Intel accused of misleading claims in Q3 Earnings Report as Panther Lake and Nova Lake LLC could release in Q4 2024 and H1 2025

[Redaktion]

Serial leaker Moore's Law Is Dead is at it again with a new set of leaks regarding the release date information of Intel Arrow Lake, Panther Lake, and Nova Lake LLC (Last Level Cache) CPUs. The leaker alleges that Team Blue's given release timeline for Intel 18A is misleading and we won't see any Panther Lake chips until late 2025.

https://www.notebookcheck.net/Intel-accused-of-misleading-claims-in-Q3-Earnings-Report-as-Panther-Lake-and-Nova-Lake-LLC-could-release-in-Q4-2024-and-H1-2025.766412.0.html

[tipoo]

It's MLID. This is not worth a story anywhere reputable like here.

[Bcannon]

I am a moderator for the Moore's Law is Dead Discord. I wanted to thank for for directly sourcing Tom. It's been frustrating to help Tom with videos, just for him to be ignored when talking about said videos.

[Putney]

It's MLID. This is not worth a story anywhere reputable like here.

His AMD bias is making it difficult to watch, even for pure entertainment purposes. It's funny how he paints AMD as a savior of all things, while Intel is a lost cause all the while owning/running an RTX 4090.

Been watching him for awhile now. Apart from the mega APU leak, he's gotten almost nothing right. (And even that he was wrong about - Strix Halo/Sarlak being moved to 2025, Strix Point being moved to Q3 2024 apparently now?) Wasn't he saying not too long ago how Zen 5 mobile APU's might possibly be coming as early as Q1 2024? Seems more like Q4 2024 paper launch at this rate and actual mainstream availability sometime 2025. I've actually given up on anything like Sarlak ever happening until 2026-2027, with real mainstream availability.

I kind of knew going into it that he wasn't exactly the most reputable source based on what others said at the time but people can change and improve right? No, it's still a gigantic waste of time watching any of his content. RGT is even worse. Spends spends 10-20 min waffling and rehashing the same info of basically a 1 line tweet of info. The only thing he actually ever got right was the Xbox Series S|X SoC leak, after that everything has been stuff leaked / rumored by others, almost always incorrect.

If anyone is looking for actual tech analysis, ChipandCheese is where it's at.

[Kazeshima]

Is it "misleading" or is it just MILD himself being ignorant because he doesn't know the difference between "manufacturing readiness" and "high volume manufacturing" and then a "product release"?

E.g. TSMC N3B Fab claimed "volume production" in December 2022, which may be considered as the HVM stage. And the first actual product available, that is Apple A17 bionic, has to wait until 9 months later to come.

Intel 4 officially claimed manufacturing readiness in December 2022 too(check the Ireland Fab news) and it is the stage before the HVM stage. We had to wait for another year until December 2023 to see any actual meteor lake products.

So for Intel 18A, which will be manufacturing ready in 2024H2, is it normal to assume that Pather Lake will only come out in 2025H2? It is completely normal. Meanwhile considering the whole product line updates, if arrow lake is set to launch in 2024H2, there is no reason to replace within it's 1 year life time. This is not rocket lake, which is a temporary filler for the significantly delayed Intel 7 and Alder Lake generation. Rocket Lake is supposed to be a failed product and thus only had a few months life time. Arrow Lake is NOT.

If MLID doesn't understand anything about how Fabs and semiconductor industry work he can just shut the fxxk up