Some of the first die-shots and annotations of the Intel Core Ultra 200V "Lunar Lake" processor surfaced on the web, thanks to die-shots by GeenWens and Kurnalsalts on Twitter. Be sure to check out our Lunar Lake Technical Deep-dive article to learn the basics of how Lunar Lake is different from "Meteor Lake." Both are disaggregated chiplet-based processors, but Lunar Lake remodels things a bit. All the logic engines of the processor—the CPU, the iGPU, and the NPU, are located in a centralized Compute tile that's built on the TSMC 3 nm process, while all the I/O controllers are spun out to the Platform Controller tile built on TSMC 6 nm, which sit on a Foveros base tile that acts as an interposer, facilitating high-density microscopic connections between the two tiles. The base tile sits on the fiberglass substrate, which also has stacked LPDDR5X memory for either 16 GB or 32 GB of on-package system memory.

The Kurnalsalts annotation provides a good lay of the land for the Compute tile. The most striking aspect of it is the CPU. "Lunar Lake" comes with a 4P+4E core hybrid CPU, but the two kinds of cores do not share a last-level cache or sit in a ringbus, unlike in case of the Compute tile of "Meteor Lake." The four "Lion Cove" P-cores each come with 2.5 MB of dedicated L2 caches, and share a 12 MB L3 cache. The four "Skymont" E-cores are not part of the ringbus connecting the four P-cores, rather they are physically separated, much like the low-power island E-cores on "Meteor Lake." The E-core cluster shares a 4 MB L2 cache among the four E-cores. This E-core cluster is directly connected to the switching fabric of the Compute tile.

Intel's future processor microarchitectures and their constituent CPU cores have hit the rumor-mill. The "Lion Cove" P-core is now current-gen, as products based on the Core Ultra 200V "Lunar Lake" processor, which implements it, have been announced. "Lion Cove" will also be the main workhorse of "Arrow Lake," and Intel's Xeon 7 P-core server processors. The core ditches Hyper-Threading, but introduces a double-digit percent IPC gain over "Raptor Cove." The thunder of "Lion Cove" was stolen by the new "Skymont" E-core during the "Lunar Lake" technical presentations, as it offers nearly the same IPC as "Raptor Cove," at much lower power, and is held back by a lack of HTT and its inability to operate at high clock speeds that "Raptor Cove" can. We predict "Skymont" is shaking things up at Intel, and will have an impact on the way the company's future CPU cores are designed—to place greater emphasis on power and die-area to achieve IPC growth targets with each generation.

The successor to "Lion Cove" is codenamed "Royal Core." This would be the first time in over five years (since "Sunny Cove") that Intel's P-core codename doesn't use "Cove," signaling a departure from that naming scheme. The first iteration of "Royal Core" will power Intel's "Nova Lake" microarchitecture that succeeds "Lunar Lake." A slightly updated version of this core, codenamed "Royal Core 1.1," will power the "Beast Lake" microarchitecture, which likely falls in the lineage of "Arrow Lake," if not being a direct successor to it. An alleged Intel employee's work project description revealed "Cobra Core," a CPU core that succeeds "Royal Core," although the codename of its parent microarchitecture hasn't been revealed. Microarchitectures such as "Beast Lake," and its successor implementing "Cobra Core" are slated for much later into the decade, and we don't expect them to see the light of the day till at least 2026-27, if not later.

Details have emerged about Intel's upcoming "Panther Lake" processors, set to be the third generation of Core Ultra mobile chips. Called the Core Ultra 300 series, these CPUs are expected to succeed "Lunar Lake". According to recent leaks, Panther Lake-H will be manufactured using Intel's cutting-edge 18A process node. The chips are said to feature a combination of Cougar Cove P-Cores, Skymont E-Cores, and Xe3 (Celestial) integrated graphics. This architecture builds upon Intel's hybrid core design, refining it for even better performance on mobile devices. The leaked information suggests a range of configurations for Panther Lake-H, the high-perfomance variant of the lineup. These include models with varying core counts and power envelopes, from efficient 25 W parts to more interesting 45 W options. Notably, some SKUs reportedly feature up to 18 cores in total, combining P-cores, E-cores, and LP E-cores in a five-tile package. This is an increase from previously believed 16 cores.

