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Intel Panther Lake Teardown

A teardown of Intel's Panther Lake Core Ultra 7 365 by SemiAnalysis reveals details about Intel's 18A node, showing its density is comparable to TSMC's N3E. The 18A node features rear-side power delivery and gate-all-around transistors. This development is crucial for Intel's foundry business.

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  • ✓ Intel's 18A node density is comparable to TSMC's N3E.
  • ✓ Intel 18A features rear-side power delivery and gate-all-around transistors.
🛡️ Source Corroboration: 8 independent reporting domains (85% confidence) ⏱ Read time: ~2 min

What changed

The SemiAnalysis teardown of Panther Lake has provided a detailed look at Intel's 18A node in a shipping chip.

Live updates

  1. Intel 18A Node in Panther Lake Teardown Revealed

    A teardown of Intel's Panther Lake Core Ultra 7 365 by SemiAnalysis reveals details about Intel's 18A node, showing its density is comparable to TSMC's N3E. The 18A node features rear-side power delivery and gate-all-around transistors. This development is crucial for Intel's foundry business.

    Why it matters

    The teardown provides insight into Intel's manufacturing capabilities and its competitiveness with TSMC. Intel's 18A node is a significant advancement, but questions remain about its performance compared to TSMC's newer nodes. The success of 18A is vital for Intel's foundry business.

    What is confirmed

    • Intel's 18A node density is comparable to TSMC's N3E.
    • Intel 18A features rear-side power delivery and gate-all-around transistors.

    Still unconfirmed

    • TSMC still leads in density with newer nodes.

    What to watch next

    • Intel's 18A production ramp and its impact on the foundry business
    • Comparison of Intel 18A with TSMC's newer nodes
    • Intel's future product releases utilizing the 18A node
    Sources used for this update (10)
    1. SemiAnalysis — Intel Panther Lake Teardown
    2. shattered.io — Intel Panther Lake Laptops Hit OLED, CPUs Rise 10% [2026]
    3. HotHardware — High-Res Die Shots Unpack Intel Panther Lake's 18A Tiles In Stunning Detail
    4. Notebookcheck — Panther Lake teardown reveals Intel 18A in detail — TSMC still leads in density
    5. gall.dcinside.com — 인텔 파운드리 TSMC에 근접 - 미국 주식 마이너 갤러리
    6. gall.dcinside.com — SemiAnalysis) 인텔의 18A는 N3E에 근접한 성능을 보입니다 - SFF 마이너 갤러리
    7. usstock.today — 인텔 팬서 레이크 분석: 18A 공정 기술 도입
    8. newsletter.semianalysis.com — Intel Panther Lake Teardown, 18A, BSPD, GAAFET, SemiAnalysis STEEL
    9. www.techpowerup.com — Panther Lake Teardown Shows Intel 18A Near TSMC N3E, Newer TSMC Nodes Still Ahead
    10. www.techpowerup.com — Panther Lake Teardown Shows Intel 18A Near TSMC N3E, Newer ...
    confidence 85%
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