According to a recent report from Reuters, tech giant Intel is facing a significant legal challenge as shareholders file a lawsuit following a dramatic plunge in the company's stock price. The legal action comes from Intel's recent announcement of dividend suspensions and plans to lay off over 15,000 employees. The semiconductor behemoth saw its market value plummet by a staggering $32 billion in a single day, leaving investors reeling. The Construction Laborers Pension Trust of Greater St. Louis has initiated a proposed class action suit, naming Intel, CEO Pat Gelsinger, and CFO David Zinsner as defendants. The plaintiffs allege that the company made misleading statements about its business operations and manufacturing capabilities, artificially inflating its stock price between January 25 and August 1.

Intel's financial woes stem from underperforming contract foundry operations and 1% drop in revenue during the second quarter of 2024. While it may seem miniscule, declining revenue is paired with a negative 15.3% operating margin, resulting in a net loss of $1.61 billion. The company's August 1 announcement caught many shareholders off guard, prompting accusations of inadequate disclosure and transparency. This lawsuit is just one of several legal battles Intel is currently strangled in. The company is also locked in a patent dispute with R2 Semiconductor across multiple European countries, centering on voltage regulation technology. While Intel has secured a victory in the UK, it faces ongoing litigation in Germany, France, and Italy. Adding to Intel's troubles, a separate class action lawsuit is being explored on behalf of customers who purchased potentially faulty 13th and 14th-generation processors. The company also canceled its September 2024 Innovation event, citing poor financials, without any words on Arrow Lake or Lunar Lake. While the cancelation of events is sad, it is necessary to get financials back on track, and product launches should continue as usual.

Intel announced that it has postponed the 2024 edition of its Innovation event to 2025. Among other things, the first-party event showcases innovations from the company's various business units made in the preceding year, includes a few key product launches, and teasers for what's next. The Innovation 2024 was poised to be particularly important for the company, as it was expected to launch its next generation Core Ultra "Arrow Lake" processors not just for mobiles, but even the desktop platform. Other key product showcase items include Xeon 6 server processors, and Gaudi 3 AI accelerator, besides updates from the company's foundry business, particularly the Intel 20A and Intel 18A nodes.

Intel's postponement of Innovation 2024 can be seen as a move to demonstrate sincerity that the company working to meet its goal of cutting cost of revenue by $10 billion through FY 2024, something that will bear results by mid-2025. It would have probably felt inappropriate for the company to host a lavish product showcase event in light of this. That said, there's no word on how this affects launch of products such as Core Ultra "Arrow Lake," it's possible that the company may launch them in a low-key dedicated media presentation.

The Intel stock on NASDAQ slid 25% as of this writing, on Friday (08/02). This comes in the wake of the company's Q2-2024 quarterly results that held the company's profitability below expectations, leading the company to suspend quarterly dividend payouts starting Q4-2024, and engage a slew of measures to cut cost of revenue by over $10 billion. Among other things, this mainly involves downsizing the company across its various business units. Intel tried to keep investor spirits high by posting updates on how its 5N4Y (five silicon fabrication nodes in four years) plan is nearing completion, and how the company is at the cusp of raking in numbers from the AI PC upswing. To this effect, the company is launching its "Lunar Lake" and "Arrow Lake" processors within 2024, to address the various PC sub-segments. The Intel stock isn't churning in a silo, tech stock prices across the industry are witnessing corrections, although few as remarkable as Intel.

In a conversation with Intel's CEO Pat Gelsinger, industry analyst Patrick Moorhead revealed that Intel's Meteor Lake CPU platform suffers from some production issues. More specifically, Intel has been facing some yield and/or back-end production issues with its Meteor Lake platform, resulting in a negative impact on Intel's margins when producing the chip. The market is showing great demand for these chips, and Intel has been forced to run productions of "hot lots"-- batch production of silicon with the highest priority that gets moved to the front of the production line so they can get packaged as fast as possible. While this is a good sign that the demand is there, running hot lots increases production costs overall as some other wafers have to go back so Meteor Lake can pass.

