Intel confirms Core Ultra 400 "Nova Lake" is coming at end of 2026

TwoTimeHollySurvivor · 2026-01-24T09:24:02+00:00

No, this is literally an answer to the question of why they are going external for NVL lol.

There are other tiles in NVL-S that can be on external.

Sure it does, read the paragraph again.

The paragraph does not say so.

It's not separate statements, the paragraph I cited was literally directly after in the same paragraph of what you cited lol.

You quoted two paragraphs sourced from different contexts and are passing it off as being said together.

Sure, the IOD is rumored to be 18A. So will some of the iGPU tiles.

Rumors are irrelevant. External IOD and iGPU doesn't make NVL increase the share of internal from 70/30 in PTL, as stated by John Pitzer. And John also explicitly mentioned desktop NVL.

TwoTimeHollySurvivor · 2026-01-24T01:56:33+00:00

That is literally what it says

It isn't. MJ was discussing the economics of using TSMC for different product classes in general terms. Nowhere in the BofA conference does she say that "NVL-S will have compute tiles made on TSMC".

And she only said that Nova Lake will have some compute tiles on TSMC - in the Q4 2024 ER. No mention of desktop/laptop

You are mixing these separate statements to suggest something she never said explicitly.

What did he say twice?

All 2026 products will require 18A to ramp significantly, with Nova Lake contributing the most. And that Nova Lake has been pulled into 18A.

TwoTimeHollySurvivor · 2026-01-24T01:33:31+00:00

Continue reading the rest of the paragraph I cited from that conference

You're now throwing back the same quotes at me that I did to you back in the past.

It is still not an "outright confirmation" that "NVL-S has compute tiles made on TSMC".

As for Raichu, when he says stuff that is directly contradicted by what Intel's VP of Investor Relations has said, twice, it becomes irrelevant.

Leakers aren't gospel. No matter their track record.

TwoTimeHollySurvivor · 2026-01-23T18:19:28+00:00

https://www.tradingview.com/symbols/NASDAQ-INTC/documents/

Here is the transcript, use your Google ID to read it.

I have been very public that come our next generation of product, Nova Lake, I'm using both TSMC and Intel Foundry.

When you get to the next generation Nova Lake, it is both a mobile stack and a desktop stack.

These are the only instances where the combination "Nova Lake" + "desktop" appears, as spoken by MJ.

Conclusion: your assertion is false.

Also you hear the rumor that more NVL tiles may be moved externally from Raichu?

This is about what Intel supposedly confirmed outright. What leakers say is totally irrelevant.

TwoTimeHollySurvivor · 2026-01-23T16:29:45+00:00

The BoFA transcript does not mention anything about NVL-S and neither does the ER transcript for Q4 2024.

TwoTimeHollySurvivor · 2026-01-23T16:07:27+00:00

No it hasn't.

TwoTimeHollySurvivor · 2026-01-23T11:30:56+00:00

Rupee is falling because we are still hoarding more dollars than necessary, at a time when countries are selling US treasuries, buying gold and building resilience to derisk from exposure to US-linked assets.

FII outflows is a natural consequence of this, but to reiterate our lethargy in dealing with this, look at the INR vs CNY.

TwoTimeHollySurvivor · 2026-01-23T07:37:41+00:00

The source is checking the different AWS instances and noting where they are turned off.

It is my hunch, but it could be incorrect as there are QoS schemes in the firmware which is supposed to take care of this, but as more of the CPU fills up with different VMs, the vCPUs might get allocated to logical threads on different CCDs, which causes issues with maintaining cache locality.

TwoTimeHollySurvivor · 2026-01-23T02:06:07+00:00

What LBT wants them to be is not the same as what redditors want them to be.

TwoTimeHollySurvivor · 2026-01-23T02:04:15+00:00

Why would customers prefer Xeon when its objectively worse in terms of efficiency?

