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During the Goldman Sachs Communacopia + Technology Conference, Intel’s VP of Corporate Relations, John Pitzer, revealed details about upcoming CPU launches. Key points include:
– **Arrow Lake Refresh**: Intel will release a refreshed version of Arrow Lake “Core Ultra Series 2” CPUs in early 2026 to address high-performance desktop gaps. These CPUs are expected to be compatible with existing LGA 1851 socket platforms.
– **Nova Lake Launch**: Nova Lake CPUs, labeled as the “Core Ultra Series 4,” will compete against AMD’s Zen 6 family. They will feature up to 52 cores and be compatible with newer LGA 1954 socket platforms, arriving in 2026 with more SKUs in 2027.
– **Process Technologies**: Intel confirmed that the 18A process technology, initially focused on internal products like Panther Lake, will transition to external customers starting with Nova Lake. The company plans dedicated wafers for both desktop and notebook segments using the 18A node.
– **Panther Lake**: Panther Lake “Core Ultra Series 3” CPUs are set for release by year-end, supporting multiple SKUs in 2026.
Intel believes they have a strong product portfolio but need to fill some holes, particularly on the desktop side. They expect Arrow Lake refreshes and Nova Lake launches will strengthen their position in the market.
Intel also discussed competition in the PC space, noting that while they are doing well with laptops like Lunar Lake, the desktop segment needs improvement. Nova Lake is expected to address this performance gap.
For further details about process technologies and product strategies, Intel’s roadmap indicates significant changes for both internal and external customers starting in 2026.
