Latest news with #ArrowLake
Business Insider
6 days ago
- Business
- Business Insider
‘Hold Your Horses Ahead of Earnings,' Says Christopher Rolland About Intel Stock
It's well known that Intel (NASDAQ:INTC) has had a tough few years, falling behind in chip manufacturing, losing market share in CPUs, and struggling to keep up in fast-growing areas like AI and data centers. Investors are pinning their hopes on recent leadership changes and efforts to streamline operations. However, the company still faces big challenges in delivering on its plans and staying competitive with strong rivals like Nvidia and AMD. Elevate Your Investing Strategy: Take advantage of TipRanks Premium at 50% off! Unlock powerful investing tools, advanced data, and expert analyst insights to help you invest with confidence. Make smarter investment decisions with TipRanks' Smart Investor Picks, delivered to your inbox every week. That's why all eyes will be on the fallen chip giant next Thursday (July 24), when it reports Q2 earnings, a key moment that could offer clues about whether Intel's turnaround efforts are starting to gain traction. But for those hoping to see early signs of real progress, disappointment may be in store. Assessing Intel's situation, Susquehanna's Christopher Rolland, an analyst ranked amongst the top 2% of Wall Street stock experts, thinks that 'tariff-related PC pull-ins' likely extended into early Q2, before tapering off later in the quarter. Still, there are some incremental positives. Average selling prices (ASPs) seem to be rising modestly quarter-over-quarter, helped by early gains in AI PC adoption. Lunar Lake laptops climbed 1.5% to around 2.2% share, Arrow Lake desktops also rose 1.5% to roughly 2.3%, and Meteor Lake laptops increased 1% to reach 12% share. Even so, demand remains skewed toward older process nodes – Intel 7 still accounts for about 55% of both laptop and desktop shipments. According to Rolland, this points to 'ongoing problem for capacity shortages at older nodes that may limit revenue upside.' Meanwhile, competitive pressures continue to mount, especially in the PC market. Intel is losing ground in the notebook space, where AMD is gaining momentum at OEMs like Dell. Rolland expects Intel's Client Computing Group (CCG) to post a 5% quarter-over-quarter decline, in line with consensus. However, he cautions that demand pull-forward and persistent market share erosion could dampen performance in the second half, potentially leading to a softer-than-usual seasonal outlook. Feedback from the server channel was somewhat more encouraging, but here, too, Intel is feeling the squeeze. AMD is taking share in critical segments, including China, enterprise customers like Dell, and U.S. hyperscalers. While Intel CPUs are still widely used in AI systems such as Nvidia's DGX, Rolland remains cautious about the shift toward Nvidia's Grace architecture and the upcoming GB200 platform. In Foundry, CEO Lip-Bu Tan might be redirecting efforts from the 18A node toward 14A, amid reports that 18A could be dropped for external customers. For Q2, the Foundry guide was lowered due to reduced wafer volume and ongoing 7nm capacity constraints. Rolland expects Q2 gross margins to be roughly in line with the lowered guide (down 270 basis points sequentially) as Lunar Lake and Arrow Lake ramp up, both relying on costly TSMC tiles. Looking ahead, the road to margin recovery remains bumpy. Server-side pressures, soft AI PC adoption, high production costs, and the fact that Panther Lake isn't expected to scale meaningfully until 2026 all pose ongoing challenges. Finally, Rolland continues to hear of layoffs at Intel, which could point to operating expense reductions beyond the $17 billion already targeted for the year – a 'favorable sign.' 'In short,' Rolland summed up, 'we expect Intel to post generally in-line results, but weaker guidance for 3Q/2H as tariff-related PC pull-ins in 1Q begin to fade, GB200/Grace ramps, and AMD continues to win PC/Server share.' Bottom line, ahead of the print, Rolland rates INTC shares a Neutral, while his $22 price target suggests the stock will stay range-bound for the foreseeable future. (To watch Rolland's track record, click here) According to TipRanks database, the INTC fence indeed appears the place to be right now; the stock claims a Hold (i.e., Neutral) consensus view, based on a mix of 26 Holds, 4 Sells and just a single Buy. Going by the $21.60 average price target, the shares will see a downside of ~5% over the coming months. (See INTC stock forecast) To find good ideas for stocks trading at attractive valuations, visit TipRanks' Best Stocks to Buy, a tool that unites all of TipRanks' equity insights.
