Gururu Isn't gaming pointless in this context because gamers are buying these systems with dGPU? I'm a little confused here. Reply
cyrusfox Gururu said: Isn't gaming pointless in this context because gamers are buying these systems with dGPU? I'm a little confused here. No, I would think all the X Core chips will be discrete free, its the other processor with 4Xe iGPU that one owuld think will be paired with a dGPU, check out the full sku list: https://cdn.mos.cms.futurecdn.net/VYbJAkBa6kxaRLivMkmWv4.pngX9 388H should be a halo stand alone battery efficient gamer, while the 386H makes most sense to be paired with a d-GPU, but perhaps I am wrong as I do notice the 12Xe/10Xe chips have a CPU clock advantage (200 MHz to 100MHz advantage when looking at the X7 358H and the 356H as well as when comparing the 338H vs the 336H). Reply
JRStern So, what if games are about the least important thing I care about? Reply
Dntknwitall They are trying to say this is better than AMDs offering like the 8060s. Well if the b390 is only just faster than the rtx 4050 mobile then right there that is false cause the 8060s is faster than the rtx 4060 mobile. But intel also used XeSS in their benching, and im going to guess it was going against a stock 8060s. Intel is in lala land. Reply
Grahaman27 Dntknwitall said: They are trying to say this is better than AMDs offering like the 8060s. Well if the b390 is only just faster than the rtx 4050 mobile then right there that is false cause the 8060s is faster than the rtx 4060 mobile. But intel also used XeSS in their benching, and im going to guess it was going against a stock 8060s. Intel is in lala land. The 8060s from AMD is a special. Its mostly in desktop hardware where it can pull a constant 120w that its designed for. It's also very rare and expensive to produce, only in 2 laptops that I know of both costing $2200+ . And I think you mean "almost as fast as rtx 4060" not faster than — see jarrods tech RycbWuyQHLY View: https://www.youtube.com/watch?v=RycbWuyQHLY&pp=2AYD So yeah, I would say this eats AMD's lunch. In thin and light laptops running at half the power of AMD's and half the price with competitive performance. 8060s is still a faster iGPU , but also more expensive, power hungry, and hard to get. It's really more of a Proof-Of-Concept than a real consumer product. Reply
JTWrenn Gururu said: Isn't gaming pointless in this context because gamers are buying these systems with dGPU? I'm a little confused here. Word is they are going to build a chip to compete with AMD for portables so it's pretty important. Reply
shady28 cyrusfox said: No, I would think all the X Core chips will be discrete free, its the other processor with 4Xe iGPU that one owuld think will be paired with a dGPU, check out the full sku list: https://cdn.mos.cms.futurecdn.net/VYbJAkBa6kxaRLivMkmWv4.pngX9 388H should be a halo stand alone battery efficient gamer, while the 386H makes most sense to be paired with a d-GPU, but perhaps I am wrong as I do notice the 12Xe/10Xe chips have a CPU clock advantage (200 MHz to 100MHz advantage when looking at the X7 358H and the 356H as well as when comparing the 338H vs the 336H). I think all of the ones with 10 and 12 Xe cores, a dGPU would be pointless. You'd be paying a bunch more money for about the same CPU performance as an Arrow Lake H product, and the iGPU will rot. I think these iGPUs threaten to make laptop dGPUs obsolete. Most people would prefer a thin and light laptop, but until now they have been mostly limited to esports type gaming. This may well disrupt the laptop market, but I suspect they will be quite expensive. Reply
