Intel acknowledges stumbling in the delivery of top-tier desktop PC processors, discuses yield issues and performance pitfalls related to 18A, and provides updates on the rollout timeline for Panther Lake.
In the ongoing battle for dominance in the data center market, Intel is making strategic moves to regain its position, while facing stiff competition from AMD.
Recent developments show that Intel's higher-end desktop CPUs are less competitive compared to AMD's Ryzen 9000-series offerings. However, Intel's data center-oriented Xeon 6-series CPUs have shown improvement, albeit not enough to prevent AMD from gaining market share.
According to Intel's Chief Financial Officer (CFO), Diamond Rapids, a current product, is not expected to take the lead in the data center market. Instead, the company is pinning its hopes on Coral Rapids, a future product, to further improve its position.
The successful ramp of Intel's 18A process technology, which underpins both Diamond Rapids and Coral Rapids, is a significant step in Intel's recovery in the data center market. The company is making steady incremental improvements on yields on the 18A process technology, a crucial factor for the production of various products, including Panther Lake, Nova Lake desktop CPU, and next-generation data center products.
Panther Lake CPUs, due to launch this year, have seen tweaks to their performance that have affected yields on the 18A process technology. Despite these challenges, Intel remains optimistic about Panther Lake's potential, with the first SKU expected by the end of 2025 and more SKUs in the first half of 2026.
Intel's CFO, David Zinsner, stated that the company is optimistic about its Nova Lake CPU, expected to launch in the second half of 2026. Zinsner believes that Nova Lake will outpace competitors in the high-end desktop market.
The first Intel processor SKUs based on the 18A process technology, including those for the Coral Rapids chip, are expected to be released in 2024. Intel is also planning to apply the learnings from the 18A process technology to its future 14A process technology.
However, Intel acknowledges that it will take years for the company to fully recover in the data center space. The company is currently relying on its 18A-based Diamond Rapids processors to slow down AMD's growth in the server market, with Coral Rapids expected to further improve its position.
In summary, Intel is making progress in its quest to regain its position in the data center market. Despite facing challenges with yields and competition from AMD, the company remains optimistic about its future products, particularly Panther Lake and Nova Lake, and the potential of its 18A and future 14A process technologies.
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