Intel's 13th and 14th generation processors, codenamed "Raptor Lake" and "Raptor Lake Refresh," have been notoriously riddled with stability issues over the past few months, up until Intel shipped the 0x129 microcode update on August 10 to fix these issues. However, the upcoming Intel Core Ultra 200 "Arrow Lake" and 200V series "Lunar Lake" processors will not have these issues as the company confirmed that an all-new design is used, even for the segment of power regulation. The official company note states: "Intel confirms that its next generation of processors, codenamed Arrow Lake and Lunar Lake, are not affected by the Vmin Shift Instability issue due to the new architectures powering both product families. Intel will ensure future product families are protected against the Vmin Shift Instability issue as well."

Originally, Intel's analysis for 13th—and 14th-generation processors indicated that stability issues stemmed from excessive voltage during processor operation. These voltage increases led to degradation, raising the minimum voltage necessary for stable performance, which Intel refers to as "Vmin shift." Given that the design phase of new architectures lasts for years, Intel has surely anticipated that the old power delivery could yield problems, and the upcoming CPU generations are now exempt from these issues, bringing stability once again to Intel's platforms. When these new products launch, all eyes will be on the platform's performance, but with a massive interest in stability testing from enthusiasts.

Demonstrating the depth and breadth of its technologies at Hot Chips 2024, Intel showcased advancements across AI use cases - from the data center, cloud and network to the edge and PC - while covering the industry's most advanced and first-ever fully integrated optical compute interconnect (OCI) chiplet for high-speed AI data processing. The company also unveiled new details about the Intel Xeon 6 SoC (code-named Granite Rapids-D), scheduled to launch during the first half of 2025.

"Across consumer and enterprise AI usages, Intel continuously delivers the platforms, systems and technologies necessary to redefine what's possible. As AI workloads intensify, Intel's broad industry experience enables us to understand what our customers need to drive innovation, creativity and ideal business outcomes. While more performant silicon and increased platform bandwidth are essential, Intel also knows that every workload has unique challenges: A system designed for the data center can no longer simply be repurposed for the edge. With proven expertise in systems architecture across the compute continuum, Intel is well-positioned to power the next generation of AI innovation." -Pere Monclus, chief technology officer, Network and Edge Group at Intel.

Intel may have debuted its Hybrid (heterogeneous multicore) architecture for the desktop with the 12th Gen Core "Alder Lake-S," but the value-ended Core i3 series SKUs throughout the 12th, 13th, and 14th Gen Core processors have remained 4-core/8-thread traditional multicore chips, with just four P-cores. Intel is about to change this with the Core Ultra 200 series "Arrow Lake-S." According to OneRaichu, a reliable source with Intel leaks, the company is giving finishing touches to a pair of Core Ultra 3 series desktop processor SKUs based on the "Arrow Lake" microarchitecture. These will be 8-core chips, a doubling in core-count form the past generations, but the nature of these 8 cores is not yet known.

Among the SKUs in the leak are the Core Ultra 3 205, and the Core Ultra 3 215, both of which are 8-core chips. The two are probably differentiated in a similar manner to past generations of Intel Core i3 desktop did, using cache sizes (eg: Core i3-10100 and i3-10300). The chips probably feature a 4P+4E core configuration, as a "2P+6E" configuration might not be possible, as the E-core clusters are indivisible, although we don't know if the same rule applies to the "Skymont" E-core clusters. The dedicated L2 caches of both the P-cores and E-core clusters could be smaller than on Core Ultra 5 and above SKUs. The Core Ultra 200V "Lunar Lake" processor uses "Lion Cove" P-cores with 2.5 MB of L2 cache per core, while the Core Ultra 9 285K probably has "Lion Cove" P-cores with 3 MB of L2 cache per core.

Intel's ambitious new ultraportable mobile processor series, the Core Ultra 200V series "Lunar Lake," launches on September 3, according to an Acer announcement for a media event covering the launch of its notebooks based on these chips. Acer scheduled this event on September 4, which means Intel to launch these processors no later than September 3. Media events by PC OEMs tend to follow a day after Intel's launch of a new processor generation or platform. A September 3 launch would precede the IFA 2024 Conference in Berlin, which kicks off on September 6, but which is open to press and industry delegates a little sooner, as is the norm for trade shows.

