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Intel has invested in the recovery of its Panther Lake AI chips, raising billions of dollars in funding from its foundries.

In short

  • Intel’s new Core Ultra 3 will launch in 2025 with RibbonFET and PowerVia technologies for better efficiency and density.
  • Losses from the Company’s Foundry segment reached $3.2 billion in the second quarter, as AMD accounted for 32% of desktop CPUs and about 40% of revenue.
  • AMD’s OpenAI GPU deal, Apple Silicon and Qualcomm’s PC chips tighten the noose.

Intel released. panda lake It showed off its processor architecture Thursday at its Arizona campus, staking the company’s future on the chip its CEO chooses. rib butane It is important to regain lost ground in the AI-based PC market.

The Core Ultra Series 3 processors, codenamed Panther Lake, are Intel’s first client products. 18A manufacturing process. Intel says the chips will begin shipping from Fab 52 in Chandler, Arizona, in late 2025, with widespread availability starting in January 2026.

This is a big geopolitical move that Intel is attempting.

“The United States has always been home to Intel’s most advanced R&D, product design, and manufacturing, and we are proud to build on this legacy as we expand our domestic operations and bring new innovations to the market,” Lip-Bu Tan said in a statement.

The announcement comes as Intel’s foundry division continues to experience cash outflows. In the second quarter of 2025, Intel’s foundry business had revenue of $4.4 billion and an operating loss of $3.2 billion. Summary figures From the company’s guaranteed profits.

Intel’s move 2025 Q2 Results Demonstrates extensive restructuring and cost controls associated with the turnaround.

Last month, the White House strategic agreement The government joined Intel in purchasing 433.3 million shares, acquiring a 9.9% stake in the company and investing a total of $11.1 billion to provide Intel with enough cash to invest in new technologies and maintain operations.

Competition is fierce. Apple’s latest Apple Silicon laptops regularly post strong multi-threaded and single-core results compared to the previous-generation Intel i9. In public benchmarks.

Meanwhile, AMD serious intrusion On a desktop CPU. As of the second quarter of 2025, AMD had a 32.2% desktop CPU unit share and 39.3% revenue share, narrowing Intel’s dominance to about 2:1 from the previous year’s estimate of 9:1.

AMD doesn’t just compete in PCs. It’s also forming Large-scale AI partnershipsA multi-year 6GW GPU supply deal with OpenAI was confirmed this week.

Meanwhile, Qualcomm’s PC push is focused on efficiency, with early reviews and databases highlighting strong performance per watt. Snapdragon.

On the technology side, Intel’s 18A process features gate-all-around (RibbonFET) transistors and a PowerVia rear power supply.

Intel claims up to 15% better performance per watt and 30% higher chip density compared to the Intel 3 node, making these chips a sub-2nm alternative for high-end client and data center silicon.

This means that these new chips use highly advanced technologies and are designed to be efficient for AI tasks.

The company needs Panther Lake to land. with rib butane Acknowledging that there is no “quick fix” to Intel’s situation and that analysts are openly debating structural options, Intel’s next-generation client platform is essentially a bet that could save or break the once-dominant U.S. chipmaker.

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