Intel Outlook for Vision 2025: Gelsinger’s plans will continue, Intel 18A in “risk production” 22 comments
Image: Intel
After new CEO Lip-Bu Tan outlined Intel’s path forward yesterday, which is approaching former CEO Pat Gelsinger, product schedules followed today. These also show the well-known, but Intel also explains that 18A is over, risk production is now underway.
Pat Gelsinger likely followed the first performance of new boss Lip-Bu Tan. The fact that there were so many matches in the end showed that Tan also recognized Gelsinger’s chosen path as the only right one. Tan’s goal at LIP-BU is to focus on the core business, eliminate secondary locations, and, even better, focus on customers. This was precisely what Gelsinger was all about, including a dozen business areas.
But Tan continues. Intel will continue to be downsized, so it became clear overnight. Other difficult decisions must be made, as Intel is almost non-existent in areas such as AI with high scalability. Gaudi3 is almost the failure Intel danced towards last year, but sales fell short of expectations. It wasn’t the A-game that Tan now wanted to deliver again; it was also the case in other areas. Intel’s future also includes its own factories, as Intel’s new CEO clarified again.
The roadmaps are the well-known fact that Intel didn’t have any real products in its luggage two days ago. After 14 days in office, the first thing to do was to complete the introductory phase before the tough decisions were made. The Intel CEO then also let the respective department head talk about the already known products.
Intel’s Three Focus Groups
Intel’s product manager, Michelle Johnston Holthaus, explained the three priorities: AI in the PC segment, strengthening the data center space, and finding innovation in AI that moves Intel forward. The customer portfolio this year is very broad, Intel continued on stage. Intel Lunar Lake, in particular, has been extremely well received. Panther Lake, with many of the positive properties of Lunar Lake, will be in production this year, and the Intel-18A manufacturing product is expected for 2026, Intel confirmed again. Panther Lake will certainly not appear in mass production this year, but, as with Intel Arrow Lake, after its launch in the fall, it will only be available early next year. Intel Panther Lake will be built in late 2025 and will take longer than 2026
Intel Panther Lake will be built in late 2025 and will take longer than 2026
AI is also a big topic for Intel, with the company postponing here, given that it’s still early days. The same thing had been heard from Samsung; the company has had little or nothing to do with the program so far. Google’s AI moment is far from being reached—but that’s where it should be going; it should be available to everyone, everywhere. Intel wants to listen much more to partners, not cut corners, as it has done in the past.
Intel Foundry and Packaging
Ultimately, there’s still Intel Foundry, which Intel’s COO called a startup. There’s still a lot to learn about not just producing Intel chips, as it did decades ago. Intel 18a is the first and perhaps most important step, and it’s progressing well, Intel confirmed again on stage. Risk production is working, and production is now being ramped up so that tens of thousands of wafers can be manufactured by the end of the year. On April 29, Intel Foundry will hold its own event and will likely also name new customers.
Packaging is also an issue. Intel already stated two weeks ago that it likes to package free capacity for other companies. This could attract Intel with adequate production. Intel also wants to package chips for other companies
Intel also wants to package chips for other companies (Image: Intel) Image 1 of 4 Topics: Intel Intel Panther Lake Intel Vision 2025 Economy Processors
Marc deciphers processors by testing their performance for gaming, content creation, and artificial intelligence.