The Core Ultra 200V "Lunar Lake" is Intel's first processor generation to implement MoP (memory on package), eliminating the need for discrete memory modules. This reduces the Z height as well as PCB footprint of the platform, enabling thinner notebooks. MoP also has certain power and latency advantages compared to discrete memory. The compute complex of "Lunar Lake" consists of a 4P+4E CPU with "Lion Cove" P-cores, and "Skymont" E-cores. This is also the first processor to debut Intel's Xe2 "Battlemage" graphics architecture, as it powers its iGPU. It packs a powerful NPU that meets Microsoft Copilot+ AI PC requirements. You can learn all about "Lunar Lake" in our architecture deep-dive.

According to a recent report from Reuters, tech giant Intel is facing a significant legal challenge as shareholders file a lawsuit following a dramatic plunge in the company's stock price. The legal action comes from Intel's recent announcement of dividend suspensions and plans to lay off over 15,000 employees. The semiconductor behemoth saw its market value plummet by a staggering $32 billion in a single day, leaving investors reeling. The Construction Laborers Pension Trust of Greater St. Louis has initiated a proposed class action suit, naming Intel, CEO Pat Gelsinger, and CFO David Zinsner as defendants. The plaintiffs allege that the company made misleading statements about its business operations and manufacturing capabilities, artificially inflating its stock price between January 25 and August 1.

Intel's financial woes stem from underperforming contract foundry operations and 1% drop in revenue during the second quarter of 2024. While it may seem miniscule, declining revenue is paired with a negative 15.3% operating margin, resulting in a net loss of $1.61 billion. The company's August 1 announcement caught many shareholders off guard, prompting accusations of inadequate disclosure and transparency. This lawsuit is just one of several legal battles Intel is currently strangled in. The company is also locked in a patent dispute with R2 Semiconductor across multiple European countries, centering on voltage regulation technology. While Intel has secured a victory in the UK, it faces ongoing litigation in Germany, France, and Italy. Adding to Intel's troubles, a separate class action lawsuit is being explored on behalf of customers who purchased potentially faulty 13th and 14th-generation processors. The company also canceled its September 2024 Innovation event, citing poor financials, without any words on Arrow Lake or Lunar Lake. While the cancelation of events is sad, it is necessary to get financials back on track, and product launches should continue as usual.

The Intel stock on NASDAQ slid 25% as of this writing, on Friday (08/02). This comes in the wake of the company's Q2-2024 quarterly results that held the company's profitability below expectations, leading the company to suspend quarterly dividend payouts starting Q4-2024, and engage a slew of measures to cut cost of revenue by over $10 billion. Among other things, this mainly involves downsizing the company across its various business units. Intel tried to keep investor spirits high by posting updates on how its 5N4Y (five silicon fabrication nodes in four years) plan is nearing completion, and how the company is at the cusp of raking in numbers from the AI PC upswing. To this effect, the company is launching its "Lunar Lake" and "Arrow Lake" processors within 2024, to address the various PC sub-segments. The Intel stock isn't churning in a silo, tech stock prices across the industry are witnessing corrections, although few as remarkable as Intel.

Intel Corporation today reported second-quarter 2024 financial results. "Our Q2 financial performance was disappointing, even as we hit key product and process technology milestones. Second-half trends are more challenging than we previously expected, and we are leveraging our new operating model to take decisive actions that will improve operating and capital efficiencies while accelerating our IDM 2.0 transformation," said Pat Gelsinger, Intel CEO. "These actions, combined with the launch of Intel 18A next year to regain process technology leadership, will strengthen our position in the market, improve our profitability and create shareholder value."

"Second-quarter results were impacted by gross margin headwinds from the accelerated ramp of our AI PC product, higher than typical charges related to non-core businesses and the impact from unused capacity," said David Zinsner, Intel CFO. "By implementing our spending reductions, we are taking proactive steps to improve our profits and strengthen our balance sheet. We expect these actions to meaningfully improve liquidity and reduce our debt balance while enabling us to make the right investments to drive long-term value for shareholders."

