Monday, March 17th 2025

Intel China Presentation Slide Indicates Early 2026 Volume Launch of Panther Lake

According to an attendee of a recent Intel AI presentation, company representatives revealed a release timeline for next-gen Core Ultra "Panther Lake" mobile processor family. Team Blue's China office appears to be courting users of DeepSeek R1, as evidenced by meng59739449's sharing of a processor product roadmap (machine translated by VideoCardz). A volume launch of Core Ultra 300 "Panther Lake-H" series seems to be on the cards for Q1 2026. Earlier this month, an Intel executive insisted that Panther Lake was on track for a second half of 2025 roll out. Lately, industry moles have alleged that a "problematic 18A node" process has caused delays across new generation product lines.

Team Blue watchdogs reckon that high volume manufacturing (HVM) of Panther Lake chips will kick off in September. By October, an Early Enablement Program (EEP) is expected to start—with samples sent off to OEMs for full approval. Industry experts believe that Intel will following a familiar pattern of "announcing the processor in the second half of the prior year, but ramping up mass production in the following year." Previous generation mobile CPU platforms—Meteor Lake and Lunar Lake—received similar treatment in the recent past. Last week, a Panther Lake-H (PTL-H) sample was on general display at Embedded World 2025—the German office is similarly engaged in hyping up the AI-crunching capabilities of roadmapped products.
Sources: meng59739449 Tweet, VideoCardz, DLCompare
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17 Comments on Intel China Presentation Slide Indicates Early 2026 Volume Launch of Panther Lake

#1
ymdhis
Oh man, it's 10nm all over again.
Posted on Reply
#2
Zendou
ymdhisOh man, it's 10nm all over again.
At least it isnt 14nm all over again.
Posted on Reply
#3
Squared
It's pretty much what can be expected with a "2025 H2" launch date. Intel 4 similarly was in just a handful of laptops in December 2023 and reached a lot more devices early the following year. This means it'll be a full two years between major nodes, so 18A may be an ambitious node but it's not on a faster timeline. But 10nm was like five years after 14nm and Intel 4 about four years after 10nm so it is at least a shorter time to market than its two immediate predecessors. Assuming it meets this timeline.
Posted on Reply
#4
kondamin
Intel,doing its best to make windows on arm an actual thing
Posted on Reply
#5
Epaminombas
ymdhisOh man, it's 10nm all over again.
The intel i7 265 are 3nm right?

18A would be 1.8nm.

Ryzen 9800x3D is 4nm.

I think you have no idea what you're talking about, chips below 5nm are extremely difficult to make.

So 3nm is already a success, it's impossible to go from 3nm to 1nm.
Posted on Reply
#6
Dawora
ymdhisOh man, it's 10nm all over again.
Haters will hate, and not care the real facts..

its 1.8nm
Posted on Reply
#7
kondamin
DaworaHaters will hate, and not care the real facts..

its 1.8nm
Here it’s just a name, without any connection to the meaning of the scale.
Posted on Reply
#8
NoLoihi
This article along with having it put as “Panther Lake in 2026” onto the top of the main page feels like yet another slight against Intel. At the bottom of this piece, along with the very one you’ve linked (I’ve just noticed, it’s yours!), you’re spelling out why: Intel’s messaging has been consistent for quite a while now: It will launch in 2025, it will gain volume in 2026. This is similar to many other recent launches.

I’ll show part of the other article:
[John] Pitzer elaborated on the topic of production punctuality: "[…] Now I'll remind you that we will launch Panther Lake in the second half of this year. In a similar vein, we launched Meteor Lake in the second half of 2023. It wasn't until 2024 that it became real volume. We launched Lunar Lake in the second half of last year, and this is the year where it becomes real volume. And as we've said on Panther Lake, we launched in the second half of this year, but it's really not until next year that we get to that volumes where it really starts to help improve the margin profile of the overall company... […]"
Posted on Reply
#9
Smartcom5
NoLoihiThis article along with having it put as “Panther Lake in 2026” onto the top of the main page feels like yet another slight against Intel.
Yes, since that's what you want it to be see it as – It is the polar opposite of it.
Since Intel itself already declared, that Panther Lake will be de-facto a paper-launch in December (legally holding their road-maps…), with volume only coming by mid of 2026.
So this news' head-line of Panther Lake being 'early 2026 volume', is actually the opposite of a slight against Intel as you put it, as it indicates actual volume way earlier than initially expected, like 6 months earlier …
NoLoihiAt the bottom of this piece, along with the very one you’ve linked (I’ve just noticed, it’s yours!), you’re spelling out why: Intel’s messaging has been consistent for quite a while now: It will launch in 2025, it will gain volume in 2026. This is similar to many other recent launches.
No, it isn't. Intel itself delayed from 1H25, then middle of 2025 (as Gelsinger himself declared back then), to now 2H25 in January, while recently signalling, that actual volume might come only by the middle of 2026 – This news here is a net-positive, you have to read is as such. Since it indicates a actual pull in of volume by half a year …