Yahoo
15-07-2025
- Business
- Yahoo
Intel's new Nova Lake CPU is reportedly being made on TSMC N2 right now, pointing to a hybrid 18A node and late 2026 launch
When you buy through links on our articles, Future and its syndication partners may earn a commission. It hasn't exactly been the best year for Intel. The chip giant has faced major struggles recently with chips flopping and fab partners seemingly nowhere to be found. Even Bill Gates has lamented the current state of the company, but maybe the upcoming Nova Lake-S CPUs, will turn all that around. We've seen a lot of rumours around the Nova Lake launch, and while some make more sense than others one has likely been confirmed. According to SemiAccurate (Via TechPowerUp) the next generation CPUs have been taped out on TSMC's N2 node in fabrication centres in Taiwan. Well, kind of. SemiAccurate is actually pretty slim on the details. "Intel taped out a major product a few weeks ago, a little late but they got there. SemiAccurate took longer than usual to confirm this one but we finally did. "Sorry, no hints this time." reads the website. I guess that is semi-accurate. Assuming this is the Nova Lake chipset, this likely confirms the hybrid nature of the tech, using a mix of both the N2 node as well as Intel's highly anticipated 18A node. It could be Intel has gone with a mix due to a lack of faith in the 18A, or just to maximise manufacturing capabilities with more fallback on the established N2 nodes. The chase of Intel's 18A node is an interesting one. We expected to see these chips launch in PCs but it seems Intel just didn't have the faith to launch them. Of course with these CPUs only being taped out now, these processors could be a fair way off, with at least a few months being the norm from taped to manufacturing, let alone retail availability. We'll likely be waiting at least a year to get our hands on these, but with delays around the 18A chipset maybe it'll be even longer. Hopefully we'll see the 18A powered Nova Lake chips before the end of 2026. In terms of performance, the numbers look good. The CPUs are reportedly delivering up to 25% faster processing with up to 36% more efficiency than before. Intel's new chips are also rumoured to have over double the cores of its previous Arrow Lake's offerings. And though we'll probably be waiting another year for them, a new chip being taped down is always cause for celebration.
The Verge
08-07-2025
- The Verge
Microsoft's Copilot Plus features might arrive on desktop PCs later this year
Microsoft's latest Windows AI features arrived first on new Copilot Plus PCs last year, but they were limited to a special range of laptops. That looks set to change thanks to Intel refreshing its existing Arrow Lake desktop CPUs later this year, that might just deliver Copilot Plus PC features in desktop PC form factors for the first time. Intel's latest Core Ultra desktop CPUs launched in October with an NPU inside, but it wasn't capable enough to hit the 40 TOPS requirement that Microsoft mandates for Copilot Plus features. ZDNet Korea reports that Intel is now preparing an Arrow Lake Refresh that will include higher clock speeds and a more advanced NPU that should be capable of Copilot Plus features. The new NPU design will reportedly move the refreshed Core Ultra 200 lineup to a newer 'NPU 4' design, the same NPU architecture found on Intel's Lunar Lake laptop CPUs that got Copilot Plus AI features in November. This would allow for true desktop PCs with a capable NPU, instead of Copilot Plus only being available on mini PCs and all-in-one PCs that use laptop processors. It sounds like a newer NPU will be the main part of Intel's Arrow Lake Refresh, as it will reportedly not include addition CPU or GPU cores over the existing Core Ultra 200 chips. More space on the chip for NPU features will disappoint gamers who have been waiting for Intel to be more competitive in the desktop CPU space, though. The first Arrow Lake chips ran more efficiently and cooler, but the PC gaming performance was disappointing and often behind Intel's previous Raptor Lake CPUs. Intel admitted that its Arrow Lake launch 'didn't go as planned,' but a series of BIOS updates have done little to change the gaming performance situation. It now looks unlikely that Intel will compete with AMD's Ryzen 9800X3D and 9950X3D chips in gaming performance until its next generation Nova Lake CPUs launch in 2026.
