Originally, Intel's 12 Xe3P Nova Lake SKU was said to require 65W of dedicated power to drive the iGPU, necessitating the use of two VCCGT phases on the motherboard for integrated graphics. Intel's Arc B390 GPU, which is the 12 Xe3-core model available in Panther Lake and Arc G-series processors, has a thermal design that can sustain up to 80W. However, it's currently being used in Panther Lake machines and handhelds like MSI Claw 8 EX AI+ that have lower power targets.
The Xe3P architecture is slotted for use in Intel's Crescent Island AI accelerator , but it hasn't been announced for any other products yet. Xe3P supports a wide deployment of Xe cores (up to 32), a deeper XMX engine with support for low-precision data types like FP8 and FP4, an increased 512KB L1 cache per Xe core, and a new unified L2 cache (32MB on Crescent Island).
Even by desktop APU standards, an 80W iGPU is a beefy accelerator to have on the same package. In addition, Intel's Nova Lake stack is said to extend up to a 175W TDP with the rumored top-end 52-core SKU, meaning the full 12 Xe3P iGPU would likely only be possible lower down the stack (and maybe only in the 4 + 8 + 4 + 12 Xe design originally suggested).
Earlier in the year, rumors suggested Intel was working on a mobile APU to counter AMD's Strix/Gorgon Halo products, featuring a large pool of unified memory and a large iGPU, dubbed Nova Lake AX. Now, the rumor mill suggests Intel will recycle the Nova Lake CPU cores for Razor Lake AX on mobile while pushing a larger iGPU.
Intel's next-gen Nova Lake chips may skip bLLC for mobile SKUs and debut on Razor Lake-HX instead, leaker claims
Intel's upcoming Nova Lake desktop SKU to require 65W of separate power delivery for its iGPU, leaker claims
Intel's Core Ultra 400 'Nova Lake' launch schedule leaks out
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-reportedly-cans-12xe-option-for-nova-lake-s-desktop-gaming-apu-design-said-to-resurface-with-razor-lake#main
- https://www.tomshardware.com/membership
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Informational only. No financial advice. Do your own research.