Intel has officially confirmed the upcoming Core Ultra 200V "Lunar Lake" CPU generation is arriving on September 3rd. The official media alert states: "Ahead of the IFA 2024 conference, join Michelle Johnston Holthaus, Intel executive vice president and general manager of the Client Computing Group, and Jim Johnson, senior vice president and general manager of the Client Business Group, and Intel partners as they launch the next generation of Intel Core Ultra processors, code-named Lunar Lake. During the livestreamed event, they will reveal details on the new processors' breakthrough x86 power efficiency, exceptional core performance, massive leaps in graphics performance and the unmatched AI computing power that will drive this and future generations of Intel products."

With IFA happening in Berlin from September 6th to 10th, Intel's Lunar Lake launch is also happening in Berlin just a few days before, on September 3rd at 6 p.m. CEST (9 a.m. PDT). We expect to see nine SKUs: Core Ultra 9 288V, Core Ultra 7 268V, Core Ultra 7 266V, Core Ultra 7 258V, Core Ultra 7 256V, Core Ultra 5 238V, Core Ultra 5 236V, Core Ultra 5 228V, and Core Ultra 5 226V. All of the aforementioned models feature four P-cores and four E-cores, with varying Xe2 GPU core counts and clocks. We also expect to see Intel present its design wins and upcoming Lunar Lake devices like laptops during the launch.

The first die shot of AMD's new 4 nm "Strix Point" mobile processor surfaced, thanks to an enthusiast on Chinese social media. "Strix Point" is a significantly larger die than "Phoenix." It measures 12.06 mm x 18.71 mm (L x W), compared to the 9.06 mm x 15.01 mm of "Phoenix." Much of this die size increase comes from the larger CPU, iGPU, and NPU. The process has been improved from TSMC N4 on "Phoenix" and its derivative "Hawk Point," to the newer TSMC N4P node.

Nemez (GPUsAreMagic) annotated the die shot in great detail. The CPU now has 12 cores spread across two CCX, one of which contains four "Zen 5" cores sharing a 16 MB L3 cache; and the other with eight "Zen 5c" cores sharing an 8 MB L3 cache. The two CCXs connect to the rest of the chip over Infinity Fabric. The rather large iGPU takes up the central region of the die. It is based on the RDNA 3.5 graphics architecture, and features 8 workgroup processors (WGPs), or 16 compute units (CU) worth 1,024 stream processors. Other key components include four render backends worth 16 ROPs, and control logic. The GPU has its own 2 MB of L2 cache that cushions transfers to the Infinity Fabric.

A CPU-Z screenshot of an alleged Intel Core Ultra 9 285K "Arrow Lake-S" desktop processor engineering sample is doing rounds on social media, thanks to wxnod. CPU-Z identifies the chip with an Intel Core Ultra case badge with the deep shade of blue associated with the Core Ultra 9 brand extension, which hints at this being the top Core Ultra 9 285K processor model, we know it's the "K" or "KF" SKU looking at its processor base power reading of 125 W. The chip is built in the upcoming Intel Socket LGA1851. CPU-Z displays the process node as 7 nm, which corresponds with the Intel 4 foundry node.

Intel is using the same Intel 4 foundry node for "Arrow Lake-S" as the compute tile of its "Meteor Lake" processor. Intel 4 offers power efficiency and performance comparable to 4 nm nodes from TSMC, although it is physically a 7 nm node. Likewise, the Intel 3 node is physically 5 nm. If you recall, the main logic tile of "Lunar Lake" is being built on the TSMC N3P (3 nm) node. This means that Intel is really gunning for performance/Watt with "Lunar Lake," to get as close to the Apple M3 Pro as possible.

The much-anticipated revolution in AI-powered personal computing seems to be off to a slower start than expected. Qualcomm's Snapdragon X CPUs, touted as game-changers in the AI PC market, have struggled to gain significant traction since their launch. Recent data from PassMark, a popular benchmarking software, reveals that Snapdragon X CPUs account for a mere 0.3% of submissions in the past 30 days. This is a massive contrast to the 99.7% share held by traditional x86 processors from Intel and AMD, which raises questions about the immediate future of ARM-based PCs. The underwhelming adoption comes despite bold predictions from industry leaders. Qualcomm CEO Cristiano Amon had projected that ARM-based CPUs could capture up to 50% of the Windows PC market by 2029. Similarly, ARM's CEO anticipated a shift away from x86's long-standing dominance.

