Overview

• Intel plans to release technical details on Panther Lake on Thursday, following analyst briefings and Arizona fab tours reported by Reuters.
• Sources told Reuters the chips use 30% less energy than the prior generation and can deliver roughly 50% higher compute in some scenarios.
• Unconfirmed leaks compiled by Tom's Hardware, PC Gamer and others indicate a new Core Ultra X tier for top mobile SKUs with 12 Xe3 iGPU cores and a 4P+8E+4LP CPU layout.
• A Chiphell post lists a 12-SKU lineup including Core Ultra 9 X388H and Core Ultra 7 X368H, plus a Core Ultra 5 X338H with 10 Xe3 cores, while non‑X and U models reportedly carry four Xe3 cores.
• Intel is pushing toward mass production later in 2025 with devices expected in early 2026, as earlier Reuters reporting noted 18A yields improving to about 10% over the summer.