Meanwhile, Clearwater Forest, introduced March 3 at MWC 2026 , is Intel's first 18A server CPU. Expected to be released later this year, the chip packs 288 Darkmont E-cores across 12 compute chiplets in its maximum configuration, each with 24 cores all built on 18A. Those compute tiles are stacked on three active base dies fabricated on Intel 3 using Foveros Direct 3D, while two I/O tiles on Intel 7 handle connectivity, and lateral integration across the package is handled by EMIB.
EMIB 3.5D then extends this further by combining those Foveros-stacked modules with Intel's second-generation EMIB bridges — scaled from 55-micron to 45-micron bump pitch — to link heterogeneous tiles laterally across the package, whether those are identical compute modules or disparate I/O and memory dies. The result is a package whose total silicon area far exceeds what a conventional silicon interposer could accommodate. A clean Clearwater Forest launch would therefore validate both Intel 18A and its advanced packaging simultaneously.
Finally, Diamond Rapids will arrive as an exclusively 16-channel platform after Intel cancelled the 8-channel SKUs that were originally planned for the Xeon 7 lineup. The remaining parts are expected to pack up to 192 P-cores across four compute tiles in an LGA9324 package, with 2nd-generation MRDIMM support pushing memory bandwidth to roughly 1.6 TB/s — nearly double Granite Rapids' ~844 GB/s. Intel has indicated a 2H 2026 launch window, but has said nothing more solid at this stage.
Intel’s AI accelerator portfolio hasn’t followed as clean a generational progression as its CPUs have. Gaudi 3, as previously mentioned, is the current shipping product and has been available through cloud partners and direct customers since late 2024, with Intel expanding availability throughout 2025.
Intel has marketed Gaudi 3 around openness and software portability, with the argument being that customers locked into Nvidia’s CUDA ecosystem face procurement and pricing constraints that a chip running on open frameworks like PyTorch and oneAPI can avoid. While this has let the chip find some traction, Gaudi 3 hasn’t achieved a meaningful share in large-scale training clusters where Nvidia’s accelerators still dominate by a huge margin.
The most concrete successor to Gaudi 3 in the near-term is Crescent Island, which Intel announced as an inference-focused data center GPU in October 2025 at the OCP Global Summit, with customer sampling due to begin in the second half of 2026. The card is built on the Xe3P architecture, a performance-enhanced version of the Xe3 GPU used in Panther Lake, and carries 160 GB of LPDDR5X memory.
That memory choice is a deliberate departure from the HBM stacks used by Nvidia and AMD in their high-end accelerators: Intel is positioning Crescent Island as a power- and cost-optimized part for air-cooled enterprise servers, with Intel CTO Sachin Katti citing "tokens-as-a-service" providers as the primary target. No performance figures have been disclosed.
When and if it does sample later this year, it will be going up against AMD's Instinct MI450 and Nvidia's Vera Rubin architecture, both of which use HBM4 and target a broader range of workloads. Crescent Island's narrower inference focus could make it competitive on cost-per-token, but the 160GB LPDDR5X configuration offers substantially less memory bandwidth than HBM-based competitors, which remains the main bottleneck for large model inference.
Should it launch, Jaguar Shores would be Intel’s first return to HBM-based AI acceleration since Ponte Vecchio, but specifications remain unconfirmed, and we’re very unlikely to see a release until 2027 at the earliest. That would put it up against Nvidia’s Vera Rubin successors and AMD’s Instinct MI500 series — and whether it can be competitive by then depends heavily on software maturity, an area where Intel’s track record in AI acceleration has been consistently weak.
Intel 4, which debuted with Meteor Lake , was Intel's first EUV-enabled manufacturing node, claiming 21.5% higher frequencies at the same power as Intel 7, or 40% lower power consumption at the same frequency, alongside a 2x transistor density improvement for high-performance libraries. Intel 4 also introduced second-generation Contact-over-Active-Gate, enhanced copper interconnects with cobalt cladding for better performance and electromigration resistance, and doubled MIM capacitance density to reduce voltage droop.
Production ran at Intel's D1 facility in Hillsboro, Oregon, with Fab 34 in Ireland coming online for Intel 4 volume production in late 2023. Notably, only Meteor Lake's compute tile used Intel 4; the graphics, SoC, and I/O tiles were sourced from TSMC and older Intel nodes, reflecting the limited scope of Intel 4 as a chiplet-specific node.
Intel 3 followed as an 18% performance-per-watt improvement over Intel 4 , with broader EUV usage, improved transistor cells, and both I/O and high-density cell libraries suited for server workloads. Sierra Forest, which launched in June 2024 as the first E-core Xeon 6, was its first flagship product, followed by Granite Rapids with P-cores in September 2024. Unlike Intel 4, Intel 3 was designed as a more general-purpose node from the start, underpinning Intel's server ramp and serving as the base die for Clearwater Forest's heterogeneous packaging.
Intel 20A, meanwhile, was the planned introduction point for RibbonFET and PowerVia in production, and Intel confirmed it entered production readiness in 2024. But Intel also confirmed the decision to shift Arrow Lake consumer parts away from Intel 20A to external nodes. The only logical explanation for this is that Intel concentrated its 20A engineering on proving the key technologies it needed for 18A rather than committing a high-volume product line to an intermediate node.
RibbonFET + PowerVia at volume; backside power delivery
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/tech-industry/semiconductors/SPONSORED_LINK_URL
- https://www.tomshardware.com/tech-industry/semiconductors/intel-chip-roadmap-2026-2028#main
- https://www.tomshardware.com
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Informational only. No financial advice. Do your own research.