Intel has revealed the progress of its chip and process technologies such as Meteor Lake, Lunar Lake, Panther Lake & Clearwater Forest.
During its Q2 earnings call, Intel's CEO, Pat Gelisinger, made comments on the company's chip and process technologies. The earnings themselves are well, not the best as we reported here, but still, there is a glimmer of light in all the darkness that Intel is engulfed in right now.
Starting with Intel client-side updates, it looks like Intel's first-gen Core Ultra CPUs, codenamed Meteor Lake, encountered yield/throughput issues, as cited by Patrick Moorehead. Meteor Lake CPUs were the first mass-production run of the Intel 4 process node and the company switched them over to hot lots which is essentially moving them to the top of the priority lot.
Although the company did report that it managed to ship over 15 million units of Meteor Lake so far in its Q2 earnings report and that it is on track for 40 million units by the end of the year, OEMs would've liked as many Meteor Lake chips as they could've gotten their hands on and it looks like Intel might have missed an opportunity here. The company is on track for 100 million "AI PC" unit shipments by 2025 and it is currently aiming to rectify some of the gross margin losses it had to deal with the early stages of Intel 4.
The follow-up to Meteor Lake is the 2nd Generation Core Ultra product called Lunar Lake and Intel is stating that it achieved production release ahead of schedule in July (last month) & will be ready to power more than 80 Copilot+ PCs across more than 20 OEMs (qualified by Microsoft) which ship this quarter. Intel recently confirmed that Lunar Lake CPUs will be launching on 3rd September so we are about a month away from the
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