ASUS has revealed its upcoming ExpertBook P5 laptop, set to debut alongside Intel's highly anticipated "Lunar Lake" processors. This ultrabook aims to boost AI-capable laptop market, featuring an unspecified Intel Lunar Lake "Core Ultra 200V" CPU at its core. The ExpertBook P5 boasts impressive AI processing capabilities, with over 45 TOPS from its Neural Processing Unit and a combined 100+ TOPS when factoring in the CPU and GPU. The NPU provides efficient processing, with additional power coming from Lunar Lake's GPU with XMX cores, featuring the Xe2 Battlemage architecture. This is more than enough for the Copilot+ certification from Microsoft, making the laptop debut as an "AI PC." The ExpertBook P5 offers up to 32 GB of LPDDR5X memory running at 8333 MT/s, up to 3 TB of PCIe 4.0 SSD storage with two drives, and Wi-Fi 7 support.

The 14-inch anti-glare display features a 2.5K resolution and a smooth 144 Hz refresh rate, ensuring a premium visual experience. Despite its powerful internals, the ExpertBook P5 maintains a solid profile weighing just 1.3 kg. The laptop is housed in an all-metal military-grade aluminium body with a 180-degree lay-flat hinge, making it both portable and versatile. ASUS has also prioritized cooling efficiency with innovative technology that optimizes thermal management, whether the laptop is open or closed. Security hasn't been overlooked either, with the ExpertBook P5 featuring a robust security ecosystem, including Windows 11 secured-core PC framework, NIST-155-ready Commercial-Grade BIOS protection, and biometric login options. While an exact release date hasn't been confirmed, ASUS is preparing ExpertBook P5 and other Lunar Lake-powered laptops to hit the market in the second half of 2024.

Intel has reportedly chosen the TSMC 4 nm EUV foundry node for its next generation Arc Xe2 discrete GPUs based on the "Battlemage" graphics architecture. This would mark a generational upgrade from the Arc "Alchemist" family, which Intel built on the TSMC 6 nm DUV process. The TSMC N4 node offers significant increases in transistor densities, performance, and power efficiency over the N6, which is allowing Intel to nearly double the Xe cores on its largest "Battlemage" variant in numerical terms. This, coupled with increased IPC, clock speeds, and other features, should make the "Battlemage" contemporary against today's AMD RDNA 3 and NVIDIA Ada gaming GPUs. Interestingly, TSMC N4 isn't the most advanced foundry node that the Xe2 "Battlemage" is being built on. The iGPU powering Intel's Core Ultra 200V "Lunar Lake" processor is part of its Compute tile, which Intel is building on the more advanced TSMC N3 (3 nm) node.

Intel very much does intend to make discrete gaming GPUs based on its Xe2 "Battlemage" graphics architecture, which made its debut with the Core Ultra 200V "Lunar Lake-MX" processor as an iGPU. With its next generation, Intel plans to capture an even bigger share of the gaming graphics market, both on the notebook and desktop platforms. "Battlemage" will be crucial for Intel, as it will be able to make its case with Microsoft and Sony for semi-custom chips, for their next-generation consoles. Intel has all pieces of the console SoC puzzle that AMD does. A Xe2 "Battlemage" discrete GPU sample, codenamed "Churchill Falls," has been spotted making its transit in and out of locations known for Intel SoC development, such as Bangalore in India, and Shanghai in China.

Such shipping manifests tend to be incredibly descriptive, and speak of an Arc "Battlemage" X3 and Arc "Battlemage" X4 SKUs, each with 448 execution units (EU), across 56 Xe cores. Assuming an Xe core continues to have 128 unified shaders in the "Battlemage" architecture, you're looking at 7,168 unified shaders for this GPU, a staggering 75% increase in just the numerical count of the shaders, and not accounting for IPC increase and other architecture-level features. The descriptions also speak of a 256-bit wide memory bus, although they don't specify memory type or speed. Given that at launch, the Arc A770 "Alchemist" was a 1440p-class GPU, we predict Intel might take a crack at a 4K-class GPU. Besides raster 3D performance, Intel is expected to significantly improve the ray tracing and AI performance of its Xe2 discrete GPUs, making them powerful options for creative professionals.