The yield issues associated with Meteor Lake could be stemming from the only tile made by Intel in the MTL package: the compute tile made on the Intel 4 process. Intel 4 process is specific to Meteor Lake. No other Intel product uses it, not even the Xeon 6, which uses Intel 3, or any of the upcoming CPUs like Arrow Lake, which uses the Intel 20A node. So, Intel is doing multiple nodes for multiple generations of processors, further driving up costs as typical high-volume production with a single node for multiple processors yields lower costs. Additionally, the company is left with lots of "wafers to burn" with Intel 4 node, so even with Meteor Lake having yield issues, the production is ultimately fine, while the operating costs and margins take a hit.

A CPU-Z screenshot of an alleged Intel Core Ultra 9 285K "Arrow Lake-S" desktop processor engineering sample is doing rounds on social media, thanks to wxnod. CPU-Z identifies the chip with an Intel Core Ultra case badge with the deep shade of blue associated with the Core Ultra 9 brand extension, which hints at this being the top Core Ultra 9 285K processor model, we know it's the "K" or "KF" SKU looking at its processor base power reading of 125 W. The chip is built in the upcoming Intel Socket LGA1851. CPU-Z displays the process node as 7 nm, which corresponds with the Intel 4 foundry node.

Intel is using the same Intel 4 foundry node for "Arrow Lake-S" as the compute tile of its "Meteor Lake" processor. Intel 4 offers power efficiency and performance comparable to 4 nm nodes from TSMC, although it is physically a 7 nm node. Likewise, the Intel 3 node is physically 5 nm. If you recall, the main logic tile of "Lunar Lake" is being built on the TSMC N3P (3 nm) node. This means that Intel is really gunning for performance/Watt with "Lunar Lake," to get as close to the Apple M3 Pro as possible.

In a surprising development, Intel plans to extend the longevity of its Socket LGA1700 platform even as the newer LGA1851 platform led by the Core Ultra 200 "Arrow Lake" remains on track for a late-Q3/early-Q4 2024 debut. This, according to a sensational leak by Jaykihn. It plans to do this with a brand-new silicon for LGA1700, codenamed "Bartlett." This should particularly interest gamers for what's on offer. Imagine the "Raptor Lake-S" die, but with four additional P-cores replacing the four E-core clusters, making a 12-core pure P-core processor—that's "Bartlett." At this point we're not sure which P-core is in use—whether it's the current "Raptor Cove," or whether an attempt will be made by Intel to backport a variant of "Lion Cove" to LGA1700.

This wouldn't be the first pure P-core client processor from Intel after its pivot to heterogeneous multicore—the "Alder Lake" H0 die has six "Golden Cove" P-cores, and lacks any E-core clusters. Intel is planning to give launch an entire new "generation" of processor SKUs for LGA1700 which use the newer client processor nomenclature by Intel, which is Core 200-series, but without the "Ultra" brand extension. There will be SKUs in the Core 3, Core 5, Core 7, and Core 9 brand extensions. Some of these will be Hybrid, and based on the rehashed "Raptor Lake-S" 8P+16E silicon, and some "Alder Lake-S" 8P+8E; but "Bartlett" will be distinctly branded within the series, probably using a letter next to the numerical portion of the processor model number. There will not be any Core 3 series chips based on "Bartlett," but Core 5, Core 7, and Core 9.

Intel is preparing a complete refresh of its desktop platform this year, with the introduction of the Core Ultra 200 series processors based on the "Arrow Lake" microarchitecture. The company skipped a desktop processor based on "Meteor Lake," probably because it didn't meet the desired multithreaded performance targets for Intel as it maxed out at 6P+8E+2LP, forcing Intel to come up with the 14th Gen Core "Raptor Lake Refresh" generation to see it through 2H-2023 and at least three quarters of 2024. The company, in all likelihood, will launch the new "Arrow Lake-S" Core Ultra 200 series toward late-Q3 or early-Q4 2024 (September-October). The first wave will include the overclocker-friendly K- and KF SKUs, alongside motherboards based on the top Intel Z890 chipset. 2025 will see the series ramp to more affordable processor models, and mainstream chipsets, such as the B860. These processors require a new motherboard, as Intel is introducing the new Socket LGA1851 with them.

