 4LPE) SKUs too. The architectural design choice centers on Intel's hybrid manufacturing approach, leveraging both its internal 14A node and TSMC's 2 nm process technology. This strategic decision addresses supply chain resilience while potentially enabling higher yields for critical compute tiles. Intel's interim co-Ceo Michael J. Holantus noted that Intel Foundry will need to earn Intel Product's trust with each new node, so if a node is not the best for their in-house IP, Intel will move to TSMC for production.

Initial engineering samples are already circulating among developers, according to shipping documentation from NBD, suggesting the validation phase is proceeding on schedule. Some specifications point to significant cache improvements, with documentation suggesting a 144 MB L3 cache implementation. However, the cache topology—whether unified or segmented—remains unspecified. The platform is expected to support PCIe Gen 6.0, though Intel has yet to confirm socket compatibility or memory specifications. However, we need to hold our expectations low. Previously unrealized configurations in Intel's roadmaps, like 40-core "Arrow Lake," never materialized, and instead, we got an eight-P-core version with 16 E-cores, totaling 32 cores. Final specifications may evolve as the platform progresses through development phases.

Izvor: TechPowerUp

Citiraj:

Intel's vacant CEO spot rumored to be filled by Tom Caulfield — abrupt GlobalFoundries shakeup sparks speculation

Citiraj:

In a surprising move, GlobalFoundries this week announced that Dr. Thomas Caulfield had been appointed executive chairman, while Tim Breen will become the new CEO, succeeding Caulfield, effective April 28, 2025. While leadership transitions happen occasionally, the Internet rumor mill (Reddit) reacted by speculating that Caulfield, who has been rumored to be a potential replacement for Pat Gelsinger, could become the next chief executive at Intel. The rumor mill also points to recent highly irregular trade activities in Intel stock as a sign that Caulfield is headed to Intel.

Before Thomas Caulfield became chief executive of GlobalFoundries in 2018, he was general manager of GF's Fab 8 300-mm facility in New York, and before that, he spent 17 years at IBM Microelectronics from 1989 to 2005. While at the helm of GlobalFoundries, Caulfield sold assets he deemed unpromising, but more importantly, he quit the leading-edge process technology race, leaving it to Intel, TSMC, and Samsung. Instead, GlobalFoundries was repurposed to become a specialty foundry, competing in completely different markets. Eventually, he made the company profitable and guided it through an IPO.

Thomas Caulfield's role change at GlobalFoundries has sparked speculation about his potential move to Intel. His departure comes without mention of retirement, and given his industry reputation, some Intel investors on Reddit believe that he could become the next CEO of Intel. Caulfield's extensive semiconductor industry experience, including his leadership at GF, operational expertise at IBM Microelectronics, and a doctorate in Materials Science from Columbia University, would make him a highly qualified candidate for Intel's CEO position.

Izvor: Tom's Hardware

EDIT:

Citiraj:

Intel's Head of Data Center and AI Division Exits to Lead Nokia

Citiraj:

Intel experienced another leadership setback on Monday when Justin Hotard, who led its Data Center and AI (DCAI) division said he was leaving to become Nokia's CEO. Hotard joined Intel in early 2024 and worked there for just over a year. He will take over from Pekka Lundmark at Nokia on April 1. In his short time at Intel, Hotard oversaw the release of Intel's Sierra Forest E-core and Granite Rapids P-core Xeon 6 platforms. These helped Intel catch up to AMD in core count for the first time since 2017. Intel has temporarily appointed Karin Eibschitz Segal, an 18-year company veteran and co-CEO at Intel Israel, as the interim chief of DCAI.

However, Justin Hotard's exit comes as the DCAI division faces several problems. Not long ago, Intel said it would push back the launch of its next-generation Clearwater Forest Xeons to the first half of 2026 blaming low demand. The company also scrapped its Falcon Shores accelerators to focus on a future rack-scale platform called Jaguar Shores. These setbacks came after Intel fellow Sailesh Kottapalli left for Qualcomm last month. Kottapalli had worked at Intel for 28 years and played a key role in developing many Xeon server processors.

Intel's Data Center and AI (DCAI) sector has been facing larger issues, particularly in the AI accelerator market. While AMD had been delivering about 5 billion dollars worth of Instinct accelerators last year, Intel's Gaudi AI accelerators failed to meet the $500 million target set by the former CEO Pat Gelsinger. The third-generation Gaudi accelerators, announced last April, faced timing challenges as they reached the market just as NVIDIA's Blackwell and AMD's MI325X accelerators did the same. Gaudi3's successor turned out to be just a test chip, so Intel won't have a competitive AI accelerator until at least 2026.

However, Intel's main focus and immediate problem is not who leads its Data Center and AI division as the company has yet to find a permanent CEO after Gelsinger's abrupt withdrawal. In the Q4 earnings call of Intel, co-CEO of interim David Zinsner hinted that while the board searches for a new CEO, no new information is to be reported. There have been numerous talks in the market about possible candidates with GlobalFoundries CEO Thomas Caulfield and Chief Executive Officer recently announcing that he transitioned to Executive Chairman amongst the many. Zinsner said in an earlier statement that Intel would require its next CEO to have foundry experience "A key requirement for the next CEO of Intel is foundry expertise".

Izvor: TechPowerUp