During Computex 2024, Intel announced the next-generation compute platform for the notebook segment in the form of the Core Ultra 200V series, codenamed Lunar Lake. Set for release in September 2024, these processors are generating excitement among tech enthusiasts and industry professionals alike. According to the latest leak by VideoCardz, Intel plans to unveil nine variants of Lunar Lake, including Core Ultra 7 and Core Ultra 5 models, with a single high-end Core Ultra 9 variant. While exact specifications remain under wraps, Intel's focus on artificial intelligence capabilities is clear. The company aims to secure a spot in Microsoft's Copilot+ lineup by integrating its fourth-generation Neural Processing Unit (NPU), boasting up to 48 TOPS of performance. All Lunar Lake variants are expected to feature a hybrid architecture with four Lion Cove performance cores and four Skymont efficiency cores.

This design targets low-power mobile devices, striking a balance between performance and energy efficiency. For graphics, Intel is incorporating its next-generation Arc technology, dubbed Battlemage GPU, which utilizes the Xe2-LPG architecture. The leaked information suggests that Lunar Lake processors will come with either 16 GB or 32 GB of non-upgradable LPDDR5-8533 memory. Graphics configurations are expected to include seven or eight Xe2 GPU cores, depending on the model. At the entry level, the Core Ultra 5 226V is rumored to offer a 17 W base power and 30 W maximum turbo power, with performance cores clocking up to 4.5 GHz. The top-tier Core Ultra 9 288V is expected to push the envelope with a 30 W base power, performance cores boosting to 5.1 GHz, and an NPU capable of 48 TOPS. You can check out the rest of the SKUs in the table below.

According to the report from Phoronix, the upcoming Linux 6.11 kernel will introduce initial display support for the highly anticipated Intel Battlemage graphics processors. Battlemage, built on Intel's Xe2 architecture, represents the company's latest effort to challenge established players in the graphics arena. This new line of GPUs is designed to succeed the current DG2/Alchemist hardware, promising enhanced performance and improved power efficiency. The Linux 6.11 kernel will provide the fundamental capability to drive displays connected to Battlemage GPUs. While this initial support is a crucial first step, it lays the groundwork for more comprehensive functionality in future updates. Linux users and developers can look forward to testing and providing feedback on these new graphics solutions.

Intel's focus on power efficiency is evident in the features accompanying Battlemage support. The kernel will introduce Panel Replay functionality, a technology aimed at reducing display power consumption. This aligns with the growing demand for energy-efficient computing solutions, particularly in mobile and laptop segments. However, the work is far from complete. Intel's Linux graphics driver team continues to refine and optimize Battlemage support, with the goal of delivering a seamless experience by the time these GPUs hit the market later this year. The introduction of Battlemage support not only expands options for Linux users but also intensifies competition in the GPU market, potentially driving innovation across the industry. With promises of up to 1.5x over the previous generation Arc GPUs, we are in for a decent upgrade this year.

Intel has prepared the Core Ultra 5-238V, a Lunar Lake-MX CPU that integrates 32 GB of LPDDR5X memory into the CPU package. This new design represents a significant departure from the traditional approach of using separate memory modules, promising enhanced performance and efficiency, similar to what Apple is doing with its M series of processors. The Core Ultra 5-238V is the first of its kind for Intel to hit mass consumers. Previous attempt was with Lakefield, which didn't take off, but had advanced 3D stacked Foveros packaging. With 32 GB of high-bandwidth, low-power LPDDR5X memory directly integrated into the CPU package, the Core Ultra 5-238V eliminates the need for separate memory modules, reducing latency and improving overall system responsiveness. This seamless integration results in faster data transfer rates and lower power consumption with LPDDR5X memory running at 8533 MT.

Applications that demand intensive memory usage, such as video editing, 3D rendering, and high-end gaming, will be the first to experience performance gains. Users can expect smoother multitasking, quicker load times, and more efficient handling of memory-intensive tasks. The Core Ultra 5-238V is equipped with four big Lion Cove and four little Skymont cores, in combination with seven Xe2-LPG cores based on Battlemage GPU microarchitecture. The bigger siblings to Core Ultra 5, the Core Ultra 7 series, will feature eight Xe2-LPG cores instead of seven, with the same CPU core count, while all of them will run the fourth generation NPU.

