<p>説 <strong>Intel</strong>（英特爾）即將推出的筆記本 CPU 家族 Panther Lake 是一款重要產品，實在是輕描淡寫。Panther Lake 不僅是英特爾贏回過去幾年因 <strong>AMD</strong> 而失去的市場份額的機會，也是公司在製造領域追趕競爭對手的昂貴展示。</p>
<p>Panther Lake 是首款採用 Intel 18A 工藝的產品，英特爾也試圖將其銷售給第三方代工客户。到目前為止，公司在這方面並沒有太多運氣。Intel 18A 還沒有獲得任何重大外部客户訂單，傳言在夏季流傳，新任首席執行官 Lip-Bu Tan 正考慮將重心轉向下一代 Intel 14A 工藝。</p>
<p>雖然在為尖端芯片尋找客户方面，Intel 18A 可能已經錯過了機會，但該工藝本應具有較長的生命週期，並可能在未來為不需要最新技術的芯片贏得客户。如果 Panther Lake 作為產品成功，將為潛在的代工客户提供一些信心，證明英特爾是一個可行的選擇。</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>圖片來源：Getty Images。</p>
<h2>生產已正式開始</h2>
<p>雖然 Intel 18A 今年早些時候已準備好投入生產，但英特爾的 Panther Lake 芯片現在已正式開始生產。公司預計到年底在亞利桑那州實現大規模生產，以便在一月份廣泛供應。</p>
<p>與英特爾較舊的製造工藝相比，Intel 18A 工藝帶來了兩個重要變化。首先，Intel 18A 採用了新的 RibbonFET 晶體管架構，性能和效率將優於公司使用了十多年的晶體管類型。其次，Intel 18A 工藝是業界首個採用背面供電的工藝，將電源電路移至芯片背面。雖然這一特性使製造過程更加複雜，但在能源效率上帶來了顯著提升。</p>
<p>英特爾的最後兩款筆記本 CPU 家族，Lunar Lake 和 Arrow Lake，針對 PC 市場的不同細分領域。Lunar Lake 專注於能效，具有集成內存和卓越的電池續航，而 Arrow Lake 更注重性能。英特爾聲稱，Intel 18A 工藝將使 Panther Lake 兼具 Lunar Lake 的能效和 Arrow Lake 的性能。</p>
<p>Panther Lake 還將獲得 CPU 核心升級。性能核心和高效核心的性能比英特爾上一代芯片提高了多達 50%。</p>
<p>部分提升來自於 Intel 18A 工藝，部分則來自於架構變化。圖形性能也應提高約 50%，芯片將提供高達 180 萬億次（或萬億）操作每秒（TOPs）的 AI 性能。相比之下，Lunar Lake 的性能為 48 TOPs。</p>
<h2>對英特爾來説必須贏得的局面</h2>
<p>經過多年的平平無奇的產品發佈，英特爾需要在 Panther Lake 上取得成功。Lunar Lake 是一款穩健但小眾的產品，而 Arrow Lake 性能強勁但效率不高。過去十年，AMD 的產品顯著提升，因此競爭非常激烈。Panther Lake 擁有成為英特爾大贏家的所有要素。</p>
<p>成功的 Panther Lake 發佈也可能通過説服潛在客户相信 Intel 18A 工藝是真正的解決方案來幫助代工業務。英特爾在代工業務面臨的最大障礙是信任和信心，而 Panther Lake 可能是英特爾最終贏得重大客户所需的展示。</p>
<p>最近，英特爾股票在與美國政府、<strong>軟銀</strong> 和 <strong>Nvidia</strong> 的投資交易後飆升。然而，要保持這些收益，Intel 18A 工藝和 Panther Lake 都需要交付。</p>