However, it turns out that these PCs are primarily bought for the battery life, not their AI capabilities. Of course, it's premature to declare Arm's Windows venture a failure. The AI PC market is still in its infancy, and upcoming mid-tier laptops featuring Snapdragon X Elite CPUs could boost adoption rates. A lot of time still needs to pass before the volume of these PCs reaches millions of units shipped by x86 makers. The true test will come with the launch of AMD's Ryzen AI 300 and Intel's Lunar Lake CPUs, providing a clearer picture of how ARM-based options compare in AI performance. As the AI PC landscape evolves, Qualcomm faces mounting pressure. NVIDIA's anticipated entry into the market and significant performance improvements in next-generation x86 processors from Intel and AMD pose a massive challenge. The coming months will be crucial in determining whether Snapdragon X CPUs can live up to their initial hype and carve out a significant place in the AI PC ecosystem.

Intel is preparing to launch its next generation of mobile CPUs with Core Ultra 200 series "Lunar Lake" leading the charge. However, as these processors are about to hit the market, leakers reveal Intel's plans for the next-generation Core Ultra 300 series "Panther Lake". According to rumors, Panther Lake will double the core count of Lunar Lake, which capped out at eight cores. There are several configurations of Panther Lake in the making based on the different combinations of performance (P) "Cougar Cove," efficiency (E) "Skymont," and low power (LP) cores. First is the PTL-U with 4P+0E+4LP cores with four Xe3 "Celestial" GPU cores. This configuration is delivered within a 15 W envelope. Next, we have the PTL-H variant with 4P+8E+4LP cores for a total of 16 cores, with four Xe3 GPU cores, inside a 25 W package. Last but not least, Intel will also make PTL-P SKUs with 4P+8E+4LP cores, with 12 Xe3 cores, to create a potentially decent gaming chip with 25 W of power.

Intel's Panther Lake CPU architecture uses an innovative design approach, utilizing a multi-tile configuration. The processor incorporates five distinct tiles, with three playing active roles in its functionality. The central compute operations are handled by one "Die 4" tile with CPU and NPU, while "Die 1" is dedicated to platform control (PCD). Graphics processing is managed by "Die 5", leveraging Intel's Xe3 technology. Interestingly, two of the five tiles serve a primarily structural purpose. These passive elements are strategically placed to achieve a balanced, rectangular form factor for the chip. This design philosophy echoes a similar strategy employed in Intel's Lunar Lake processors. Panther Lake is poised to offer greater versatility compared to its Lunar Lake counterpart. It's expected to cater to a wider range of market segments and use cases. One notable advancement is the potential for increased memory capacity compared to Lunar Lake, which capped out at 32 GB of LPDDR5X memory running at 8533 MT/s. We can expect to hear more potentially at Intel's upcoming Innovation event in September, while general availability of Panther Lake is expected in late 2025 or early 2026.

Intel is preparing a complete refresh of its desktop platform this year, with the introduction of the Core Ultra 200 series processors based on the "Arrow Lake" microarchitecture. The company skipped a desktop processor based on "Meteor Lake," probably because it didn't meet the desired multithreaded performance targets for Intel as it maxed out at 6P+8E+2LP, forcing Intel to come up with the 14th Gen Core "Raptor Lake Refresh" generation to see it through 2H-2023 and at least three quarters of 2024. The company, in all likelihood, will launch the new "Arrow Lake-S" Core Ultra 200 series toward late-Q3 or early-Q4 2024 (September-October). The first wave will include the overclocker-friendly K- and KF SKUs, alongside motherboards based on the top Intel Z890 chipset. 2025 will see the series ramp to more affordable processor models, and mainstream chipsets, such as the B860. These processors require a new motherboard, as Intel is introducing the new Socket LGA1851 with them.

Core configurations of the "Arrow Lake-S" chip surfaced on the web thanks to Jaykihn, a reliable source with Intel leaks. In its maximum configuration, the chip is confirmed to feature 8 P-cores, and 16 E-cores. There are no low-power island E-cores. Each of the 8 P-cores is a "Lion Cove" featuring 3 MB of dedicated L2 cache; while each the E-cores are "Skymont," arranged in 4-core modules that share 4 MB L2 caches among them. Intel claims that the "Lion Cove" P-core offers a 14% IPC increase over the "Redwood Cove" P-core powering "Meteor Lake," which in turn had either equal or a 1% IPC regression compared to "Raptor Cove." This would put "Lion Cove" at a 13-14% IPC advantage over the "Raptor Cove" cores. It's important to note here, that the "Lion Cove" P-cores lack HyperThreading, so Intel will be banking heavily on the "Skymont" E-cores to shore up generational multithreaded performance increase. "Skymont" was a show-stopper at Intel's Computex event, with a nearly 50% IPC gain over previous generations of Intel E-cores, which puts it at par with the "Raptor Cove" cores in single-thread performance.

