US EditionNova Lake-S CPUs Will Be Fabbed on Intel's 18A Process; Team Blue to Focus on High-End SKUs
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Nova Lake-S CPUs will be Fabbed on Intel's 18A Process; Team Blue to Focus on High-end SKUs
Intel plans to reduce its reliance on external foundries (TSMC) in 2026, with both Panther and Nova Lake set to be fabbed on the in-house 18A process. Speaking to analysts at the “Barclays 23rd Annual Global Technology Conference,” John Pitzer (CVP, Intel) reiterated that the chipmaker intends to bring more and more wafers back to the internal foundry. Panther Lake is only a notebook part. As we move to Nova Lake, Nova Lake will cover the full …
Intel begins to draw a clearer plan for 2026 after last night’s Barclays Global Tech Conference. The company recognizes, among other things, that the demand for advanced nodes exceeds its immediate capacity and that its bet goes on strengthening Intel 18A, increasing internal production, redefining Nova Lake and focusing its AI business on business platforms and private infrastructure. It’s not a sharp twist, it’s true, but it’s a readjustment t…
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