Intel's results for the second quarter as well as its outlook for the third quarter were, to put it mildly, nothing to write home about. During an earnings call with financial analysts and investors, the company took some time to talk about its roadmap and the financial implications for future results. It appears that Lunar Lake and Arrow Lake CPUs are on track, whereas next-generation Panther Lake and Clearwater Forest processors have powered on.
While Intel's Core Ultra Series 2 'Lunar Lake' processors, due to be announced on September 3 and shipped in volume in Q3 are expected to offer very competitive performance at a very low power, these CPUs are targeted primarily at thin and light notebooks. Furthermore, Intel confirmed that these parts are almost entirely outsourced, so their costs will be fairly high.