ASUS has revealed its upcoming ExpertBook P5 laptop, set to debut alongside Intel's highly anticipated "Lunar Lake" processors. This ultrabook aims to boost AI-capable laptop market, featuring an unspecified Intel Lunar Lake "Core Ultra 200V" CPU at its core. The ExpertBook P5 boasts impressive AI processing capabilities, with over 45 TOPS from its Neural Processing Unit and a combined 100+ TOPS when factoring in the CPU and GPU. The NPU provides efficient processing, with additional power coming from Lunar Lake's GPU with XMX cores, featuring the Xe2 Battlemage architecture. This is more than enough for the Copilot+ certification from Microsoft, making the laptop debut as an "AI PC." The ExpertBook P5 offers up to 32 GB of LPDDR5X memory running at 8333 MT/s, up to 3 TB of PCIe 4.0 SSD storage with two drives, and Wi-Fi 7 support.

The 14-inch anti-glare display features a 2.5K resolution and a smooth 144 Hz refresh rate, ensuring a premium visual experience. Despite its powerful internals, the ExpertBook P5 maintains a solid profile weighing just 1.3 kg. The laptop is housed in an all-metal military-grade aluminium body with a 180-degree lay-flat hinge, making it both portable and versatile. ASUS has also prioritized cooling efficiency with innovative technology that optimizes thermal management, whether the laptop is open or closed. Security hasn't been overlooked either, with the ExpertBook P5 featuring a robust security ecosystem, including Windows 11 secured-core PC framework, NIST-155-ready Commercial-Grade BIOS protection, and biometric login options. While an exact release date hasn't been confirmed, ASUS is preparing ExpertBook P5 and other Lunar Lake-powered laptops to hit the market in the second half of 2024.

The recent launch of Copilot+ PCs, a collaboration between Microsoft and Qualcomm, has taken an unexpected turn in the market. While these devices were promoted for their artificial intelligence capabilities, a Bloomberg report reveals that consumers are primarily drawn to them for their impressive battery life. The Snapdragon X-powered Copilot+ PCs have made a significant impact, securing 20% of global PC sales during their launch week. However, industry analyst Avi Greengart points out that the extended battery life, not the AI features, is driving these sales. Microsoft introduced three AI-powered features exclusive to these PCs: Cocreator, Windows Studio Effects, and Live Captions with Translation. Despite these innovations, many users find these features non-essential for daily use. The delay of the anticipated Recall feature due to privacy concerns has further dampened enthusiasm for the AI aspects of these devices.

The slow reception of on-device AI capabilities extends beyond consumer preferences to the software industry. Major companies like Adobe, Salesforce, and SentinelOne declined Microsoft's request to optimize their apps for the new hardware, citing resource constraints and the limited market share of AI-capable PCs. Gregor Steward, SentinelOne's VP for AI, suggests it could take years before AI PCs are widespread enough to justify app optimization. Analysts project that by 2028, only 40% of new computers will be AI-capable. Despite these challenges, Qualcomm remains optimistic about the future of AI PCs. While the concept may currently be more on the marketing side, the introduction of Arm-based Windows laptops offers a welcome alternative to the Intel-AMD duopoly. As the technology evolves and adoption increases, on-device AI features may become more prevalent and useful. The imminent arrival of AMD Ryzen AI 300 series and Intel Lunar Lake chips promises to expand the Copilot+ PC space further. For now, however, it appears that superior battery life remains the primary selling point for consumers.