Core configurations of the "Arrow Lake-S" chip surfaced on the web thanks to Jaykihn, a reliable source with Intel leaks. In its maximum configuration, the chip is confirmed to feature 8 P-cores, and 16 E-cores. There are no low-power island E-cores. Each of the 8 P-cores is a "Lion Cove" featuring 3 MB of dedicated L2 cache; while each the E-cores are "Skymont," arranged in 4-core modules that share 4 MB L2 caches among them. Intel claims that the "Lion Cove" P-core offers a 14% IPC increase over the "Redwood Cove" P-core powering "Meteor Lake," which in turn had either equal or a 1% IPC regression compared to "Raptor Cove." This would put "Lion Cove" at a 13-14% IPC advantage over the "Raptor Cove" cores. It's important to note here, that the "Lion Cove" P-cores lack HyperThreading, so Intel will be banking heavily on the "Skymont" E-cores to shore up generational multithreaded performance increase. "Skymont" was a show-stopper at Intel's Computex event, with a nearly 50% IPC gain over previous generations of Intel E-cores, which puts it at par with the "Raptor Cove" cores in single-thread performance.

Intel's upcoming Arrow Lake "S" Desktop and "HX" laptop CPUs are reported to launch without dedicated NPU hardware. NPUs will be limited to Arrow Lake-H/U and Lunar Lake chips, with Core Ultra 200V chips offering up to 48 TOPS of AI performance. Currently, AMD is the only manufacturer offering desktop chips with dedicated NPUs in their Ryzen 8000G "Hawk Point" series for the AM5 platform. However, according to Jaykihn, an active Intel-related leaker, Intel may be planning to incorporate NPUs in future Arrow Lake-S and Arrow Lake-HX refreshes.

The potential refresh could include an NPU within the SOC tile, possibly increasing the die size by 2.8 mm compared to current Arrow Lake designs. The package size is expected to remain unchanged, maintaining socket compatibility, however, motherboard manufacturers would need to enable Fast Voltage Mode (FVM) on VccSA rails to support the NPU functionality. While it's early to discuss an Arrow Lake refresh before the initial launch, this development could impact Intel's roadmap and the "AI PC" market segment. Also, it could have possible implications for the release schedule of future architectures like Panther Lake.

Intel's first three generations of client processors implementing hybrid CPU cores, namely "Alder Lake," "Raptor Lake," and "Meteor Lake," have them arranged along a ringbus, sharing an L3 cache. This usually sees the larger P-cores to one region of the die, and the E-core clusters to the other region. From the perspective of the bidirectional ringbus, the ring-stops would follow the order: one half of the P-cores, one half of the E-core clusters, iGPU, the other half of E-cores, the other half of the P-cores, and the Uncore, as shown in the "Raptor Lake" die-shot, below. Intel plans to rearrange the P-cores and E-core clusters in "Arrow Lake-S."

With "Arrow Lake," Intel plans to disperse the E-core clusters between the P-cores. This would see a P-core followed by an E-core cluster, followed by two P-cores, and then another E-core cluster, then a lone P-core, and a repeat of this pattern. Kepler_L2 illustrated what "Raptor Lake" would have looked like, had Intel applied this arrangement on it. Dispersing the E-core clusters among the P-cores has two possible advantages. For one, the average latency between a P-core ring-stop and an E-core cluster ring-stop would reduce; and secondly, there will also be certain thermal advantages, particularly when gaming, as it reduces the concentration of heat in a region of the die.

As Intel gears for the launch of Lunar Lake and Arrow Lake processors, the company appears to be preparing a new line of high-performance processors for gaming laptops. Recent developments suggest that the company is adapting its desktop-grade Arrow Lake-S chips for use in ultra-high-performance notebooks. The buzz began when X user @InstLatX64 spotted Intel testing a peculiar motherboard labeled "Arrow Lake Client Platform/ARL-S BGA SODIMM 2DPC." This discovery hints at the possibility of Intel packing up to 24 cores into laptop processors, eight more cores compared to the 16 cores expected in standard Arrow Lake-H mobile chips. By utilizing the full potential of Arrow Lake-S silicon in a mobile form factor, Intel aims to deliver desktop-class performance to high-end notebooks in a BGA laptop CPU.

