Recent content by JayNor

  1. J

    News Intel's Nova Lake mobile specs leaks out, top end HX variant to feature 28 CPU cores and 4 Xe cores — Entire lineup is reportedly limited to a sing...

    If Nova Lake will have the APX and AVX10.2 extensions that are coming also with Diamond Rapids, then it is a big change from Panther Lake. I didn't see Nova Lake mentioned explicitly in the instruction set extension docs, so can't confirm.
  2. J

    News Intel LGA9324 leak reveals colossal CPU socket with 9,324 pins for up to 700W Diamond Rapids Xeons

    I believe APX and AVX10.2 features are still coming in Diamond Rapids.
  3. J

    News Intel prepping Arrow Lake Refresh with minor clock speed bump and new Copilot+ AI-compliant NPU lifted from Core Ultra 200V — reportedly launches i...

    I suppose this also means we should expect an Arrow Lake-HX refresh for laptops. Makes sense if the Nova Lake laptop updates are on an end of 2026 schedule.
  4. J

    News Intel might axe the 18A process node for foundry customers, essentially leaving TSMC with no rival — Intel reportedly to focus on 14A

    read Intel's last two earnings call transcripts. CWF has already booted on 18a. It is scheduled for 1H of 2026. Intel will build more wafers of Nova Lake in their own foundries than for Panther Lake, according to MJH. Intel planned to have fab 62 ready to run 18a for this year, but...
  5. J

    News Intel redefines AI strategy — Jaguar Shores to be rack-level design with focus on silicon photonics

    The SYCL Joint Matrix Extension appears to offer new life for SYCL/OneAPI, and Intel's Battlemage GPUs will be supported. Info is from the IXPUG presentations, a month ago. They say the same code will run on CUDA, AMD, Intel GPUs and Intel AMX matrix operations on Xeon.
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    News Intel draws a line in the sand to boost gross margins - new products must deliver 50% to get the green light

    I think they'll get their 50% just from consumers moving up to Xeon workstations. The consumer products are a bit underpowered for the AI applications that appear to be in the early stages of a boom.
  7. J

    News TSMC's N2 process reportedly lands orders from Intel — Nova Lake is the likely application

    The June vlsi highlights pre-release show 18a with a 25% performance improvement vs Intel-3. The decisions of Intel 18a vs TSM processing were likely made a couple of years ago. Looks like new automotive chips are using 18a, so capacity is going to be an issue for a while. Also, assuming...
  8. J

    News Intel's next-gen Nova Lake CPUs will seemingly use a new LGA1954 socket

    "...no one would buy anything for years and years ." We're not in a normal upgrade cycle. Better and better AI apps are appearing almost weekly. The new toys will probably require a workstation board and a couple of AI processing cards to take it off-line.
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    News Intel details next-gen 18A fab tech: significantly more performance, lower power, higher density

    well, if 80% of the die from a wafer are good, I'm guessing Intel products will start moving to their own fabs. They have already said that their yields are appropriate at this stage in the development ... or, at least PG said that. MJH has given it her vote of approval by scheduling the...
  10. J

    News Intel's next-gen Nova Lake CPUs will seemingly use a new LGA1954 socket

    It looks to me like desktop updates will require new motherboards in the next few years, anyway, because of the rapidly expanding memory requirements for running AI models. The MBs also probably need to be re-designed to space pcie slots at 2.5x the current spacing, since the current AI...
  11. J

    News Intel's technology development chief Ann Kelleher to retire, sparking leadership overhaul ahead of 18A production start

    I wonder how hard her organization was hit by the cutbacks after they had delivered on their 5n4y targets.
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    News Intel will keep using TSMC's services even when 18A is ramped up: 'It is a good supplier

    Intel will have the two 18a fabs available for the first time in 2024, or perhaps only one of them. They have Intel-4 and Intel-3 up and running, and their Foveros 3d, and have big construction projects in Ohio under way. This was all planned. Looks like they have a leading technology...
  13. J

    News Intel delays key Xeon data center processor amid massive losses — Clearwater Forest pushed back to 1H 2026

    Clearwater Forest will have SRAM on the base tile according to Intel's paper. According to Intel, the Sierra Forest sales haven't been what they expected. The 288 core Sierra Forest is in production now, according to the most recent news. A 288 core Panther Lake Xeon chip was somewhere on...
  14. J

    News Intel principal engineer bemoans potential TSMC takeover, touts company's 18A tech advantage

    Intel funded much of the research by ASML on EUV. They also had their own internal research on EUV from as early as 2004, according to this article. https://phys.org/news/2004-08-significant-intel-euv-lithography.html I recall Intel was evaluating ASML EUV tools at the same time as others...