Intel Says All Products Are On or Ahead of Schedule: Arrow Lake Running In Fabs, Client-Segment Recovers

wccftech.com:

Intel stated during its recent earnings call that all products and programs are on or ahead of schedule with Arrow Lake already running in Fabs.

Intel's Q2 2023 earnings saw the company return to profitability after several quarters in the red. The good news came thanks to major restructuring and the PC market stabilizing once again. The company stated that the client business which covers the general PC consumers did better than expected and the company was once again able to gain market share in Q2 while retaining CPU inventories to a healthy level.

I am pleased to report that all our programs are on or ahead of schedule. We remain on track for 5 nodes in 5 years and to regain transistor performance and power performance leadership by 2025.

Intel 7 is done and with the second-half launch of Meteor Lake, Intel 4, our first EUV node is essentially complete with production ramping. For the remaining three nodes, I would highlight Intel 3 met defect density and performance milestones in Q2, we reached PVK 1.1 and is on track for overall yields and performance targets. We will launch Sierra Forest in first half of 24 with Granite Rapids following shortly thereafter, our lead vehicles for Intel 3.

On Intel 20A, our first process node using both RibbonFET and PowerVia, Arrow Lake, our volume client product is currently running its first stepping in the fab. In Q2, we announced that we will be the first to implement back-side power delivery silicon 2+ years ahead of the industry enabling power savings, area efficiency, and performance gains for increased compute demand, ideal for use cases like AI, CPUs, and graphics. In addition, backside power improves ease of design, a major benefit not only for our own product but more so even