Core Insights - Intel's first 1.8nm CPU has received positive reviews, boosting market confidence in its semiconductor manufacturing capabilities and potentially attracting foundry customers [1] - Since 2021, Intel has been implementing its IDM 2.0 strategy to restructure its semiconductor business, focusing on enhancing internal manufacturing while succeeding in foundry services to regain its IDM status [1] - Analysts suggest that the impact of this strategy may be more significant for Samsung Electronics than for current foundry leader TSMC [1] Performance Evaluation - The high-end model of the "Core Ultra Series 3" (X9 388H) received a passing grade from IT media, marking it as a significant success and a remarkable comeback for Intel [2] - Panther Lake's single-core performance score is 3,009, lower than Apple's M5 (4,208) but higher than AMD's Streak Halo (2,986) [2] - In multi-core performance, Panther Lake scored 17,268, comparable to M5's 17,948, while its integrated GPU performance score was 56,839, surpassing M5's 49,059 but below Streak Halo's 80,819 [2] Future Outlook - Analysts emphasize that Panther Lake should be viewed as part of a roadmap to attract future foundry customers, with its performance generating expectations for the 18A process [3] - The market is closely watching Intel's ability to achieve high-performance CPUs without using ASML's next-generation EUV lithography technology, which could enhance its manufacturing prowess [3] - Intel plans to begin trial production of its 1.4nm process using high-NA EUV technology by 2027, aiming to enter the market two years ahead of Samsung and six months to a year ahead of TSMC [3] Yield Improvement - Intel's 18A process yield has significantly improved, with estimates from KeyBanc Capital Markets suggesting a yield of approximately 60% [4] - Although this yield is still below TSMC's 80%, it poses a greater threat to Samsung's foundry business [4] - With potential direct support and tax incentives from the U.S. government, Intel could gain a competitive edge in pricing [4]