circadia shady28 said: I think all of the ones with 10 and 12 Xe cores, a dGPU would be pointless. You'd be paying a bunch more money for about the same CPU performance as an Arrow Lake H product, and the iGPU will rot. I think these iGPUs threaten to make laptop dGPUs obsolete. Most people would prefer a thin and light laptop, but until now they have been mostly limited to esports type gaming. This may well disrupt the laptop market, but I suspect they will be quite expensive. eh, I think a dGPU in those ones is still useful. The iGPU as well as battery life improvements can definitely be used for gaming laptops to make work and play on the go easier, while the dGPU can be used for heavier games (such as running raytracing on games like Cyberpunk) or specialized workloads (e.g CUDA, NVENC, rendering with Cycles on Blender, machine learning, etc.) I personally will definitely trade up my Lenovo Legion Slim 5 (Ryzen 7 7840HS/RTX 4060) for a newer Legion with a Core X7 358H/360H or even a Core X9 388H. The ~7 hours battery life on my current Legion is already really good, but I had to compromise on display brightness, turn off the RTX 4060, and turn on power saving mode just to get there, not to mention the gaming performance while on battery is awful. Having Panther Lake power and efficiency is very much appreciated for me. Reply
redgarl Grahaman27 said: The 8060s from AMD is a special. Its mostly in desktop hardware where it can pull a constant 120w that its designed for. It's also very rare and expensive to produce, only in 2 laptops that I know of both costing $2200+ . No, it is not desktop hardware. This thing is even in 2 handhelds. It is not rare, it is just that OEMs screwed up, however they woke up in 2026 and a lot of new models are coming like the Asus Pro Art next month. If you think the 388h is going to be cheap, think again. The Dell XPS will start at 2100$ and we don`t even know if this include a 388h. 388h are flagships and are going to be bundled in stupid configs with top Nvidia mobile GPUs, which will never use it`s iGPU in the end. The 395+ is matching laptops with a 4070… at only 120W total package.AMD said it themselves. They saw no reason to try to fill the gap because the 395+ is already in a class of its own. Reply
shady28 circadia said: eh, I think a dGPU in those ones is still useful. The iGPU as well as battery life improvements can definitely be used for gaming laptops to make work and play on the go easier, while the dGPU can be used for heavier games (such as running raytracing on games like Cyberpunk) or specialized workloads (e.g CUDA, NVENC, rendering with Cycles on Blender, machine learning, etc.) I personally will definitely trade up my Lenovo Legion Slim 5 (Ryzen 7 7840HS/RTX 4060) for a newer Legion with a Core X7 358H/360H or even a Core X9 388H. The ~7 hours battery life on my current Legion is already really good, but I had to compromise on display brightness, turn off the RTX 4060, and turn on power saving mode just to get there, not to mention the gaming performance while on battery is awful. Having Panther Lake power and efficiency is very much appreciated for me. Do you carry your laptop with you around work or a campus for 8-10 hours a day? Do you bring it with you to the airport? Places like Toms and TPU are not reflective of the majority. Reply
Key considerations
- Investor positioning can change fast
- Volatility remains possible near catalysts
- Macro rates and liquidity can dominate flows
Reference reading
- https://www.tomshardware.com/pc-components/cpus/SPONSORED_LINK_URL
- https://www.tomshardware.com/pc-components/cpus/intel-panther-lake-pre-release-testing-delivers-over-80-fps-in-cyberpunk-100-fps-in-f1-arc-b390-offers-playable-1080p-frame-rates-with-xess-quirks#main
- https://www.tomshardware.com
- Patriot shows off opulent Viper Xtreme 5 Aurum RAM kit with flashy finish as prices surge throughout industry — company also showcases new SSDs and MicroSD Expr
- Micron to begin work on $100 billion New York 'megafab' imminently — landmark site to produce 40% of company's overall DRAM output in the U.S. by the 2040s
- HBM4 mass production delayed as Nvidia pushes memory specs higher — production to come ‘no earlier’ than late Q126
- HP reportedly eyes Chinese suppliers for DRAM as global shortage sparks shake-up — analyst says memory chips are commodities that can easily be replaced
- Intel Panther Lake pre-release testing delivers over 80 fps in Cyberpunk, 100 fps in F1 — Arc B390 offers playable 1080p frame rates with XeSS quirks in our han
Informational only. No financial advice. Do your own research.