Today, we have the latest round of leaks that suggest that AMD's upcoming RDNA 4 graphics cards, codenamed the "RX 8000-series," might continue to rely on GDDR6 memory modules. According to Kepler on X, the next-generation GPUs from AMD are expected to feature 18 Gbps GDDR6 memory, marking the fourth consecutive RDNA architecture to employ this memory standard. While GDDR6 may not offer the same bandwidth capabilities as the newer GDDR7 standard, this decision does not necessarily imply that RDNA 4 GPUs will be slow performers. AMD's choice to stick with GDDR6 is likely driven by factors such as meeting specific memory bandwidth requirements and cost optimization for PCB designs. However, if the rumor of 18 Gbps GDDR6 memory proves accurate, it would represent a slight step back from the 18-20 Gbps GDDR6 memory used in AMD's current RDNA 3 offerings, such as the RX 7900 XT and RX 7900 XTX GPUs.

AMD's first generation RDNA used GDDR6 with 12-14 Gbps speeds, RDNA 2 came with GDDR6 at 14-18 Gbps, and the current RDNA 3 used 18-20 Gbps GDDR6. Without an increment in memory generation, speeds should stay the same at 18 Gbps. However, it is crucial to remember that leaks should be treated with skepticism, as AMD's final memory choices for RDNA 4 could change before the official launch. The decision to use GDDR6 versus GDDR7 could have significant implications in the upcoming battle between AMD, NVIDIA, and Intel's next-generation GPU architectures. If AMD indeed opts for GDDR6 while NVIDIA pivots to GDDR7 for its "Blackwell" GPUs, it could create a disparity in memory bandwidth performance between the competing products. All three major GPU manufacturers—AMD, NVIDIA, and Intel with its "Battlemage" architecture—are expected to unveil their next-generation offerings in the fall of this year. As we approach these highly anticipated releases, more concrete details on specifications and performance capabilities will emerge, providing a clearer picture of the competitive landscape.

According to the latest report from ComputerBase, Intel had a strong presence at the recently concluded Embedded World 2024 conference. The company officially showcased its Arc series of GPUs for the embedded market, based on the existing Alchemist chips rebranded as the "E series." However, industry whispers hint at a more significant development—the impending launch of Intel's second-generation Arc Xe² GPUs, codenamed "Battlemage," potentially before the lucrative Black Friday shopping season. While Alchemist serves as Intel's current offering for embedded applications, many companies in attendance expressed keen interest in Battlemage, the successor to Alchemist. These firms often cover a broad spectrum, from servers and desktops to notebooks and embedded systems, necessitating a hardware platform that caters to this diverse range of applications.

Officially, Intel had previously stated that Battlemage would "hopefully" arrive before CES 2025, implying a 2024 launch. However, rumors from the trade show floor suggest a more ambitious target—a release before Black Friday, which falls on November 29th this year. This timeline aligns with Intel's historical launch patterns, as the original Arc A380 and notebook GPUs debuted in early October 2022, albeit with a staggered and limited rollout. Intel's struggles with the Alchemist launch serve as a learning experience for the company. Early promises and performance claims for the first-generation Arc GPUs failed to materialize, leading to a stuttering market introduction. This time, Intel has adopted a more reserved approach, avoiding premature and grandiose proclamations about Battlemage's capabilities.

Speculated lower-end Intel second generation Arc GPUs popped up via SiSoftware Sandra database entries around mid-March—evaluation samples are likely in the hands of trusted hardware partners. Yesterday, momomo_us happened upon another interesting shipping manifest, following a series of AMD-related leaks. The latest list reveals five "Battlemage" products—three utilizing the BMG-21 GPU, and the remaining two being based on the BMG-10 design. These identifiers have appeared in older leaks, although the latter has been viewed in place sight—chez Intel Malaysia's Failure Analysis Lab.