Just a sound advice: Leave feelings™ out of it – Use logic instead. Better yet, use logos!
Posted on Reply
#10
RandallFlagg
kondaminHere it’s just a name, without any connection to the meaning of the scale.
All of TSMC nodes are the same, TSMC N3 is not 3nm nor is N2 2nm. For that matter, N7 was not 7nm.
Posted on Reply
#11
Draconis
RandallFlaggAll of TSMC nodes are the same, TSMC N3 is not 3nm nor is N2 2nm. For that matter, N7 was not 7nm.
I'm fairly sure it well known to most visitors of this site that names have no relation to scale anymore for all foundries.
Posted on Reply
#12
NoLoihi
Smartcom5Leave feelings™ out of it – Use logic instead. Better yet, use logos!
Leaving your bottom-tier logic aside (what’s logos, even, are you Greek?):
Smartcom5while recently signalling, that actual volume might come only by the middle of 2026
Links plz, I’m not seeing it in the first five pages of www.google.com/search?q=panther+lake+volume+production+middle+2026


You can take “launch in 2025, volume in 2026” from this article, (Published? April 3rd 2024):
www.tomshardware.com/tech-industry/manufacturing/intel-18a-based-cpus-will-ramp-to-high-volume-in-2026
"The bulk of our wafers in 2025 are driven by Intel 7 and Intel 10," Gelsinger said. "So, that moderates the margin benefits that we get as we ramp the new EUV nodes, so we will see a good amount of Intel 3 in 2025, small amounts of 18A wafers [in 2025], [but] we will see a good amount of 18A wafers in 2026. […] Obviously, those volumes just continue to swing to more modern post-DUV nodes over the horizon."
Posted on Reply
#13
RandallFlagg
DraconisI'm fairly sure it well known to most visitors of this site that names have no relation to scale anymore for all foundries.
It should be, but look at the posts and it's not. For that matter, many tech 'journalists' seem to be entirely ignorant of this point. I love bashing the ones that say 'Intel 7 (10nm)' but then proceed to call TSMC N3 '3nm'. It happens all the time, every day of the week.
Posted on Reply
#14
ejolson
The name Panther Lake is similar to the name of the town where I live. Even so, I don't know what to do with four performance, eight efficiency and four extra low power efficiency cores along with a NPU and a GPU. This is like having five different computers bundled into the same machine.
Posted on Reply
#15
FoxFireMK
kondaminHere it’s just a name, without any connection to the meaning of the scale.
The A stands for Ångström. 18 Ångström is 1.8nm.
Posted on Reply
#16
oddrobert
pr Ye men it's coming out 2024 for sure
pr men h2 2024 we do 20A, and then we go hard on 18A 2025
Reality outsource whole thing and it's kinda meh

pr men h2 2025 we will have it 18a
pr 2026 you say.


Intel 10 late
intel 7 300w overheating disaster
intel 4, 3 skipped
intel 18 delayed 2 years now ? Announced too early, I guess

Don't get me wrong, if Intel deliver leap frog approach, it will be still impressive vs a giant like TSMC.
zen6 in 2026 is rumoured to still not be N2 TSMC, which will be comparative to 18A ( gaafet).


If intel pumps out its A18 premium GPUs and CPUs around 2027 will be awesome.
So if we get 2028 good cpus and gpus with generational leap i wull be happy but it will be time
PS6 will come out and new upgrade cyrcle begins.






So we can expect some N2 TSCM/ 18A intel parts 2027 at best
then TSMC will do that whole back delivery thing
N2B
And yet again with amount of Monopoles like TSMC and greedvidia selling pc and don't caring about tech till market will get in healthier state will be better I guess.
Posted on Reply
#17
kondamin
FoxFireMKThe A stands for Ångström. 18 Ångström is 1.8nm.
Sure nothing about that node is 18 angstrom is what I meant by it
Posted on Reply
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