Should be easy enough for them to scale things up with chiplets and make something like Strix Halo or Apple M4 Max/etc. I also want to see them take on AMD's 3D V-Cache, both in desktop and in APUs.
I kind of hope Intel goes another direction. What I wanted from Strix Halo was a mobile CPU that can game without a discrete GPU. (So 8 cores/16 threads and 40 CUs.) What we got was a 16-core CPU with 40 CUs. It's neat but too expensive for a simple portable gaming laptop.
You can point to pretty much any AMD APU and complain about it having more than enough CPU performance, but not enough GPU performance. Renoir, Cezanne, Rembrandt, Phoenix, Strix Point were all designed with an expectation that it can be paired with dGPUs, but even the Halo hits 4060 mobile performance while giving you 16 CPU cores. Though the 8-core, 32 CU model should be getting most of the GPU performance (>80%?) while slashing the cores in half.
Maybe the only product you can point to that bucks the trend is the custom APU in the Steam Deck, quad-core Zen 2 with 8 CUs RDNA2. So it will be very interesting to see what chip makes it into the Steam Deck 2.
In theory PTL should be pretty good for gaming since it should have at least one SKU with 12 Xe3 cores. Though this is still going to be a situation relying on upscaling for higher graphics settings. Personally I just hope that it scales well at lower wattage for handheld as LNL is the best 15W performer now and it uses 8 Xe2 cores.
Hopefully the new 18A node is enough to keep it on par with Lunar Lake power efficiency, even as it drops on-package memory and uses larger dies with more cores.
They also have a really weird 6C/12T, 16CU config with the Max 380. Presumably, it's still better than the 370HX.
It has to be a nothingburger SKU that some OEM asked for. There's no good reason to disable 40 CUs down to 16 CUs, which is what must be happening with that. But if someone pays for it, AMD would make it, and it takes care of the most garbage yields.
The next iteration Medusa Halo? is rumored to be 48CU and 384-bit mem bus.
LPDDR6 was just announced. I think it boosts bits per channel in a way that makes that 384-bit bus reachable with the same number of chips.