CLAIM #32112 · Intel Corporation (INTC) · 2025Q1 earnings call · Apr 24, 2025 · due Dec 31, 2025
“We have the first SKU by the end of this year, then we have additional SKU the next year.”
Lip Bu Tan · CEO
In context
“nley. Your question, please. Joseph Moore: Great. Thank you. So a number of elements in your letter and in your comments about kind of improving product execution. Guess five weeks into it, can you give us your assessment of Panther Lake and Clearwater Forest in the 1880? Alright. Portfolio and give us a sense of, you know, are those leadership products? Do you still have work to do to get to the leadership position that you wanna have? Lip Bu Tan: Yeah. Let me start. I think Michelle will chip in. First of all, I think clearly our laser focus on execution. And in terms of delivering on time, a performance that we can meet the customer and industry trends. And the workload. So that is the number one priority for us. In terms of Panther Lake, you know, clearly on the 18A is very important. We have the first SKU by the end of this year, then we have additional SKU the next year. So I think so far we are very focused on that. Michelle? Michelle Johnston Holthaus: Yeah. Maybe just to add, Joe, I think I talked about this a little bit in our Q4 earnings. Panther Lake really matches what you see in both Meteor Lake and Lunar the way that we're gonna ramp, bringing our first most performant product out first with customers and then the additional SKUs in Q1, which really allows us to line up with the commercial marketplace. That product looks quite good competitively, and we get a lot of customer interest, so I think we continue to track well there. You also asked about Clearwater Forest, and I talked a bit about that and the prioritization between Panther Lake and Clearwater Forest in Q4 as well. And so for Clearwater Forest, it has some very unique packaging that co”
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SEC filings for INTC ↗ · Claim quote is verbatim from the 2025Q1 earnings call.