Intel's next-generation Panther Lake (via SeekingAlpha) processors will contain 70% in-house silicon, positively affecting the company's margins. However, with Nova Lake CPUs due in 2026, even more silicon will be made internally, which means this one will bring in even more profits for Intel. But there is a slight catch.
"In Panther Lake, some tiles would be external, but the majority of the millimeter square in the package are back internal," said Pat Gelsinger, chief executive of Intel, at the earnings conference call with analysts and investors. "It is more 70% plus of the silicon area is back in-house. So, the majority of Panther Lake wafer capacity by a good margin is coming back inside for Intel."
