Yes — Intel just unveiled its first 18A-based chips: the Panther Lake client platform and Xeon 6+ (Clearwater Forest) server CPUs. Panther Lake ships in late 2025, and Xeon 6+ launches in the first half of 2026.
Here’s what’s been revealed:
Panther Lake (Client Platform)
- Process Node: Built on Intel 18A, featuring RibbonFET (GAA transistors) and PowerVia (backside power delivery).
- Product Line: Launches as Intel Core Ultra Series 3 — the first AI PC platform on 18A.
- Performance: Promises 15% better performance-per-watt and 30% higher transistor density vs. Intel 3.
- Manufacturing: Produced at Fab 52 in Chandler, Arizona, now fully operational.
- Shipping: Begins late 2025, targeting wide adoption across premium laptops and desktops.
Xeon 6+ (Clearwater Forest)
- Architecture: First server CPU on Intel 18A, optimized for AI, cloud, and HPC workloads.
- Packaging: Uses advanced multi-tile design with Foveros 3D stacking and EMIB interconnects.
- Efficiency: Gains from RibbonFET and PowerVia translate to lower power draw and better thermal scaling.
- Launch Window: Expected to ship in H1 2026, anchoring Intel’s next-gen data center roadmap.
Strategic Implications
- U.S. Manufacturing Leadership: 18A is the most advanced node ever developed and produced domestically.
- Lip-Bu Tan’s Turnaround: This marks Intel’s biggest architectural and fab milestone since Tan became CEO in March 2025.
- Competitive Positioning: Intel aims to leapfrog TSMC and Samsung in process leadership, especially for AI-centric compute.
If you want to map how Panther Lake compares to Apple’s M5 or AMD’s Strix Halo, or how Xeon 6+ stacks against NVIDIA Grace or AmpereOne, I can build that next.
Lead (heard 1st on cnbc):
Intel gives first look at next-gen chips, says Arizona fab is fully operational
PS
EUV rich Thingy flood starts with 3nm stuff 4Q25 on.
Quickly followed by 18A/2nm HBM 4.
And,...
So many others.
:-)
ASML
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