<p>说 <strong>Intel</strong>（英特尔）即将推出的笔记本 CPU 家族 Panther Lake 是一款重要产品，实在是轻描淡写。Panther Lake 不仅是英特尔赢回过去几年因 <strong>AMD</strong> 而失去的市场份额的机会，也是公司在制造领域追赶竞争对手的昂贵展示。</p>
<p>Panther Lake 是首款采用 Intel 18A 工艺的产品，英特尔也试图将其销售给第三方代工客户。到目前为止，公司在这方面并没有太多运气。Intel 18A 还没有获得任何重大外部客户订单，传言在夏季流传，新任首席执行官 Lip-Bu Tan 正考虑将重心转向下一代 Intel 14A 工艺。</p>
<p>虽然在为尖端芯片寻找客户方面，Intel 18A 可能已经错过了机会，但该工艺本应具有较长的生命周期，并可能在未来为不需要最新技术的芯片赢得客户。如果 Panther Lake 作为产品成功，将为潜在的代工客户提供一些信心，证明英特尔是一个可行的选择。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84Mzc3MTgvc2hvcHBpbmctZm9yLWVsZWN0cm9uaWNzLWxhcHRvcC5qcGcmdz03MDA?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84Mzc3MTgvc2hvcHBpbmctZm9yLWVsZWN0cm9uaWNzLWxhcHRvcC5qcGcmdz03MDA"/></p>
<p>图片来源：Getty Images。</p>
<h2>生产已正式开始</h2>
<p>虽然 Intel 18A 今年早些时候已准备好投入生产，但英特尔的 Panther Lake 芯片现在已正式开始生产。公司预计到年底在亚利桑那州实现大规模生产，以便在一月份广泛供应。</p>
<p>与英特尔较旧的制造工艺相比，Intel 18A 工艺带来了两个重要变化。首先，Intel 18A 采用了新的 RibbonFET 晶体管架构，性能和效率将优于公司使用了十多年的晶体管类型。其次，Intel 18A 工艺是业界首个采用背面供电的工艺，将电源电路移至芯片背面。虽然这一特性使制造过程更加复杂，但在能源效率上带来了显著提升。</p>
<p>英特尔的最后两款笔记本 CPU 家族，Lunar Lake 和 Arrow Lake，针对 PC 市场的不同细分领域。Lunar Lake 专注于能效，具有集成内存和卓越的电池续航，而 Arrow Lake 更注重性能。英特尔声称，Intel 18A 工艺将使 Panther Lake 兼具 Lunar Lake 的能效和 Arrow Lake 的性能。</p>
<p>Panther Lake 还将获得 CPU 核心升级。性能核心和高效核心的性能比英特尔上一代芯片提高了多达 50%。</p>
<p>部分提升来自于 Intel 18A 工艺，部分则来自于架构变化。图形性能也应提高约 50%，芯片将提供高达 180 万亿次（或万亿）操作每秒（TOPs）的 AI 性能。相比之下，Lunar Lake 的性能为 48 TOPs。</p>
<h2>对英特尔来说必须赢得的局面</h2>
<p>经过多年的平平无奇的产品发布，英特尔需要在 Panther Lake 上取得成功。Lunar Lake 是一款稳健但小众的产品，而 Arrow Lake 性能强劲但效率不高。过去十年，AMD 的产品显著提升，因此竞争非常激烈。Panther Lake 拥有成为英特尔大赢家的所有要素。</p>
<p>成功的 Panther Lake 发布也可能通过说服潜在客户相信 Intel 18A 工艺是真正的解决方案来帮助代工业务。英特尔在代工业务面临的最大障碍是信任和信心，而 Panther Lake 可能是英特尔最终赢得重大客户所需的展示。</p>
<p>最近，英特尔股票在与美国政府、<strong>软银</strong> 和 <strong>Nvidia</strong> 的投资交易后飙升。然而，要保持这些收益，Intel 18A 工艺和 Panther Lake 都需要交付。</p>