Intel has reportedly chosen the TSMC 4 nm EUV foundry node for its next generation Arc Xe2 discrete GPUs based on the "Battlemage" graphics architecture. This would mark a generational upgrade from the Arc "Alchemist" family, which Intel built on the TSMC 6 nm DUV process. The TSMC N4 node offers significant increases in transistor densities, performance, and power efficiency over the N6, which is allowing Intel to nearly double the Xe cores on its largest "Battlemage" variant in numerical terms. This, coupled with increased IPC, clock speeds, and other features, should make the "Battlemage" contemporary against today's AMD RDNA 3 and NVIDIA Ada gaming GPUs. Interestingly, TSMC N4 isn't the most advanced foundry node that the Xe2 "Battlemage" is being built on. The iGPU powering Intel's Core Ultra 200V "Lunar Lake" processor is part of its Compute tile, which Intel is building on the more advanced TSMC N3 (3 nm) node.

Intel very much does intend to make discrete gaming GPUs based on its Xe2 "Battlemage" graphics architecture, which made its debut with the Core Ultra 200V "Lunar Lake-MX" processor as an iGPU. With its next generation, Intel plans to capture an even bigger share of the gaming graphics market, both on the notebook and desktop platforms. "Battlemage" will be crucial for Intel, as it will be able to make its case with Microsoft and Sony for semi-custom chips, for their next-generation consoles. Intel has all pieces of the console SoC puzzle that AMD does. A Xe2 "Battlemage" discrete GPU sample, codenamed "Churchill Falls," has been spotted making its transit in and out of locations known for Intel SoC development, such as Bangalore in India, and Shanghai in China.

Such shipping manifests tend to be incredibly descriptive, and speak of an Arc "Battlemage" X3 and Arc "Battlemage" X4 SKUs, each with 448 execution units (EU), across 56 Xe cores. Assuming an Xe core continues to have 128 unified shaders in the "Battlemage" architecture, you're looking at 7,168 unified shaders for this GPU, a staggering 75% increase in just the numerical count of the shaders, and not accounting for IPC increase and other architecture-level features. The descriptions also speak of a 256-bit wide memory bus, although they don't specify memory type or speed. Given that at launch, the Arc A770 "Alchemist" was a 1440p-class GPU, we predict Intel might take a crack at a 4K-class GPU. Besides raster 3D performance, Intel is expected to significantly improve the ray tracing and AI performance of its Xe2 discrete GPUs, making them powerful options for creative professionals.

During Computex 2024, Intel announced the next-generation compute platform for the notebook segment in the form of the Core Ultra 200V series, codenamed Lunar Lake. Set for release in September 2024, these processors are generating excitement among tech enthusiasts and industry professionals alike. According to the latest leak by VideoCardz, Intel plans to unveil nine variants of Lunar Lake, including Core Ultra 7 and Core Ultra 5 models, with a single high-end Core Ultra 9 variant. While exact specifications remain under wraps, Intel's focus on artificial intelligence capabilities is clear. The company aims to secure a spot in Microsoft's Copilot+ lineup by integrating its fourth-generation Neural Processing Unit (NPU), boasting up to 48 TOPS of performance. All Lunar Lake variants are expected to feature a hybrid architecture with four Lion Cove performance cores and four Skymont efficiency cores.

This design targets low-power mobile devices, striking a balance between performance and energy efficiency. For graphics, Intel is incorporating its next-generation Arc technology, dubbed Battlemage GPU, which utilizes the Xe2-LPG architecture. The leaked information suggests that Lunar Lake processors will come with either 16 GB or 32 GB of non-upgradable LPDDR5-8533 memory. Graphics configurations are expected to include seven or eight Xe2 GPU cores, depending on the model. At the entry level, the Core Ultra 5 226V is rumored to offer a 17 W base power and 30 W maximum turbo power, with performance cores clocking up to 4.5 GHz. The top-tier Core Ultra 9 288V is expected to push the envelope with a 30 W base power, performance cores boosting to 5.1 GHz, and an NPU capable of 48 TOPS. You can check out the rest of the SKUs in the table below.

TrendForce has observed that in 2024, major CSPs such as Microsoft, Google, Meta, and AWS will continue to be the primary buyers of high-end AI servers, which are crucial for LLM and AI modeling. Following establishing a significant AI training server infrastructure in 2024, these CSPs are expected to actively expand into edge AI in 2025. This expansion will include the development of smaller LLM models and setting up edge AI servers to facilitate AI applications across various sectors, such as manufacturing, finance, healthcare, and business.

