A key highlight of Intel’s recent product showcases is the foundational work established by former CEO Pat Gelsinger, particularly concerning the Panther Lake architecture and the groundbreaking 18A manufacturing process.
Intel’s Latest Developments Showcase Gelsinger’s Vision for Semiconductor Leadership
Recently, Intel shared optimistic news about its future, especially regarding its foundry division. The focus was primarily on Panther Lake, the company’s initial product built on the 18A technology, as well as updates on Clearwater Forest Xeon processors and advancements at its Fab 52 facility in Arizona. Following the Tech Tour 2025, Team Blue effectively communicated a clear direction for the company’s aspirations. Importantly, both Panther Lake and the 18A technology were pivotal elements of Gelsinger’s ambitious vision for the company.
Reflecting on Gelsinger’s tenure, he returned to Intel’s helm in 2021 at a time when the company lacked a coherent foundry strategy. He introduced transformative initiatives—such as ‘5N4Y’ and ‘IDM 2.0’—aimed at positioning Intel as a powerhouse in the semiconductor field. Gelsinger displayed particular enthusiasm for the 18A node, viewing it as a critical component in revitalizing Intel’s foundry business. In a notable interview with Stratechery, he expressed his strong belief in the prospects of the 18A node.
I’m now betting all of our products on 18A. We’re giving you more and more evidence to eliminate the skepticism, give you facts … transistors don’t lie. We had a candy store of ideas … PowerVia probably the big one there … they were ready to go, and … given enough capital, enough team, we were able to go quickly into it.– Former CEO Pat Gelsinger
The incorporation of PowerVia (backside power delivery) and RibbonFET technology significantly enhances the efficiency of the 18A process. Gelsinger was confident that this innovative approach would enable Intel to outperform TSMC’s N3P process. The current positivity surrounding the 18A node and Panther Lake can be traced back to Gelsinger’s foresight; despite external pressures from investors and media, Intel Foundry Services maintained its commitment to deliver a product that would meet his high expectations.
Gelsinger has repeatedly expressed enthusiasm for Panther Lake, describing it as a natural evolution stemming from the success of the 18A node. Notably, he personally delivered Panther Lake samples to Lenovo just before leaving his position, indicating the project’s maturity and readiness. The impressive performance and energy efficiency outcomes currently highlighted are a result of the groundwork laid by Gelsinger, alongside the ongoing efforts of current CEO Lip-Bu Tan and his team. The emotional resonance surrounding these product announcements underscores how Gelsinger’s strategic vision continues to shape Intel’s trajectory.
Looking ahead, under the leadership of CEO Lip-Bu Tan, the upcoming 14A node is likely to reflect his influence. The developments such as Nova Lake and its predecessors are expected to emerge as significant entries in the product line, resonating with both critics and consumers. As these innovations unfold, we invite you to share your thoughts on whether the 18A and Panther Lake products are meeting your expectations in the comments below.
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