英特尔

<p>英特尔已正式开始生产其 Panther Lake 笔记本电脑 CPU，这些 CPU 采用了新的英特尔 18A 工艺。这标志着英特尔在争夺 AMD 市场份额方面迈出了重要一步。Panther Lake 旨在结合 Lunar Lake 的高效能和 Arrow Lake 的高性能，性能和图形能力提高了 50%。Panther Lake 的成功对英特尔至关重要，不仅关系到其产品阵容，还关系到其铸造业务的信任建立。预计到年底将实现大规模生产，并将在 1 月份广泛供应</p>

<p>To say that Panther Lake, <strong>Intel</strong>'s (INTC -4.47%) upcoming family of laptop CPUs, is an important product would be a vast understatement. Not only is Panther Lake an opportunity for Intel to win back market share lost to <strong>AMD</strong> over the past few years, but it's also a showcase for the expensive game of catch-up the company has been playing in manufacturing.</p>
<div class="lb-trans"><p>说 <strong>Intel</strong>（英特尔）即将推出的笔记本 CPU 家族 Panther Lake 是一款重要产品，实在是轻描淡写。Panther Lake 不仅是英特尔赢回过去几年因 <strong>AMD</strong> 而失去的市场份额的机会，也是公司在制造领域追赶竞争对手的昂贵展示。</p>
</div><p>Panther Lake is the first product to use the Intel 18A process, which Intel is also attempting to sell to third-party foundry customers. The company hasn't had much luck so far on that front. Intel 18A has yet to land a major external customer order, and rumors circulated over the summer that new Intel Chief Executive Officer (CEO) Lip-Bu Tan was considering refocusing on the next-generation Intel 14A process instead.</p>
<div class="lb-trans"><p>Panther Lake 是首款采用 Intel 18A 工艺的产品，英特尔也试图将其销售给第三方代工客户。到目前为止，公司在这方面并没有太多运气。Intel 18A 还没有获得任何重大外部客户订单，传言在夏季流传，新任首席执行官 Lip-Bu Tan 正考虑将重心转向下一代 Intel 14A 工艺。</p>
</div><p>While the ship may have sailed for landing customers on Intel 18A for cutting-edge chips, the process was meant to have a long life and could potentially win customers down the road for chips that don't require the latest and greatest technology. If Panther Lake succeeds as a product, it would provide some reassurance to potential foundry customers that Intel is a viable option.</p>
<div class="lb-trans"><p>虽然在为尖端芯片寻找客户方面，Intel 18A 可能已经错过了机会，但该工艺本应具有较长的生命周期，并可能在未来为不需要最新技术的芯片赢得客户。如果 Panther Lake 作为产品成功，将为潜在的代工客户提供一些信心，证明英特尔是一个可行的选择。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84Mzc3MTgvc2hvcHBpbmctZm9yLWVsZWN0cm9uaWNzLWxhcHRvcC5qcGcmdz03MDA" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F837718%2Fshopping-for-electronics-laptop.jpg&amp;op=resize&amp;w=700"/></p>
<p>Image source: Getty Images.</p>
<div class="lb-trans"><p>图片来源：Getty Images。</p>
</div><h2>Production has officially begun</h2>
<div class="lb-trans"><h2>生产已正式开始</h2>
</div><p>While Intel 18A was ready for production earlier this year, production of Intel's Panther Lake chips has now officially started. The company expects to reach high-volume production in Arizona by the end of the year in preparation for broad availability in January.</p>
<div class="lb-trans"><p>虽然 Intel 18A 今年早些时候已准备好投入生产，但英特尔的 Panther Lake 芯片现在已正式开始生产。公司预计到年底在亚利桑那州实现大规模生产，以便在一月份广泛供应。</p>
</div><p>The Intel 18A process brings two important changes, compared to Intel's older manufacturing processes. First, Intel 18A uses the new RibbonFET transistor architecture, which will deliver improved performance and efficiency over the style of transistor the company has been using for more than a decade. Second, the Intel 18A process is the first in the industry to use backside power delivery, which moves power circuitry to the backside of the chip. While this feature makes manufacturing more complex, it delivers meaningful gains in energy efficiency.</p>