Previous leaks suggest that these second generation Arc models (Xe2) reside within a "High-Performance Graphics" (HPG) discrete GPU family—the Xe2-HPG BMG-10 range is likely targeting an "enthusiast" market segment, while the Xe2-HPG BMG-21 tier is rumored to offer mid-tier performance. Intel staffers have expressed confidence about a possible late 2024 launch window. Back in January, Tom "TAP" Petersen revealed that the Arc hardware team had already moved onto third-gen "Celestial" GPU endeavors: "I'd say about 30% of our engineers are working on Battlemage, mostly on the software side because our hardware team is on the next thing." The first-gen deck has not been cleared fully it seems—the Alchemist family could be joined by two new variants in the near future.

Intel is quietly working on second generation Arc GPUs—we have not heard much about Xe2 "Battlemage" since CES 2024. Back in January, Tom "TAP" Petersen—an Intel fellow and marketing guru—casually revealed during an interview conducted by PC World: "I'd say about 30% of our engineers are working on Battlemage, mostly on the software side because our hardware team is on the next thing (Celestial)...Battlemage has already has its first silicon in the labs which is very exciting and there's more good news coming which I can't talk about right now." Intel appears to be targeting a loose late 2024 launch window; Petersen stated that he would like to see second generation products arrive at retail before CES 2025's commencement. The SiSoftware Sandra database was updated around mid-March with two very intriguing new Intel GPU entries—test systems (built on an ASUS PRIME Z790-P WIFI mainboard) were spotted running graphics solutions "equipped with 20 Xe-Core (160 EU) and 24 Xe-Cores (160 EU)."

Michael/miktdt commented on the freshly discovered database entries: "some smaller versions are on Sisoft...I guess they are coming. Single-float GP Compute looks quite good for just 160 VE/192 VE. Doesn't tell much about the release though, I guess anything between Q4 2024 and Q2 2025 is a possibility." Both models seem to sport 11.6 GB VRAM capacities—likely 12 GB—and 8 MB of L2 cache. Wccftech has guesstimated potential 192-bit memory bandwidth for these speculative lower-level GPUs. Team Blue has a bit more tweaking to do—based on leaked figures—but time is on their side: "the performance per core for Alchemist currently sits an average of 16% faster than the alleged Battlemage GPU which isn't a big deal since driver-level optimizations and final silicon can give a huge boost when the retail products come out."

Tulpar, an emerging PC gaming hardware company, has been doing the rounds across several European tech events—they demoed Meteor Lake-powered handheld devices at last month's Intel Extreme Masters tour stop in Katowice, Poland. A Hardwareluxx Germany report presented evidence of the Turkish company expanding into graphics card market sectors—Tulpar exhibited their "customized" Intel Arc A770 16 GB model at a recent trade show in Berlin. Andreas Schilling, resident editor at Hardwareluxx, realized that Tulpar had simply rebadged and color adjusted ASRock's Arc A770 Phantom D OC card design.

Tulpar's product placard boasted about their own "3X Cooling System"—a thin renaming of the already well-known ASRock Phantom Gaming triple-fan cooling solution. Their reliance on OEM designs is not a major revelation—the Tulpar 7-inch handheld gaming PC appears to be based on an existing platform—somewhat similar to Emdoor's EM-GP080MTL. Company representatives estimate that their "first dedicated gaming GPU" will be hitting retail within the third quarter of this year. News outlets have questioned this curious launch window—first generation Intel Arc "Alchemist" graphics cards (released in late 2022) are a tough sell, even with a much improved driver ecosystem delivering significant improvements throughout 2023/2024. Tulpar could be targeting a super budget price point, since Team Blue has signalled that their next-gen "Battlemage" GPUs are due later on in the year.

Intel is reportedly pitching Microsoft to work on an "all American" semi-custom SoC for Microsoft's next Xbox generation that succeeds the Series X/S. The company's main pitch to Microsoft is the fact that the chip would be made entirely in the US, including its silicon fabrication and packaging. Microsoft currently relies on AMD for its SoC, which combines an AMD "Zen 2" CPU with a powerful RDNA2 iGPU that meets DirectX 12 Ultimate requirements.

