18A Panther Lake coming soon to >200 PCs near you.
Analysts expect chips based on the 18A process to be industry-leading as far as performance and power efficiency are concerned. Importantly, Intel has already begun the high-volume production of the Panther Lake chips. According to Tom's Hardware, the chip giant is reportedly weeks -- or even months -- ahead of the high-volume production of TSMC's competing 2nm chips.
What's more, Intel points out that its Panther Lake processors will power more than 200 artificial intelligence (AI)-capable personal computer (PC) designs. The company will also launch processors for edge AI applications, such as robotics and automation, later this year
Even better, Intel's Panther Lake processors are receiving positive reception in the gaming community, with tests suggesting that they are capable of outperforming AMD's offerings. With shipments of advanced AI PCs expected to rise by 52% in 2026, according to Counterpoint Research, Intel's Panther Lake processor should help it capitalize on the terrific growth opportunity at hand.
The client computing group (CCG) is Intel's biggest source of revenue, accounting for 62% of its top line in the third quarter of 2025. The segment's revenue increased by 5% year over year to $8.5 billion. Since Intel has announced a solid pipeline of design wins for the 18A process node, there is a good chance that this segment will clock stronger growth in 2026 and move the needle in a bigger way for the company.
As such, don't be surprised to see Intel growing at a faster pace than analysts' expectations in 2026. However, will that be enough for the stock to climb higher, considering its valuation?
Prediction: Intel stock will continue soaring in 2026
PS
'26 on a total no brainer.
:-)
ASML
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