The leaked chip would likely feature eight high-performance Lion Cove P-cores and 16 energy-efficient Skymont E-cores, along with an integrated Xe2 GPU. This configuration could provide the raw power needed for demanding games and professional applications in a portable package. However, implementing such powerful hardware in laptops presents challenges. The processors are expected to have a TDP of 45 W or 55 W, with actual power consumption potentially exceeding these figures to maintain high clock speeds. Success will depend not only on Intel's chip design but also on the cooling solutions and power delivery systems developed by laptop manufacturers. As of now, specific details about clock speeds and performance metrics remain under wraps. The test chip that surfaced showed a base frequency of 3.0 GHz, notably without AVX-512 support.

TSMC has commenced mass-production of chips for Intel on its 3 nm EUV FinFET foundry node, according to a report by Taiwan industry observer DigiTimes. Intel is using the TSMC 3 nm node for the compute tile of its upcoming Core Ultra 300 "Lunar Lake" processor. The company went into depth about "Lunar Lake" in its Computex 2024 presentation. While a disaggregated chiplet-based processor like "Meteor Lake," the new "Lunar Lake" chip sees the CPU cores, iGPU, NPU, and memory controllers sit on a single chiplet called the compute tile, built on the 3 nm node; while the SoC and I/O components are disaggregated the chip's only other chiplet, the SoC tile, which is built on the TSMC 6 nm node.

Intel hasn't gone into the nuts and bolts of "Arrow Lake," besides mentioning that the processor will feature the same "Lion Cove" P-cores and "Skymont" E-cores as "Lunar Lake," albeit arranged in a more familiar ringbus configuration, where the E-core clusters share L3 cache with the P-cores (something that doesn't happen on "Lunar Lake"). "Arrow Lake" also features a iGPU based on the same Xe2 graphics architecture as "Lunar Lake," and will feature an NPU that meets Microsoft Copilot+ AI PC requirements. What remains a mystery about "Arrow Lake" is the way Intel will go about organizing the various chiplets or tiles. Reports from February 2024 mentioned Intel tapping into TSMC 3 nm for just the disaggregated graphics tile of "Arrow Lake," but we now know from "Lunar Lake" that Intel doesn't shy away from letting TSMC fabricate its CPU cores. The first notebooks powered by "Lunar Lake" are expected to hit shelves within Q3-2024, with "Arrow Lake" following on in Q4.

GIGABYTE in its Computex 2027 booth showcased a huge lineup of next-generation Socket LGA1851 motherboards based on the top Intel Z890 chipset, which are ready for Intel's Core Ultra "Arrow Lake-S" desktop processors. GIGABYTE has taped out the motherboard model names, so all mentions of Z890 in this article are based on our assumption that it's the name of the next-gen Intel chipset. These chips are expected to bring generational IPC increases from their "Lion Cove" P-cores, "Skymont" E-cores, a more complete PCIe Gen 5 I/O (including for the CPU-attached NVMe slots), and other innovations. If the socket looks similar to the LGA1700, it's because it's identical in physical dimensions, and you can use your LGA1700 cooler on the LGA1851, but the processors are not inter-compatible. The company also showcased a few AMD Socket AM5 motherboards based on the new AMD X870E chipset.

The first motherboard to catch our eye is the Z890 AORUS Tachyon. This board is geared for record-seeking CPU overclocking. The processor is wired to just two DDR5 memory slots (1 DIMM per channel, the best configuration for memory OC); and the CPU-attached NVMe slots being close to the socket, with a combined heatsink. The only expansion slots are a PCI-Express 5.0 x16, and what could be a Gen 4 x8. There are plenty of overclocker-friendly controls, voltage measurement points, diagnostic LEDs, and status displays, scattered all over the board.

Amid all the attention the next-generation "Lion Cove" P-cores powering the upcoming "Lunar Lake" and "Arrow Lake" microarchitectures get as they compete with AMD's "Zen 5," it's easy to lose sight of the next-generation "Skymont" E-cores that will feature in both the upcoming Intel microarchitectures, and as standalone cores in the "Twin Lake" low-power processor. Pictures from an Intel presentation, possibly to PC OEMs, got leaked to the web. These are just thumbnails, we can't see the whole slides, but the person who took the pictures captioned them in a now-deleted social media post on the Chinese microblogging platform Weibo.