Intel's semi-custom chip could be functionally the same, albeit based on its next generation CPU and graphics microarchitectures. Strengthening Intel's case is the fact that it now has a contemporary high performance gaming graphics architecture in Xe "Alchemist," and is on course to launch its successor, the Xe² "Battlemage," later this year. The company also made huge strides with chiplet-based SoCs as demonstrated with "Meteor Lake." Intel's semi-custom SoC for Microsoft could combine any of its upcoming CPU microarchitectures, such as "Lunar Lake," or "Panther Lake," and an iGPU based on "Battlemage" or Xe³ "Celestial." This chip could also integrate a next generation NPU if the platform calls for one. This wouldn't be Intel's first rodeo with powering a console; in fact the very first Microsoft Xbox was powered by a Pentium 3 "Coppermine" CPU, paired with a discrete GeForce 3 GPU supplied by NVIDIA.

Intel is planning to launch its next-generation Arc "Battlemage" GPUs in 2024. When they come out, they could possibly be the first to implement a PCIe Gen 5 host interface, with the BCM-G10 silicon powering the top SKUs reportedly featuring PCI-Express 5.0 x16. Given how sensitive current generation Arc GPUs are to host interface features such as resizable BAR, the GPUs might possibly need not just the added bandwidth, but also features Gen 5 introduces, such as memory coherency. It might not just be a move aimed at sprucing up the specs sheet.

The Moore's Law is Dead report behind this leak also says that with the Arc Xe2 generation, Intel might not release mobile AIC cards like it does with the current generation. Now, this does not mean that there won't be mobile SKUs, it's just that they'll be sold to laptop OEMs to hardwired onto their laptop mainboards—as it's done on the majority of laptops with discrete GPUs. Besides laptop GPUs in trays, Intel will also develop desktop PCIe add-on graphics cards based on the new GPUs.

Intel in its 2024 International CES presentation, unveiled its two new upcoming client microarchitectures, "Arrow Lake" and "Lunar Lake." Michelle Johnston Holthaus, EVP and GM of Intel's client computing group (CCG), in her keynote address, held up a next-generation Core Ultra "Lunar Lake" chip. This is the Lunar Lake-MX package, with MOP (memory on package). You have a Foveros base tile resembling "Meteor Lake," with on-package LPDDR5x memory stacks. With "Lunar Lake," Intel is reorganizing components across its various Foveros tiles—the Compute and Graphics tiles are combined into a single tile built on an Intel foundry node that's possibly the Intel 20A (we have no confirmation); and a smaller SoC tile that has all of the components of the current "Meteor Lake" SoC tile, and is possibly built on a TSMC node, such as N3.

"Lunar Lake" will pick up the mantle from "Meteor Lake" in the U-segment and H-segment (that's ultraportables, and thin-and-light), when it comes out later this year (we predict in the second half of 2024), with Core Ultra 2-series branding. Intel also referenced "Arrow Lake," which could finally bring light to the sluggish pace of development in its desktop segment. When it comes out later this year, "Arrow Lake" will debut Socket LGA1851, "Arrow Lake" will bring the AI Boost NPU to the desktop, along with Arc Xe-LPG integrated graphics. The biggest upgrade of course will be its new Compute tile, with its "Lion Cove" P-cores, and "Skymont" E-cores, that possibly offer a large IPC uplift over the current combination of "Raptor Cove" and "Gracemont" cores on the "Raptor Lake" silicon. It's also possible that Intel will try to bring "Meteor Lake" with its 6P+8E Compute tile, Xe-LPG iGPU, and NPU, to the LGA1851 socket, as part of some mid-range processor models. 2024 will see a Intel desktop processor based on a new architecture, which is the big takeaway here.

Intel, in a company presentation made to its channel partners, confirmed that it is looking to release its next generation Arc Xe² discrete GPU lineup, codenamed "Battlemage." This would be Intel's second rodeo with high performance gaming graphics since its 2022 return to the segment with the Arc "Alchemist" series. The One Intel presentation slide talks about what to look forward to from the company in the client segment, in the coming year. The slide states that PC processor, workstation processor, and discrete GPU segments will each see upcoming products, which can be seen as a confirmation for a 2024 launch of "Battlemage." Older company slides had illustrated that the launch of "Battlemage" would be timed around that of the company's "Meteor Lake" and "Arrow Lake" client processors. The company is expected to launch "Arrow Lake" sometime in 2024. With "Battlemage," Intel is looking to offer a linear increase in performance, along with new hardware capabilities. The discrete GPUs from this family are expected to be built on a 4 nm-class foundry node by TSMC.

