The specs we've heard about are for the four SKUs above, which would comprise the main lineup of chips with integrated graphics enabled; apparently, Raptor Lake Next will include options with the iGPU disabled, as well as mobile chips. The final branding is unconfirmed, but we've heard that Intel intends to launch under the Core Ultra 200 name.
Out of the four SKUs, the 16-core Core 5 looks like Intel's breadwinner. Throughout 12th- to 14th-Gen, Intel topped out Core i5 models at 6 P-cores. You'd have to step up to a Core i7 for 8 P-cores. If these specs are correct, Intel is stepping down to an 8 P-core configuration a tier in branding, which will hopefully come with a cut to price.
Some of the finer details of Nova Lake are still up in the air. That is, we don’t have any direct evidence for them, nor any corroboration from Computex. That’s not to say that the details here are false. Rather, we just need more information to say, for sure, that some of these details are a part of the Nova Lake lineup.
First and most obvious is bLLC, or big Last Level Cache. This is one of the earliest Nova Lake rumors that is still circulating, and for good reason. Intel hasn’t found an effective counter to AMD’s 3D V-Cache CPUs in more than four years. We’re closing in on half a decade where AMD has entirely owned the high-end of PC gaming, which has continually eaten away at Intel’s market share . bLCC is, apparently, Intel’s counter to 3D V-Cache, using its own Foveros 3D hybrid bonding to stack additional last-level cache.
Tom’s Hardware asked Intel CEO Lip-Bu Tan and a panel of executives at the company how it plans to address X3D CPUs, and Alex Katouzian, a 20-year Qualcomm veteran who recently joined Intel in a leadership role over the client group, said the following: “When I first came in and started reviewing road maps for the team, I was very pleasantly surprised. So, stay tuned, a very strong roadmap [is] coming, and we will be gunning for that section of the market as well. And so, please stay tuned.”
Context is important, but Katouzian is really only saying that Intel is gunning for high-end gamers with its roadmap, which, of course, it is. Otherwise, bLLC has entirely been a topic of the rumor mill. Intel has indirectly teased it with PR hits about its packaging capabilities, but that extends far beyond bLLC. Hybrid bonding, especially from a foundry perspective, has far greater legs in the data center.
Although Intel has the packaging and bonding capabilities, the scale of them for a mass-market product like Nova Lake is questionable. Intel would need to bond the SRAM to the logic tile with Forveros and package the chip with EMIB, creating the “EMIB 3.5D” combination that Intel has talked about previously. We first saw EMIB 3.5D on the Ponte Vecchio data center GPU, but most recently and relevantly on Clearwater Forest , Intel’s first foray into putting 18A in the data center. The capability is there, but if Intel can scale that up to a consumer range with more limited die space and higher per-core performance remains to be seen.
One advantage of Intel’s hybrid bonding and advanced packaging is that it can package dies from other foundries, not just those from Intel foundries. That brings us to the second finer point about Nova Lake, which is the node. Originally, the assumption was that Intel would use 18A for Nova Lake. We have 18A on mobile with Panther Lake, in the data center with Xeon 6+, but not on the desktop. Further, Intel has previously commented about reshoring its manufacturing for consumer chips after a brief stint with TSMC for logic tiles in both Lunar Lake and Arrow Lake.
Around this point last year, however, rumors started circulating that Intel is using TSMC’s N2 for Nova Lake. The source of the rumor is flimsy, however. Well-known reporter Charlie Demerjian of SemiAccurate reported in July 2025 that Intel taped out a major product . The report didn’t mention what product, what foundry, or even include “TSMC” anywhere on the page. Still, other outlets took the story, claiming that not only was Demerjian talking about Nova Lake, but also that he was talking about TSMC N2.
There are reasons Intel could use TSMC for the logic die. The company has reiterated that it’s shifting wafer capacity toward the data center, so if TSMC can fill additional capacity on the desktop, we could see TSMC on the main logic die. It’s also possible that TSMC is manufacturing other tiles on Nova Lake. Intel has consistently blended nodes in recent generations, so even if Intel were to confirm that it’s tapping TSMC for Nova Lake, that doesn’t necessarily mean the Taiwanese giant is manufacturing logic.
And, just as easily, Intel could absolutely be using TSMC for logic. That’s the point here; we really don’t know at this point, outside of vague reporting, getting swept up in the rumor mill, and taking on a life of its own. The Cinderella story for Intel would be Nova Lake on 18A, but given the struggles on 18A yields , it wouldn’t be surprising to see TSMC at the helm for Nova Lake once again.
Intel needs a much more aggressive roadmap on the desktop than AMD, frankly, and that roadmap is starting to take shape. Although AMD and Intel compete on the finer points of performance, Team Red has almost exclusively taken market share away from Intel, quarter over quarter, for the past decade. There are only a handful of quarters in that time when AMD has lost market share, which it has always rebounded from in the quarter that follows.
Even if Intel still represents the majority of the desktop market — and it does based on the latest market research — the trend is abundantly clear. Add on top of that clear fumbles like Arrow Lake, and it’s obvious that AMD doesn’t need to move the needle much to continue swiping customers. Intel needs to make big moves to recover.
We should have more official details about those plans soon. Intel mostly sat Computex out on the consumer front, short of the Arc G3 range that, although exciting for gaming handhelds, is destined to be a niche product given the high prices of the devices those chips are going in.
For the past four years, Intel has held its Tech Tour event in the fall, taking the place of its previous Architecture Day, which took place in the late summer (most of those details have shifted to the Hot Chips conference in August). Intel has already told us that Hot Chips will have more details about Diamond Rapids , Intel’s next-gen P-core Xeons. That leaves Tech Tour for when we’ll likely get a full architectural deep dive on Nova Lake. Intel has yet to confirm Tech Tour 2026, but we have no reason to believe the company will sit out the rest of the year at this point. It also lines up with what we’re hearing about Nova Lake’s release — architectural details in the fall, a launch at CES 2027, and availability in Q1.
Regardless of when the exact dates fall, Computex made it clear that Intel is readying Nova Lake for a release soon. Multiple motherboard vendors brought Z990 motherboards to Computex and actively showed them to the press; I can’t imagine that was sanctioned by Intel.
As for Raptor Lake Next, Computex is the first quasi-confirmation we’ve heard of the range. That name apparently appears on Intel’s roadmap at some point in the first half of next year. With Nova Lake at the high-end and Raptor Lake Next in the midrange, Intel might have a one-two punch strategy to earn back some spots in the market, especially as AMD turns its Zen 6 focus toward the data center and prioritizes older architectures on desktop, given high DDR5 prices. Now, we just need to wait and see how those internal plans materialize as the rest of the year goes on.
Jake Roach is the Senior CPU Analyst at Tom\u2019s Hardware, writing reviews, news, and features about the latest consumer and workstation processors. ","collapsible":{"enabled":true,"maxHeight":250,"readMoreText":"Read more","readLessText":"Read less"}}), "https://slice.vanilla.futurecdn.net/13-4-24/js/authorBio.js"); } else { console.error('%c FTE ','background: #9306F9; color: #ffffff','no lazy slice hydration function available'); } Jake Roach Social Links Navigation Senior Analyst, CPUs Jake Roach is the Senior CPU Analyst at Tom’s Hardware, writing reviews, news, and features about the latest consumer and workstation processors.
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- https://www.tomshardware.com/pc-components/cpus/intels-one-two-punch-plan-in-desktop-cpus-is-taking-shape-z990-spotted-nova-lake-detailed-raptor-lake-next-teased#main
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