And now, the big reveal—the "Skymont" E-core is said to offer a double-digit IPC gain over the "Crestmont" E-core powering the current "Meteor Lake" processor, which in itself posted a roughly 4% IPC gain over the "Gracemont" E-cores found in the "Raptor Lake" and "Alder Lake" microarchitectures. Such an IPC gain over "Gracemont" should make the "Skymont" E-core match the IPC of the "Sunny Cove" or "Willow Cove" P-cores powering the "Ice Lake" and "Tiger Lake" microarchitectures, respectively, which were both within the 90th percentile of the AMD "Zen 3" core in IPC.

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We've known for a while that the Z890 will be Intel's next-generation high-end desktop motherboard chipset for the Core Ultra "Arrow Lake-S" desktop processors in the LGA1851 package, and that Intel's first wave of processors and motherboards will target PC enthusiasts like they usually do—with just the unlocked K/KF processor SKUs and motherboards based on the Z890. We are now learning that the B860 will indeed be the company's mid-tier chipset for the processor. MSI has registered at least four motherboard models based on the B860, which showed up on Device Report.

These four motherboard models are the MPG B860M Edge Ti WiFi, the MPG B860I Edge WiFi, the MAG B860 Tomahawk WiFi, and the MAG B860M Mortar WiFi, with MSI internal product numbers 7E38, 7E39, 7E40, and 7E43, respectively. There's no word on whether B860 will even be available when the processors debut. Going by past trends, the mid-tier chipset and 65 W-class processor SKUs usually come out in the Q1 following a new processor generation launch, which means we could see these sometime early-2025. The B860 will lack CPU overclocking capabilities, and probably feature a narrower chipset bus, and fewer PCIe general purpose lanes than the Z890. As for MSI's Z890 motherboard lineup, there are at least eight models recorded—the MEG Z890 GODLIKE, the MEG Z890 Ace, MEG Z890 Unify-X, MPG Z890 Carbon WiFi, MPG Z890 Edge Ti WiFi, MPG Z890I Edge Ti WiFi, MAG Z890 Tomahawk WiFi, and the PRO Z890-P WiFi.

A product roadmap leak at leading PC OEM Dell, disclosed the tentative launch dates of several future generations of processors by Intel, AMD, and Qualcomm. The slide was detailing hardware platforms for future revisions of the company's premium XPS notebooks. Given that Dell remains one of the largest PC OEMs, the dates revealed in the leaked slides are highly plausible.

In chronological order, Dell expects Intel's Core Ultra 200V series "Lunar Lake-MX" processor in September 2024, which should mean product unveilings at Computex. It's interesting to note that Intel is only designing "Lunar Lake" for the -MX memory-on-package segment. This chip squares off against Apple's M3, M4, and possibly even the M3 Pro. Intel also has its ambitious "Arrow Lake" architecture planned for the second half of 2024, hence the lack of product overlap—there won't be an "Arrow Lake-MX."

Intel is giving its next-generation desktop processor lineup the Core Ultra 200 series processor model numbering. We detailed the processor numbering in our older report. The Core Ultra 200 series would be the company's first desktop processors with AI capabilities thanks to an integrated 50 TOPS-class NPU. At the heart of these processors is the "Arrow Lake" microarchitecture. Its development is the reason the company had to refresh "Raptor Lake" to cover its 2023-24 processor lineup. The company's "Meteor Lake" microarchitecture topped off at CPU core counts of 6P+8E, which would have proven to be a generational regression in multithreaded application performance over "Raptor Lake." The new "Arrow Lake-S" desktop processor has a maximum CPU core configuration of 8P+16E, which means consumers can expect at least the same core-counts at given price-points to carry over.

According to a report by Chinese tech publication Benchlife.info, the introduction of "Arrow Lake" would see Intel's desktop processor model numbering align with that of its mobile processor numbering, and incorporate the Core Ultra brand to denote the latest microarchitecture for a given processor generation. Since "Arrow Lake" is a generation ahead of "Meteor Lake," processor models in the series get numbered under Core Ultra 200 series.