Moreover, AI PCs or notebooks share a similar architecture to AI servers, offering substantial computational power and the ability to run smaller LLM and generative AI applications. These devices are anticipated to serve as the final bridge between cloud AI infrastructure and edge AI for small-scale training or inference applications.

As Intel gears for the launch of Lunar Lake and Arrow Lake processors, the company appears to be preparing a new line of high-performance processors for gaming laptops. Recent developments suggest that the company is adapting its desktop-grade Arrow Lake-S chips for use in ultra-high-performance notebooks. The buzz began when X user @InstLatX64 spotted Intel testing a peculiar motherboard labeled "Arrow Lake Client Platform/ARL-S BGA SODIMM 2DPC." This discovery hints at the possibility of Intel packing up to 24 cores into laptop processors, eight more cores compared to the 16 cores expected in standard Arrow Lake-H mobile chips. By utilizing the full potential of Arrow Lake-S silicon in a mobile form factor, Intel aims to deliver desktop-class performance to high-end notebooks in a BGA laptop CPU.

The leaked chip would likely feature eight high-performance Lion Cove P-cores and 16 energy-efficient Skymont E-cores, along with an integrated Xe2 GPU. This configuration could provide the raw power needed for demanding games and professional applications in a portable package. However, implementing such powerful hardware in laptops presents challenges. The processors are expected to have a TDP of 45 W or 55 W, with actual power consumption potentially exceeding these figures to maintain high clock speeds. Success will depend not only on Intel's chip design but also on the cooling solutions and power delivery systems developed by laptop manufacturers. As of now, specific details about clock speeds and performance metrics remain under wraps. The test chip that surfaced showed a base frequency of 3.0 GHz, notably without AVX-512 support.

Intel, in its Computex 2024 event unveiled its Core Ultra 300 "Lunar Lake" processor, along with a Q3 2024 date for the processors. It now turns out that the processors won't arrive until Fall 2024, specifically September, when the various notebook OEMs will merely announce their products based on the chips, followed by market availability of these notebooks through Holiday 2024, according to a DigiTimes report. The report also says that Intel's Core Ultra "Arrow Lake-S" desktop processors could see an October 2024 announcement and availability for at least the Unlocked K- and KF SKUs, along with compatible Socket LGA1851 motherboards based on the top Intel Z890 chipset.

The DigiTimes report invited a clarification from Intel through Digital Trends. The company in a statement reaffirmed that the chips will be available "starting in Q3 2024, as noted at Computex." This statement aligns with the timeline that the company would commence shipments of "Lunar Lake" processors to OEMs starting in June, followed by product announcements and market availability in the following months.

TSMC has commenced mass-production of chips for Intel on its 3 nm EUV FinFET foundry node, according to a report by Taiwan industry observer DigiTimes. Intel is using the TSMC 3 nm node for the compute tile of its upcoming Core Ultra 300 "Lunar Lake" processor. The company went into depth about "Lunar Lake" in its Computex 2024 presentation. While a disaggregated chiplet-based processor like "Meteor Lake," the new "Lunar Lake" chip sees the CPU cores, iGPU, NPU, and memory controllers sit on a single chiplet called the compute tile, built on the 3 nm node; while the SoC and I/O components are disaggregated the chip's only other chiplet, the SoC tile, which is built on the TSMC 6 nm node.

Intel hasn't gone into the nuts and bolts of "Arrow Lake," besides mentioning that the processor will feature the same "Lion Cove" P-cores and "Skymont" E-cores as "Lunar Lake," albeit arranged in a more familiar ringbus configuration, where the E-core clusters share L3 cache with the P-cores (something that doesn't happen on "Lunar Lake"). "Arrow Lake" also features a iGPU based on the same Xe2 graphics architecture as "Lunar Lake," and will feature an NPU that meets Microsoft Copilot+ AI PC requirements. What remains a mystery about "Arrow Lake" is the way Intel will go about organizing the various chiplets or tiles. Reports from February 2024 mentioned Intel tapping into TSMC 3 nm for just the disaggregated graphics tile of "Arrow Lake," but we now know from "Lunar Lake" that Intel doesn't shy away from letting TSMC fabricate its CPU cores. The first notebooks powered by "Lunar Lake" are expected to hit shelves within Q3-2024, with "Arrow Lake" following on in Q4.