Discussion Intel Nova Lake in H2-2026: Discussion Threads

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lemans24

Junior Member
Jul 29, 2025
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Here is all what we know about Nova Lake in terms of Improvements
  • IO tile is Intel 3
  • SoC is 18A with 4LPE Arctic Wolf cores and IMC
  • compute is N2(8+16)/18AP depending on SKU
  • GPU is 18AP/Intel 3(not totally sure about this maybe based on XE3/XE3P)
  • Xe3 Display Engines and Xe4 Media engine with professional codec support
  • minimum 70 TOPS Die waste Unit
  • Panther Cove with 4MB Shared L2 for P cores
  • Arctic Wolf E Cores(likely 20% IPC Improvements over Darkmont according to Raichu).
  • AVX 10(aka AVX -512 Support)
  • bumped up core counts for Ultra 5 will beat Ultra 9 285K easily in both ST and MT by a decent margin
  • big Last Level Cache SKU with 144MB L3 cache for a single 8+16 tiles
anything else i miss?
will there be an I/O tile at all ?? thought it would be integrated into Soc since it is 18A
 

OneEng2

Senior member
Sep 19, 2022
730
979
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Their margin pressure is due to TSMC as well plus their Fabs utilization dropping due to wafers at external.
That is certainly part of the margin issue. I believe that Intel has been subsidizing their low margin business with their high margin business for quite some time. Now, they are in a position where they are getting killed in many of their traditional high margin products.

In addition to this, Intel have embarked on a mission to compete head to head with TSMC for the cutting edge node crown........ wow. Good luck to them.

This is a prohibitively expensive venture to try to amortize across a fraction of the unit sales that TSMC has.

It's a near "perfect storm" for Intel.