Intel's CEO, Pat Gelsinger, has confirmed that the upcoming 18A process of the Panther Lake CPU generation is on schedule for a mid-2025 release, which aligns with the initial projection. This development marks a significant milestone in the company's ongoing efforts to integrate AI capabilities into its processors. The mid-2025 release date is expected to follow the debut of Intel's Arrow Lake process in late 2024 or early 2025, a release that holds the promise of significant advancements in AI computing. During Intel's Q1 2024 Quarterly Results, Gelsinger expressed confidence in the company's AI capabilities, stating that the Core Ultra platform currently delivers leadership AI performance and that the next-generation platforms, Lunar Lake and Arrow Lake, will launch later this year, tripling AI performance. He also mentioned that the Panther Lake generation, set to release in 2025, will grow AI performance up to an additional 2x.

The Panther Lake generation represents the culmination of three generations of work in a short time and is expected to continue Intel's iterative approach. This transition is marked by a shift from a hybrid architecture, a combination of different types of processors, to a disaggregated die, where different components of the processor are separated, as AI computing becomes increasingly prominent. This strategic move is aimed at optimizing AI performance and flexibility. This marks the third generation of the Intel Core Ultra series, following Ultra 100 (Meteor Lake), Ultra 200 (Arrow Lake), and Lunar Lake (200V). Intel's release strategy mirrors the pattern set by the Hybrid Architecture, with Alder Lake debuting in 2021, followed by Raptor Lake in 2022, and a refreshed Raptor Lake released last year to bridge the gap until LGA 1851 was ready. However, Intel's roadmap has seen adjustments in the past, such as the initial promise of an Arrow Lake release before the end of 2024, which was later retracted. The mid-2025 release of Panther Lake aligns with rumors of Arrow Lake's late 2024 or early 2025 debut, suggesting that the 18A process CPU generation could debut several months after Arrow Lake.

Hardware leaker Raichu, known for accurately predicting Intel's moves, has unveiled intriguing details about the company's forthcoming desktop CPU lineup. According to the leaks, Intel is supposed to introduce a big shift in its desktop CPU naming convention with the arrival of the Core Ultra 200 series, codenamed Arrow Lake-S. This next-generation lineup promises to deliver one of the most significant performance leaps for desktop processors in recent years, marking a substantial departure from Intel's current naming strategy—a change that hasn't been witnessed in over a decade. The Core Ultra 200 series is expected to encompass a diverse range of tiers and variants, catering to various user needs. This includes the overclockable K models for enthusiasts, F variants without integrated graphics, and potentially low-power T models for energy-efficient SKUs. According to Raichu's leaks, the unlocked K-Series models are rumored to include the high-end Core Ultra 9 285K, the mid-range Core Ultra 7 265K, and the budget-friendly Core Ultra 5 245K. While the absence of a 290K part has raised eyebrows, these names resemble Intel's mobile CPU naming conventions.

To enjoy the Core Ultra 200 series, users will need to upgrade to new motherboards featuring the 800-series chipsets and the LGA-1851 socket. Unlike the Core Ultra 200V Lunar Lake models for mobile devices, details about the desktop version have remained scarce, shrouding the impending launch in an air of mystery. While Raichu's leaks carry significant weight, it's essential to approach such information cautiously. There's a possibility that SKUs like the 290K may still be introduced, as a new KS version, aligning with Intel's traditional naming conventions. The Core Ultra 200 series promises to cater to a wide range of desktop users, from the performance-hungry enthusiasts eyeing the Core Ultra 9 285K to budget-conscious consumers seeking the value proposition of the Core Ultra 5 245K. The Core Ultra 7 265K is expected to strike a balance between performance and affordability, targeting the mid-range segment. As more leaks and official information surface, we will continue to provide updates on this release from Intel.

Intel has decided to discontinue its entire 13th Gen Raptor Lake lineup of overclockable "K-series" CPU SKUs. According to an official product change notice, the company will stop accepting orders for chips like the Core i9-13900KS, Core i9-13900K, Core i9-13900KF, Core i7-13700K, Core i7-13700KF, Core i5-13600K, and Core i5-13600KF after May 24th, 2024. Final shipments to vendors are targeted for June 28th. After those dates, availability of the unlocked Raptor Lake processors will rapidly diminish as the remaining inventory gets sold off, possibly at inflated prices due to shortages. This discontinuation comes just over a year after Raptor Lake's launch in late 2022, which delivered additional performance improvements over the previous Alder Lake generation.

