Intel Leverages TSMC's 2nm Process for Next-Gen Nova Lake-S CPUs, Promises 25% Speed Boost, 2026 Launch

July 17, 2025
Intel Leverages TSMC's 2nm Process for Next-Gen Nova Lake-S CPUs, Promises 25% Speed Boost, 2026 Launch
  • The Arrow Lake refresh will also support higher memory frequencies, helping to mitigate previous gaming performance issues caused by latency.

  • The flagship Core Ultra 9 will feature two compute tiles with 8 P-cores and 16 E-cores each, while the Core Ultra 7 will have two partially disabled tiles with 7 P-cores and 12 E-cores.

  • While the Core Ultra 200S may use older fabrication nodes for its GPU and I/O tiles, outsourcing is likely to ensure efficiency and capacity.

  • Intel's hybrid foundry strategy, including TSMC collaboration, aims to ensure sufficient chip supply and address yield concerns associated with the 18A node.

  • Intel's upcoming Nova Lake-S processors will be manufactured using TSMC's advanced 2nm-class N2 process, marking a departure from their traditional in-house 18A node due to potential production challenges.

  • This shift makes Nova Lake-S the second 'Core Ultra' desktop lineup relying on third-party fabrication, with the chips supporting high memory speeds up to 8,800 MT/s and featuring a new hybrid iGPU platform with Xe3 and Xe4 cores.

  • The Nova Lake-S architecture is expected to include up to 52 cores, combining high-performance P-cores, efficient E-cores, and ultra-low-power LPE-cores, representing a significant increase in core count over the previous Arrow Lake generation.

  • Rumors suggest that Nova Lake-S could deliver up to 25% higher speeds and 36% greater energy efficiency, potentially marking a milestone in Intel's CPU development.

  • Intel has completed the tape-out phase for Nova Lake-S at TSMC's facilities, indicating that the first dies are ready for testing and quality control, with retail availability expected in the second half of 2026.

  • Due to the need to meet production schedules, Intel's Nova Lake-S will utilize TSMC for its fabrication, especially since previous lines like Meteor Lake were produced at Intel's own facilities.

  • To utilize Nova Lake-S, users will need to upgrade to the new LGA 1854 socket and 900-series chipsets, which will support next-generation features tied to this architecture.

  • A refresh of the Arrow Lake-S is anticipated later in 2025, with minor clock speed increases and additional E-cores aimed at improving performance and addressing cache and memory latency issues.

Summary based on 2 sources


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