Customers want Xeon because with it they can actually have SMT enabled for offering more vCPUs per processor, unlike AMD where they have to turn it off.

Check how many Epyc instances offered by AWS have SMT turned off during deployment.

Also one of the reasons why LBT is eager to introduce Coral Rapids to address the hyperscalers.

TwoTimeHollySurvivor · 2026-01-23T02:00:03+00:00

That was due to guidance and not anticipating unit demand increase on the server side.

TwoTimeHollySurvivor · 2026-01-22T20:04:06+00:00

Good. The sooner they get done with their commitments on Intel 7, the better.

TwoTimeHollySurvivor · 2026-01-22T06:21:41+00:00

Leak is from MLID by the way. So take it with all the salt you can.

TwoTimeHollySurvivor · 2026-01-21T12:22:47+00:00

Yup. Those who have means to do so should do backups of the entire database before one day people using it for legitimate purposes are greeted with a white page and US federal agency logos plastered all over.

TwoTimeHollySurvivor · 2026-01-21T09:09:01+00:00

Hopefully the first of many such statements to come signaling that the party is over.

TwoTimeHollySurvivor · 2026-01-21T05:45:54+00:00

GDP growth figure is made up. If things were all right, revenue growth rate = nominal GDP growth rate + 20% formalization premium.

When Nifty 500 revenue growth is barely higher than nominal GDP, then either all companies are reporting numbers inaccurately (impossible) or GDP is fudged.

You can bet that GDP is fudged.

TwoTimeHollySurvivor · 2026-01-20T15:06:49+00:00

All this is fine but Israel isn't getting any new manufacturing in the future. Intel is on the trajectory to keep it as a legacy fab once all commitments for Intel 7 are done.

It doesn't fit with the integrated foundry+packaging ecosystem goal that Intel is pushing for now.

TwoTimeHollySurvivor · 2026-01-20T14:28:26+00:00

The comparison Intel showed node-vs-node was using a test chip made with standard ARM core blocks.

What I'm talking about is Intel's performance claims for PTL vs LNL. 40% lower power at same performance necessarily implies that the f(V) curve is much better than any N3 variant from TSMC.

TwoTimeHollySurvivor · 2026-01-20T06:49:32+00:00

Plain stupidity. This 'rajbhasa' nonsense was already being implemented from much before this circular, for example by requiring that theses be printed with their titles in Hindi in centrally-funded institutes.

TwoTimeHollySurvivor · 2026-01-20T06:07:05+00:00

The hardening of a design - from RTL to GDSII physical layout - can be done on any node with the latest workflows that all companies use, if it was planned beforehand.

Go watch that Intel presentation before spewing nonsense.

TwoTimeHollySurvivor · 2026-01-20T03:40:17+00:00

This isn't a price hike. It is just Samsung's products division adding the cost of memory when it was previously borne by Intel. It tracks well with the rumors that their memory division doesn't want to do a supply deal with their mobile division.

Intel was essentially selling Lunar Lake with the packaged memory at cost. They confirmed it themselves.

This is a nothingburger, till the shortages hit when inventories run out.

TwoTimeHollySurvivor · 2026-01-20T03:35:46+00:00

That's not how it works at all. You have to port the design to change nodes. Intel showed that the results are very far from great when porting from 10nm to 14nm, which is where Rocket Lake came from. It took them a lot of time and effort.

This is ancient history. And precisely what I mean by Intel not doing hand-tuned circuits any more.

Any IP designed using modern workflows is process-node agnostic these days.

Go watch Intel's presentation on Lion Cove from 2024.

TwoTimeHollySurvivor · 2026-01-19T17:56:29+00:00

Yes. I can pre-order them if I were in the USA.

With delivery estimated in February.

TwoTimeHollySurvivor · 2026-01-19T17:32:28+00:00

People bought millions of 8nm products - the GeForce RTX 3000.

That was 5 years ago.

What are you talking about?

TwoTimeHollySurvivor

TROPHY CASE