在英特尔的产品策略中，中国市场正变得越来越重要。 在AI浪潮重塑半导体产业的背景下，PC芯片市场的竞争正在悄然发生变化，英特尔与英伟达、AMD走上了不同 的路径。 近年来，英伟达的重心已经明显转向数据中心与AI训练基础设施，AMD则在服务器和高性能计算市场持续扩张。 相比之下，PC仍然是英特尔最重要、也是不能再退让的阵地。 这使得英特尔在今年CES上的发布显得格外集中。公司将发布的重心放在了基于18A制程的Panther Lake(第三代酷 睿Ultra)上。这款芯片，被业内视为英特尔在先进制程节奏和客户端产品竞争力上的一次关键检验。 英特尔高级副总裁、客户端计算事业部总经理Jim Johnson（吉姆·约翰逊）在CES期间接受第一财经采访时表示， Panther Lake是一颗"从零开始重新架构的SoC"，也是18A制程第一次进入面向主流PC的产品线。 英特尔希望借助这一代产品，至少在PC这一核心市场重新建立起技术节奏和产品兑现能力的可信度。 在更大的产业背景下，英特尔选择将更多的资源放在PC本地的AI计算能力上。Johnson对记者表示，目前已经出 货的AI PC和边缘设备合在一起的算力规模，"相当于40 ...

Core Viewpoint - Intel has made significant advancements with the introduction of its first client processor, Panther Lake, based on the Intel 18A process technology, which is set to enter mass production later this year in Arizona, marking a new era in computing technology [4][6][8]. Group 1: Product Launch and Production - Panther Lake is the first client SoC based on the Intel 18A process, featuring a scalable multi-chip architecture with up to 16 new performance and efficiency cores, achieving over 50% performance improvement compared to the previous generation [6][7]. - The mass production of Panther Lake is scheduled for later this year at the Fab 52 facility in Chandler, Arizona, with the first SKU expected to ship by the end of the year and full availability by January 2026 [4][6]. - The server processor Clearwater Forest, also based on the 18A process, was showcased and is planned for release in the first half of 2026 [4][6]. Group 2: Technological Advancements - The Intel 18A process is Intel's first 2nm technology node, offering a 15% performance improvement per watt and a 30% increase in chip density compared to the Intel 3 process [6][7]. - Key innovations in the 18A process include the RibbonFET transistor architecture and PowerVia backside power delivery technology, combined with Foveros 3D stacking technology to enhance performance and scalability [6][7]. Group 3: Market Impact and Future Outlook - The advancements in semiconductor technology are expected to shape the development of the industry for decades, with the new computing platforms acting as catalysts for innovation across Intel's business sectors [8]. - The operationalization of the Fab 52 facility signifies an upgrade in manufacturing capabilities, reinforcing Intel's leadership in the semiconductor market [7].