Intel VP John Pitzer says the chip maker is gearing up to claw back market share with its Panther Lake and Nova Lake processors after getting wrecked by AMD this year. Arrow Lake flopped hard against the Ryzen 9000 series and X3D chips, and desktop sales tanked. Panther Lake drops at CES with new core designs and better integrated graphics, while Nova Lake arrives later with a big last-level cache to compete with AMD's V-Cache stuff.
Intel is also bringing production back in-house after outsourcing everything for Arrow Lake and Lunar Lake. About 70% of Panther Lake's logic tiles will get made on the 18A node internally, and Nova Lake will push that even higher since it covers both laptops and desktops. This move hurts margins short-term, but it helps the foundry business and cuts dependence on TSMC.
Intel is also bringing production back in-house after outsourcing everything for Arrow Lake and Lunar Lake. About 70% of Panther Lake's logic tiles will get made on the 18A node internally, and Nova Lake will push that even higher since it covers both laptops and desktops. This move hurts margins short-term, but it helps the foundry business and cuts dependence on TSMC.