With the reality of high performance Arm processors from Apple and Qualcomm threatening Intel's market share in the client computing space, Intel is working on learner more PCB-efficient client SoCs that can take the fight to them, while holding onto the foundations of x86. The first such form-factor of processors are dubbed -MX. These are essentially -U segment processors with memory on package, to minimize PCB footprint. Intel has fully integrated the PCH into the processor chip with "Meteor Lake," with PCH functions scattered across the SoC and I/O tiles of the processor. An SoC package with dimensions similar to those of -UP4 packages meant for ultrabooks, can now cram main memory, so the PCBs of next-generation notebooks can be further compacted.

Intel had recently shown Meteor Lake-MX packages to the press as a packaging technology demonstration in its Arizona facility. It's unclear whether this could release as actual products, but in a leaked company presentation, confirmed that its first commercial outing will be with Lunar Lake-MX. The current "Alder Lake-UP4" package measures 19 mm x 28.5 mm, and is a classic multi-chip module that combines a monolithic "Alder Lake" SoC die with a PCH die. The "Meteor Lake-UP4" package measures 19 mm x 23 mm, and is a chiplet-based processor, with a Foveros base tile that holds the Compute (CPU cores), Graphics (iGPU), SoC and I/O (platform core-logic) tiles. The "Lunar Lake-MX" package is slightly larger than its -UP4 predecessors, measuring 27 mm x 27.5 mm, but completely frees up space on the PCB for memory.

Fans of Team Blue's Alchemist graphics architecture were slightly disappointed by no new discrete Arc GPU products showing up at this week's Innovation event—where product presentations focused heavily on the CPU-side of things. There was a small hope of Intel's Arc A580 GPU making an appearance at Intel's California gig, following alleged pre-release samples getting benchmarked over the summer. This was the first sign of activity in a year—the three other first generation Alchemist SKUs (A380, A750 and A770) have been released into the wild.

The whole series suffered numerous delays, and launched to a mixed reception late last year. Intel engineers have produced plenty of driver updates and software improvements at an admirable rate throughout 2023. We have not heard much about Alchemist+ since springtime—leaked presentation slides indicated that a refreshed generation was marked for launch around the third and fourth quarters of this year. Given that Team Blue did not showcase Arc "1.5" cards during their Innovation show, we can assume that deadlines have been missed yet again. Battlemage has been spotted most recently—in the form of a BMG G10 GPU sitting in plain sight during a press tour of Intel's Malaysian facility. It will be interesting to find out whether this fully next-generation series has been prioritized.

HardwareLuxx's editor, Andreas Schilling, was invited by Intel Tech Tour to attend a recent press event at the company's manufacturing facility and test labs in Malaysia. Invited media representatives were allowed to observe ongoing work on next generation client and data center-oriented products. He posted a short summary of these observations via social media: "I've seen wafers with Emerald Rapids XCC on them, that were being cut. Not a surprise at all, but still...also MTL682_C0, so Meteor Lake with 6 P-Cores, 8 E-Cores and GT2 Graphic Tile tested in a C0 stepping and finally the Failure Lab already saw BMG G10 - Battlemage is real." We have been hearing mixed mutterings about the status of Team Blue's next-gen Arc GPU technology, with more concrete evidence of its existence popping up around mid-August—namely in the shape of two Battlemage interposers, BGA2362-BMG-X2 and BGA2727-BMG-X3, uploaded to Intel's DESIGN-iN Tools website.

Schilling elaborated further in his full report: "In the Failure Analysis Lab, we came across a tray that evidently contained chips from the next Arc generation - at least, there were already corresponding chips in the analysis, which were clearly labeled as BMG G10." This chip looks to be lined up to succeed the current Alchemist ACM-G10 GPU, as seen on Intel Arc A750 and A770 discrete graphics cards. A leaked product roadmap shows Intel targeting a Battlemage launch around Q2 - Q3 2024, with the aforementioned G10 having a TDP rating of <225 W, as well as another variant—G21—rated for a maximum power consumption of 150 W.