<div class="lb-trans"><p>与英特尔较旧的制造工艺相比，Intel 18A 工艺带来了两个重要变化。首先，Intel 18A 采用了新的 RibbonFET 晶体管架构，性能和效率将优于公司使用了十多年的晶体管类型。其次，Intel 18A 工艺是业界首个采用背面供电的工艺，将电源电路移至芯片背面。虽然这一特性使制造过程更加复杂，但在能源效率上带来了显著提升。</p>
</div><p>Intel's last two families of laptop CPUs, Lunar Lake and Arrow Lake, were aimed at different segments of the PC market. Lunar Lake was focused on energy efficiency, with integrated memory and incredible battery life, while Arrow Lake was more focused on performance. Intel is claiming that the Intel 18A process will enable Panther Lake to deliver the efficiency of Lunar Lake and the performance of Arrow Lake.</p>
<div class="lb-trans"><p>英特尔的最后两款笔记本 CPU 家族，Lunar Lake 和 Arrow Lake，针对 PC 市场的不同细分领域。Lunar Lake 专注于能效，具有集成内存和卓越的电池续航，而 Arrow Lake 更注重性能。英特尔声称，Intel 18A 工艺将使 Panther Lake 兼具 Lunar Lake 的能效和 Arrow Lake 的性能。</p>
</div><p>Panther Lake is also getting a CPU core upgrade. Both the performance cores and the efficient cores are as much as 50% more performant than Intel's last-generation chips.</p>
<div class="lb-trans"><p>Panther Lake 还将获得 CPU 核心升级。性能核心和高效核心的性能比英特尔上一代芯片提高了多达 50%。</p>
</div><p>Part of that comes from the Intel 18A process, while part comes from architectural changes. Graphics performance should also be about 50% faster, and the chips will provide up to 180 trillions (or tera) operations per second (TOPs) of AI performance. For comparison, Lunar Lake shipped with 48 TOPs.</p>
<div class="lb-trans"><p>部分提升来自于 Intel 18A 工艺，部分则来自于架构变化。图形性能也应提高约 50%，芯片将提供高达 180 万亿次（或万亿）操作每秒（TOPs）的 AI 性能。相比之下，Lunar Lake 的性能为 48 TOPs。</p>
</div><h2>A must-win situation for Intel</h2>
<div class="lb-trans"><h2>对英特尔来说必须赢得的局面</h2>
</div><p>After years of so-so product launches, Intel needs to hit a home run with Panther Lake. Lunar Lake was a solid but niche product, while Arrow Lake was performant but not all that efficient. AMD's products have improved dramatically over the past decade, so the competition is stiff. Panther Lake has all the ingredients to be a big winner for Intel.</p>
<div class="lb-trans"><p>经过多年的平平无奇的产品发布，英特尔需要在 Panther Lake 上取得成功。Lunar Lake 是一款稳健但小众的产品，而 Arrow Lake 性能强劲但效率不高。过去十年，AMD 的产品显著提升，因此竞争非常激烈。Panther Lake 拥有成为英特尔大赢家的所有要素。</p>
</div><p>A successful Panther Lake launch could also help the foundry business by convincing potential customers that the Intel 18A process is the real deal. The big hurdle for Intel in the foundry business is trust and confidence, and Panther Lake could be the showcase Intel needs to finally win a major customer.</p>
<div class="lb-trans"><p>成功的 Panther Lake 发布也可能通过说服潜在客户相信 Intel 18A 工艺是真正的解决方案来帮助代工业务。英特尔在代工业务面临的最大障碍是信任和信心，而 Panther Lake 可能是英特尔最终赢得重大客户所需的展示。</p>
</div><p>Intel stock has soared recently after investment deals with the U.S. government, <strong>Softbank</strong>, and <strong>Nvidia</strong>. However, for those gains to hold, the Intel 18A process and Panther Lake both need to deliver.</p>
<div class="lb-trans"><p>最近，英特尔股票在与美国政府、<strong>软银</strong> 和 <strong>Nvidia</strong> 的投资交易后飙升。然而，要保持这些收益，Intel 18A 工艺和 Panther Lake 都需要交付。</p>
</div>

Intel's Crucial Panther Lake Chips Start Production

- Intel 的 Panther Lake CPU 是其重要产品，旨在夺回市场份额。  
- 生产已开始，预计年底在亚利桑那州实现大规模生产。  
- 成功推出将增强客户信心，助力 Intel 的代工业务。  

英特尔的关键 Panther Lake 芯片开始生产