英特爾

<p>英特爾已正式開始生產其 Panther Lake 筆記本電腦 CPU，這些 CPU 採用了新的英特爾 18A 工藝。這標誌着英特爾在爭奪 AMD 市場份額方面邁出了重要一步。Panther Lake 旨在結合 Lunar Lake 的高效能和 Arrow Lake 的高性能，性能和圖形能力提高了 50%。Panther Lake 的成功對英特爾至關重要，不僅關係到其產品陣容，還關係到其鑄造業務的信任建立。預計到年底將實現大規模生產，並將在 1 月份廣泛供應</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>説 <strong>Intel</strong>（英特爾）即將推出的筆記本 CPU 家族 Panther Lake 是一款重要產品，實在是輕描淡寫。Panther Lake 不僅是英特爾贏回過去幾年因 <strong>AMD</strong> 而失去的市場份額的機會，也是公司在製造領域追趕競爭對手的昂貴展示。</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 是首款採用 Intel 18A 工藝的產品，英特爾也試圖將其銷售給第三方代工客户。到目前為止，公司在這方面並沒有太多運氣。Intel 18A 還沒有獲得任何重大外部客户訂單，傳言在夏季流傳，新任首席執行官 Lip-Bu Tan 正考慮將重心轉向下一代 Intel 14A 工藝。</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>雖然在為尖端芯片尋找客户方面，Intel 18A 可能已經錯過了機會，但該工藝本應具有較長的生命週期，並可能在未來為不需要最新技術的芯片贏得客户。如果 Panther Lake 作為產品成功，將為潛在的代工客户提供一些信心，證明英特爾是一個可行的選擇。</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>圖片來源：Getty Images。</p>
</div><h2>Production has officially begun</h2>
<div class="lb-trans"><h2>生產已正式開始</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>雖然 Intel 18A 今年早些時候已準備好投入生產，但英特爾的 Panther Lake 芯片現在已正式開始生產。公司預計到年底在亞利桑那州實現大規模生產，以便在一月份廣泛供應。</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>與英特爾較舊的製造工藝相比，Intel 18A 工藝帶來了兩個重要變化。首先，Intel 18A 採用了新的 RibbonFET 晶體管架構，性能和效率將優於公司使用了十多年的晶體管類型。其次，Intel 18A 工藝是業界首個採用背面供電的工藝，將電源電路移至芯片背面。雖然這一特性使製造過程更加複雜，但在能源效率上帶來了顯著提升。</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>英特爾的最後兩款筆記本 CPU 家族，Lunar Lake 和 Arrow Lake，針對 PC 市場的不同細分領域。Lunar Lake 專注於能效，具有集成內存和卓越的電池續航，而 Arrow Lake 更注重性能。英特爾聲稱，Intel 18A 工藝將使 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 還將獲得 CPU 核心升級。性能核心和高效核心的性能比英特爾上一代芯片提高了多達 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>部分提升來自於 Intel 18A 工藝，部分則來自於架構變化。圖形性能也應提高約 50%，芯片將提供高達 180 萬億次（或萬億）操作每秒（TOPs）的 AI 性能。相比之下，Lunar Lake 的性能為 48 TOPs。</p>
</div><h2>A must-win situation for Intel</h2>
<div class="lb-trans"><h2>對英特爾來説必須贏得的局面</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>經過多年的平平無奇的產品發佈，英特爾需要在 Panther Lake 上取得成功。Lunar Lake 是一款穩健但小眾的產品，而 Arrow Lake 性能強勁但效率不高。過去十年，AMD 的產品顯著提升，因此競爭非常激烈。Panther Lake 擁有成為英特爾大贏家的所有要素。</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 發佈也可能通過説服潛在客户相信 Intel 18A 工藝是真正的解決方案來幫助代工業務。英特爾在代工業務面臨的最大障礙是信任和信心，而 Panther Lake 可能是英特爾最終贏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，英特爾股票在與美國政府、<strong>軟銀</strong> 和 <strong>Nvidia</strong> 的投資交易後飆升。然而，要保持這些收益，Intel 18A 工藝和 Panther Lake 都需要交付。</p>
</div>

Intel's Crucial Panther Lake Chips Start Production

- Intel 的 Panther Lake CPU 是其重要產品，旨在奪回市場份額。  
- 生產已開始，預計年底在亞利桑那州實現大規模生產。  
- 成功推出將增強客户信心，助力 Intel 的代工業務。  

英特爾的關鍵 Panther Lake 芯片開始生產