Intel recently updated its website to highlight interposers used for testing upcoming chips before their actual product integration. A specific webpage now showcases components used by various tools, notably the "Gen5 VR," which stands for CPU Voltage Regulator in this context. The highlight of the update reveals at least four yet-to-be-announced products: Battlemage (BMG), Arrow Lake (ARL), and Lunar Lake (LNL), slated for launch in 2024. Particularly interesting are the two Battlemage interposers: BGA2362-BMG-X2 and BGA2727-BMG-X3. This hints that a Battlemage GPU could have more pins than Intel's current top-tier GPU from the Alchemist series, known as DG2, which features 2660 pins (BGA2660-DG2-512EU).

This unveiling could indicate Intel's plans to introduce two GPUs in its new series or potentially two different package sizes. Manufacturers often use consistent package sizes for multiple GPUs, granting flexibility to interchange processors with similar specifications and presenting a feasible production strategy. Another notable mention is the Arrow Lake-HX, intended for premium desktop/laptop hybrids.. While there was some buzz about the ARL-HX series before, this update provides clear confirmation from Intel. Lastly, the reveal includes an interposer for the Lunar Lake-M series (LNL-M), which is expected to be Intel's most energy-efficient line. Drawing parallels from the Alder Lake series, such chips were designed for tablets with power consumption between 5 to 7 watts.

According to a new research report from the analyst firm Jon Peddie Research, unit shipments in the add-in board (AIB) market decreased in Q1 2023 by -12.6% and decreased by -38.2% year to year. Intel increased its add-in board market share by 2% during the first quarter.

The percentage of AIBs in desktop PCs is referred to as the attach rate. The attach rate grew from last quarter by 8% but was down -21% year to year. Approximately 6.3 million add-in boards shipped in Q1 2023. The market shares for the desktop discrete GPU suppliers shifted in the quarter, as AMD's market share remained flat from last quarter. Intel, which entered the AIB market in Q3'22 with the Arc A770 and A750, gained 2% in market share, while Nvidia retains its dominant position in the add-in board space with an 84% market share.

Intel Graphics employees inadvertently revealed that the company's Xe2 "Battlemage" graphics architecture is being designed for the 4 nm silicon fabrication node, which would give Intel's GPU designers a leap in transistor density and power headroom, given that TSMC 4 nm is an EUV node compared to the current 6 nm DUV node the company builds its Arc "Alchemist" GPUs on. The leak also seems to confirm that its succeeding "Celestial" graphics architecture is being designed for 3 nm. An enthusiast named gamma0burst sifted through public profiles of several Intel employees, and scored these details in their professional profile pages.

We are almost certain that Xe2 "Battlemage" is going to be built on the TSMC 4 nm node, and to a slightly lesser degree, about Xe3 "Celestial" being designed for TSMC's 3 nm N3X node. Intel roadmaps pin the debut of "Battlemage" to a 2023-2024 timeline, although this could also be a reference to the iGPU of the upcoming Core "Meteor Lake" processors that debut in the second half of 2023. Intel is highly likely to deliver "Meteor Lake" within its 2H-2023 timeline, which would mean that the mention of "2024" in the graphics technology roadmap could mean that discrete GPUs based on "Battlemage" only arrive next year.

Intel has appointed Deepak Patil as the new corporate vice president and general manager of its Accelerated Computing Systems and Graphics (AXG) group. Patil is set to succeed Raja Koduri in this leadership role - company CEO Pat Gelsinger was the first person to announce news (last month) of Koduri's departure from Intel. At the time of his leaving Team Blue, Koduri's official job title was "Executive Vice President and Chief Architect" so the wording of his successor's executive ranking is slightly different. Patil is the current chief technology and strategy officer at the Intel Data Center and AI Group, and was previously senior vice president at Dell APEX USA. He will be taking over directly from interim AXG division leader Jeff McVeigh.

