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The Exiled · 21.05.2025., 11:25

Citiraj:

Intel explores sale of networking and edge unit

Citiraj:

Intel has considered divesting its network and edge businesses as the chipmaker looks to shave off parts of the company its new chief executive does not see as crucial.
Talks about the potential sale of the group, once called NEX in Intel’s financial results, are a part of CEO Lip-Bu Tan’s strategy to focus its tens of thousands of employees on areas in which it has historically thrived: PC and data center chips. "That’s something we’re going to expand and build on," Tan told executives in Taipei on Monday at a celebration of Intel’s 40th year, adding that the firm had a share of about 68% of the PC chip market and 55% of that for data centers.

Intel has considered when and how to exit its NEX group and engaged third parties who may be interested in a deal. But it has not yet launched a formal deal process for the NEX unit, or solicited bidders. The company interviewed investment bankers to select an adviser for the sales process in recent weeks. But Intel has not yet hired a banker. Intel is exploring the idea of a sale because the businesses in its former NEX group no longer appear as relevant to the focus Tan has adopted for the company. The unit which makes chips for telecom equipment will no longer help Intel’s core strategy.

Intel’s networking business too may be sold, because companies such as Broadcom have a tight grip on crucial portions of that market. Intel has discussed the portfolio of businesses with the general aim of deciding if it would make strategic sense to partner with another company or sell a stake in it. The discussions within Intel are at an early stage and the company could decide to make other arrangements besides a sale for the NEX businesses. In the year's first quarter, Intel moved the NEX financial results into its data center and PC groups and now does not report the segment separately. The NEX group generated revenue of $5.8 billion in 2024, securities filings show.

Though Tan has told investors Intel plans to focus efforts on core operations that have historically been its largest revenue generators, the company has suffered significant losses in its share in the data center and PC areas. AMD Ryzen CPU market share up to 34%, EPYC server share at 39% by Mercury Research.

Izvor: Reuters

Citiraj:

Intel Core Ultra "Panther Lake" processor hands-on and up close at Computex 2025

Citiraj:

Intel at the 2025 Computex showed off its next-generation Core Ultra Series 3 processor, codenamed "Panther Lake." The mobile H-segment version of the chip comes with a slender rectangular package similar to "Arrow Lake-H" and "Meteor Lake." It is a tile-based disaggregated processor, but comes in a unique arrangement of tiles we haven't seen with the past two generations. The chip is dominated by two large tiles, one is very likely the Graphics + SoC tile, the smaller of the two being the Compute tile with the CPU cores, and the slender rectangular tiles being related to I/O. As for IP, "Panther Lake" introduces a new generation iGPU powered by the Xe3 "Celestial" graphics architecture.

The CPU complex consists of "Cougar Cove" P-cores, and "Darkmont" E-cores, both of which are expected to provide generational IPC improvements over the current "Lion Cove" and "Skymont." At Computex, we not only got to go hands-on with the mobile packages of "Panther Lake," but also see the chip in action, installed on a testing and platform validation system. The engineering goal with "Panther Lake," Intel says, is to offer efficiency similar to "Lunar Lake," but with performance generationally exceeding "Arrow Lake-H." The Compute tile is expected to be built on the new Intel 18A foundry node. Intel says "Panther Lake" is on track for mass-production in the second half of 2025, with the first consumer products expected at CES 2026.

Izvor: TechPowerUp