Intels next -generation Panther Lake processor will contain 70% of homemade silicon wafers, which will have a positive impact on the companys profit margin.However, because the Nova Lake CPU will be launched in 2026, there will be more silicon wafers produced by themselves, which means that this processor will bring more profits to Intel.
Intel CEO Pat Gelsinger at the financial report conference call held with analysts and investorsSaid: "In the Panther Lake, some modules will be external OEM, but most of the millimeter squares in the package return to its own manufacturing. The number is about 70%.Back to Intels internal.Made in TSMC, and then Intel uses its FOVEROS 3D packaging technology for assembly and packaging.This seriously affects the profit margin, because TSMC has to earn profit margins, and Intel must maintain its competitiveness with AMD and other competitors in terms of pricing, so it is impossible to pass the interest rate of TSMC to customers;
Lunar Lake to Another factor in profit is to encapsulate memory at the same time because it needs to procure and process and make the packaging cost higher.As Intels more design is completed internally, the companys profit margin will be improved.
For Panther Lake, Intel will use its 18A process technology to create the main computing chip of CPU, and Nova Lake Sku will be produced in TSMC.
Geolzerzer said: "For Nova Lake, we will definitely have some SKUs. We are considering continuing to use external resources, but most of NOVA LAKE and more additional additional additionsThe chip will also return to the company.Chip.Therefore, Intels profit margins on some SKUs will be higher, and on other SKUs, Intels profit margin will be lower.
The head of Intel said: "We still have certain flexibility in Nova Lake products, but most of them are committed to Intel products or Intel foundries.Overall, we will definitely implement the strategy of we formulated to bring the wafers home.With a lot of benefits, Intel may choose this technology in the future to produce this product.Therefore, in the future, we will continue to see Intel products produced by TSMC."TSMC has always been a good partner. Obviously, Lunar Lake shows the strength of the cooperation between the two sides. We will select this cooperative relationship in the future."