The official Intel statement regarding its new leadership appointment states: "Intel will deliver competitive accelerated computing products and build scalable systems with easy-to-program software on a predictable cadence. Deepak Patil will serve as the CVP and General Manager of the Accelerated Computing Systems and Graphics (AXG) group. Deepak recently held the position of DCAI Chief Technology and Strategy Officer. Having held senior engineering leadership positions across the high-tech industry, including being a founding member of Microsoft Azure and leading Dell's APEX as-a-service business, he understands the important role that software and open ecosystems play in enabling application developers and service providers to bring innovative solutions to market, at scale."

Intel has awarded TSMC with some big contracts for future manufacturing of next generation GPUs, according to Taiwan's Commercial Times. As previously covered on TPU, the second generation Battlemage graphics processing units will get fabricated via a 4 nm process. According to insider sources at both partnering companies, Intel is eyeing a release date in the second half of 2024 for this Xe2-based architecture. The same sources pointed to the third generation Celestial graphics processing units being ready in time for a second half of 2026 launch window. Arc Celestial, which is based on the Xe3 architecture, is set for manufacture in the coming years courtesy of TSMC's N3X (3 nm) process node.

One of the sources claim that Intel is quietly confident about its future prospects in the GPU sector, despite mixed critical and commercial reactions to the first generation line-up of Arc Alchemist discrete graphics cards. The company is said to be anticipating great demand for more potent versions of its graphics products in the future, and internal restructuring efforts have not dulled the will of a core team of engineers. The restructuring process resulted in the original AXG graphics division being divided into two sub-groups - CCG and DCAI. The pioneer of the entire endeavor, Raja Koduri, departed Intel midway through last month, to pursue new opportunities with an AI-focused startup.

Intel's next-generation Arc "Battlemage" GPU is expected to numerically-double its shader counts, according to a report by RedGamingTech. The largest GPU from the Arc "Battlemage" series, the "BMG-G10," aims to power SKUs that compete in the performance segment. The chip is expected to be built on a TSMC 4 nm-class EUV node, similar to NVIDIA's GeForce "Ada" GPUs, and have a die-size similar to that of the "AD103" silicon powering the GeForce RTX 4080.

Among the juiciest bits from this report are that the top "Battlemage" chip will see its Xe Core count doubled to 64, up from 32 on the top "Alchemist" part. This would see its execution unit (EU) count doubled to 1,024, and unified shader counts at 8,192. Intel is expected to give the chip clock speeds in excess of 3.00 GHz. The Xe Cores themselves could see several updates, including IPC uplifts, and support for new math formats. The memory sub-system is expected to see an overhaul, with a large 48 MB on-die L2 cache. While the memory bus is unchanged at 256-bit wide, the memory speed could see a significant increase up from the 16-17.5 Gbps on the Arc A770. As for when customers can actually expect products, the RedGamingTech report puts launch of the Arc "Battlemage" series at no sooner than Q2-2024. The company is expected to launch refreshed "Alchemist+" GPUs in 2023.

"Panther Lake" is the codename for the microarchitecture behind Intel's 17th Gen Core processors due for 2026-27. It succeeds the 16th Gen "Lunar Lake" (2025-26), 15th Gen "Arrow Lake" (2024-25); and 14th Gen "Meteor Lake" (2023-24) architectures. While very little is known about "Panther Lake," the first piece of information discovered in the LinkedIn profile page of one Intel Graphics engineer, suggests that the graphics tile of the processor will feature an iGPU based on the Xe3 "Celestial" graphics architecture, which is two generations ahead of the current Xe "Alchemist," and one ahead of Xe2 "Battlemage."

Intel's graphics architectures will continue to be highly scalable and modular in their applications, with variants of them scaling between low-power iGPUs to large client discrete GPUs, and very-large HPC-AI processors. The variant for the iGPU powering "Panther Lake" will be Xe3-LPG, a highly skimmed version of the architecture for lower Xe Core counts, with just the right hardware to operate in power-constrained devices such as mobile processors. From the looks of it, Intel will stick with the disaggregated chiplet design for its processor architectures going all the way down to "Panther Lake," as an older company slide detailing the scalability of "Celestial" highlighted a "next platform" processor succeeding "Meteor Lake" and its immediate successor ("Arrow Lake").