Raptor Lake brought higher clocks, more cache, additional efficiency cores, and enough muscle to compete with AMD's Ryzen 7000 CPUs in many workloads. Interestingly, Intel has not yet discontinued Alder Lake, suggesting those 12th-generation chips may still be available for some time. While the death of the overclockable Raptor Lake K-series CPUs is unfortunate for enthusiasts, there is an upside—it paves the way for Intel's current generation Raptor Lake refresh, 14th generation Core processors, to clear inventory before the next-generation processors arrive. The 15th generation "Arrow Lake" Core Ultra 2 series of processors could be teased at the upcoming Computex event in June.

Microsoft, Intel, and AMD are attempting to jumpstart demand in the PC industry again, under the aegis of the AI PC—devices with native acceleration for AI workloads. Both Intel and AMD have mobile processors with on-silicon NPUs (neural processing units), which are designed to accelerate the first wave of AI-enhanced client experiences on Windows 11 23H2. Microsoft's bulwark with democratizing AI has been Copilot, as a licensee of Open AI GPT-4, GPT-4 Turbo, Dali, and other generative AI tools from the Open AI stable. Copilot is currently Microsoft's most heavily invested application, with its most capital and best minds mobilized to making it the most popular AI assistant. Microsoft even pushed for the AI PC designator to PC OEMs, which requires them to have a dedicated Copilot key akin to the Start key (we'll see how anti-competition regulators deal with that).

The problem with Microsoft's tango with Intel and AMD to push AI PCs, is that Copilot doesn't really use an NPU, not even at the edge—you input a query or a prompt, and Copilot hands it over to a cloud-based AI service. This is about to change, with Microsoft announcing that Copilot will be able to run locally on AI PCs. Microsoft identified several kinds of Copilot use-cases that an NPU can handle on-device, which should speed up response times to Copilot queries, but this requires the NPU to have at least 40 TOPS of performance. This is a problem for the current crop of processors with NPUs. Intel's Core Ultra "Meteor Lake" has an AI Boost NPU with 10 TOPS on tap, while the Ryzen 8040 "Hawk Point" is only slightly faster, with a 16 TOPS Ryzen AI NPU. AMD has already revealed that the XDNA 2-based 2nd Generation Ryzen AI NPU in its upcoming "Strix Point" processors will come with over 40 TOPS of performance, and it stands to reason that the NPUs in Intel's "Arrow Lake" or "Lunar Lake" processors are comparable in performance; which should enable on-device Copilot.

An intriguing offshoot of Intel's Meteor Lake generation of processors has been discovered by hardware sleuth momomo_us—an iBase MI1002 motherboard specification sheet contains references to a 14th Gen Core Ultra (Meteor Lake-PS) family, with a next-gen LGA1851 socket listed as the desktop platform. The industrial iBase Mini-ITX workstation board is "coming soon" according to a promotional image—this could signal a revival of Meteor Lake outside of laptop platforms. 2023 was a bit of a rollercoaster year for MTL-S SKUs (on socket LGA1851)—one moment Team Blue confirmed that it was happening, then a couple of days later it was disposed of. The upcoming Arrow Lake processor generation seems to be the logical taker of this mantle, but the (leaked) existence of Meteor Lake-PS throws a proverbial spanner into the works.

iBase's MTL-PS-ready boards will be niche "industrial/embedded" items—according to Tom's Hardware: "Intel hasn't officially revealed Meteor Lake PS, but given the "PS" designation, these upcoming processors target the IoT market, similar to Alder Lake PS. Therefore, it's safe to assume that Intel is bringing the mobile Meteor Lake processors to the LGA1851 socket...Although the motherboard has (this) socket, no chipset is present because Meteor Lake PS is the spitting image of the Meteor Lake chip and doesn't need a PCH." Team Blue is hyping up Arrow Lake (ARL-S) as its next-gen mainstream desktop platform, with a launch window set for later in 2024—by sharp contrast, Meteor Lake PS parts are highly unlikely to receive much fanfare upon release.