Yahoo
07-07-2025
- Yahoo
Intel May Unveil Refreshed Arrow Lake with Better Performance Before the Year is Out
Although Intel hasn't confirmed reports of an Arrow Lake refresh, rumors have circulated for months that we'd see one in the second half of 2025. Now that we're in July, a little more info on the possible refresh is available for the beleaguered CPU. As Wccftech points out, refreshed Intel CPUs typically get a bump in clock speed. That's the expectation for this refresh, which should provide somewhat better performance. But we doubt that Intel would bother with a refresh just for a faster clock—especially in this climate, where AI is everything and Arrow Lake is sadly lacking. At the moment, the Core Ultra 200S series doesn't quite provide the 13 TOPS needed for CoPilot PCs. Intel apparently plans to solve the AI problem for Arrow Lake by adding the NPU4 from Lunar Lake. As Wccftech notes, that could bring the refreshed CPU's TOPs performance to 48, giving it the AI muscle the chip needs. Nova Lake. Credit: Intel We won't know just how much performance improvement the refreshed CPU provides until the launch, but it sounds as though it will be a minor improvement bump. Gaming improvement, if any, will likely be minimal. That said, it's worth remembering that Intel already gave its Core Ultra 200 CPUs serious attention to gaming performance. When concerns arose shortly after the processor's launch in late 2024, Intel created a list of issues and set out a plan for addressing them. That included a brutal Blue Screen of Death (BSOD) problem that turned out to be an issue with some anti-cheat software, rather than Intel's hardware. Intel packed its fixes into BIOS updates and soon had its Arrow Lake CPUs providing much better gaming benchmark results. Intel quietly kept its attention on improving gaming performance for the CPUs and released a new overclocking profile in April, geared at making Arrow Lake a better processor for gaming and in general. So long as you have an unlocked CPU and Intel XMP-supporting memory modules, you can give your PC a decent performance boost in a matter of minutes. If Intel launches refreshed Arrow Lake CPUs this year, they might not have much time in the spotlight. Nova Lake desktop CPUs are on the way for 2026 with loads of cores, DDR5 8000 memory, and a chance to give Intel a win.
Yahoo
01-07-2025
- Business
- Yahoo
Intel's next-gen Nova Lake CPU rumoured to get up to 52 cores, over double the count of Arrow Lake across all segments
When you buy through links on our articles, Future and its syndication partners may earn a commission. According to a detailed post on X, Intel's next-gen Nova Lake desktop CPU will be getting over double the cores of its existing Arrow Lake chips. The top Core Ultra 9 model allegedly packs a staggering 52 cores. But it's arguably the mid-range Ultra 5 that's most interesting given it boasts more cores in every category than Intel's incumbent top desktop processor. The current Intel Core Ultra 9 285K has eight Performance and 16 Efficient cores. However, according to the X post, there will be a Nova Lake Core Ultra 5 model with eight Performance, 16 Efficient and another four Low Power Efficient cores. Meanwhile, the top Core Ultra 9 model crams in 16 Performance, 32 Efficient and four Low Power Efficient cores for that grand total of 52 cores. Even the very lowest end Nova Lake gets 12 cores, with a 4P, 4E and 4 LP-E split. If true, Nova Lake will be the biggest jump in raw CPU performance from Intel in some time. Intel's desktop chips have topped out at eight Performance cores since the Alder Lake generation launched back in late 2021. That generation also offered eight Efficient cores. But while the Raptor Lake follow-up boosted the E-Core count to 16 a year later, Intel hasn't increased core counts since. Indeed, Intel actually deprecated the total thread count when Arrow Lake arrived in October last year on account of removing support for HyperThreading, which enables Performance cores to support two software threads in parallel when present. Anyway, if these core counts are correct, the multi-threading performance of Nova Lake will be pretty epic. If Nova Lake also brings improved IPC from its Performance cores, thought to be codenamed Coyote Cove, and Efficient cores, codenamed Arctic Wolf, then the overall performance uptick could be spectacular. As for how this compares with AMD's future plans, it isn't totally clear. Various rumours point to anywhere from 12-core to 32-core chiplets in AMD's next-gen CPU plans using the upcoming Zen 6 architecture. The former would probably mean a 24-core top desktop CPU, the latter as many as 64 cores given AMD's top desktop CPU conventionally has two CPU core chiplets. However, the 32-core chiplet is probably based on the Zen 6c architecture with compact cores with the full Zen 6 chiplet topping out at either 12 or 16 cores. That would give total core counts of 24 and 32 respectively. With multithreading, you'd be looking at 48 or 64 threads. If you take a pessimistic view, that's 48 threads from 24 full fat Zen 6 cores versus 52 mixed cores from Intel. Game on. However you slice it, it certainly looks like desktop PCs will benefit from a very meaty upgrade when Nova Lake and Zen 6 arrive. Your next upgrade Best CPU for gaming: The top chips from Intel and gaming motherboard: The right graphics card: Your perfect pixel-pusher SSD for gaming: Get into the game ahead of the rest. As for exactly when that will happen, we'd bank on late 2026 for Nova Lake in terms of a launch date with early 2027 a more realistic target for widespread availability. It's not yet clear what production node Intel will use for Nova Lake, with Intel's own 18A and 14A nodes, along with TSMC N2 all mooted as possibilities by various rumours. AMD's Zen 6, meanwhile, may be based on TSMC's N2 node when it arrives, likely in the second half of 2026. AMD has confirmed that the server variant of Zen 6 will definitely use TSMC's next-gen N2 node, which heavily implies, though doesn't absolutely guarantee, that Zen 6 for PCs will use the same technology. Anywho, the latter half of 2026 is certainly shaping up to be pretty exciting for the PC in terms of new CPUs.