Intel is rumored to be preparing to tease its Core Ultra 2-series "Arrow Lake" processor at the 2024 Computex, which gets underway this June. The series itself isn't expected to launch before Q4-2024, but Computex is the only major global event between June and January for Intel to unveil or tease its next-generation processor, so here we are. At this point we don't know which exact platform of "Arrow Lake" Intel is planning to tease—whether these are the mobile variants, or the Socket LGA1851 desktop "Arrow Lake-S." An unveiling of the latter would almost definitely entail PC motherboard vendors being allowed to show off their first compatible motherboards at Computex—the perfect platform for them to do so.

The Core Ultra "Arrow Lake" retains a Foveros Tiled (chiplet) construction of "Meteor Lake," but with advancements to the chip's Compute tile, which is built on the Intel 20A foundry node, and rocks new "Lion Cove" P-cores and "Skymont" E-cores; an updated I/O tile, and an iGPU based on the updated Xe-LPG+ graphics architecture. Since the processor now serves practically all PCH functions, the mobile "Arrow Lake" is a single-chip solution, whereas the desktop "Arrow Lake-S" is expected to remain 2-chip. There will be more I/O from the CPU, though, which is why the socket has 151 more pins than the LGA1700.

Over the weekend, there have been a series of leaks from sources such as Golden Pig Upgrade, and High Yield YT, surrounding Intel's next-generation desktop processor, the Core Ultra 2-series "Arrow Lake-S." The lineup is likely to continue the new client processor naming scheme Intel introduced with the Core Ultra 1-series "Meteor Lake" on the mobile platform. "Arrow Lake-S" is rumored to debut the new Socket LGA1851, which retains cooler-compatibility with LGA1700. Although Intel has nucleated all I/O functions of the traditional PCH to "Meteor Lake," making it a single-chip solution on the mobile platform; and although the mobile "Arrow Lake" will continue to be single-chip; the desktop "Arrow Lake-S" will be a 2-chip solution. This is mainly because the desktop platform demands a lot more PCIe lanes, for a larger number of NVMe storage devices, or high bandwidth devices such as Thunderbolt and USB4 hubs, etc.

Another key finding in this latest series of leaks, is that unlike "Meteor Lake," the desktop "Arrow Lake-S" will do away with low-power island E-cores located in the SoC tile of the processor. All CPU cores are located in the Compute tile, which is expected to be built in the Intel 20A foundry node—the company's first node to implement GAAFETs (nanosheets), with backside power delivery; as well as an advanced 2nd generation EUV lithography. Intel's 1st Gen EUV is used on the current FinFET-based Intel 4 and Intel 3 foundry nodes.

Intel CEO Pat Gelsinger engaged with press/media representatives following the conclusion of his IFS Direct Connect 2024 keynote speech—when asked about Team Blue's ongoing relationship with TSMC, he confirmed that their manufacturing agreement has advanced from "5 nm to 3 nm." According to a China Times news article: "Gelsinger also confirmed the expansion of orders to TSMC, confirming that TSMC will hold orders for Intel's Arrow and Lunar Lake CPU, GPU, and NPU chips this year, and will produce them using the N3B process, officially ushering in the Intel notebook platform that the outside world has been waiting for many years." Past leaks have indicated that Intel's Arrow Lake processor family will have CPU tiles based on their in-house 20A process, while TSMC takes care of the GPU tile aspect with their 3 nm N3 process node.

That generation is expected to launch later this year—the now "officially confirmed" upgrade to 3 nm should produce pleasing performance and efficiency improvements. The current crop of Core Ultra "Meteor Lake" mobile processors has struggled with the latter, especially when compared to rivals. Lunar Lake is marked down for a 2025 launch window, so some aspects of its internal workings remain a mystery—Gelsinger has confirmed that TSMC's N3B is in the picture, but no official source has disclosed their in-house manufacturing choice(s) for LNL chips. Wccftech believes that Lunar Lake will: "utilize the same P-Core (Lion Cove) and brand-new E-Core (Skymont) core architecture which are expected to be fabricated on the 20A node. But that might also be limited to the CPU tile. The GPU tile will be a significant upgrade over the Meteor Lake and Arrow Lake CPUs since Lunar Lake ditches Alchemist and goes for the next-gen graphics architecture codenamed "Battlemage" (AKA Xe2-LPG)." Late January whispers pointed to Intel and TSMC partnering up on a 2 nanometer process for the "Nova Lake" processor generation—perhaps a very distant prospect (2026).