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Intel Core Ultra Series 3 "Panther Lake-H" Die Annotated

What happened

Intel's upcoming Panther Lake-H mobile processor uses a disaggregated design with its SoC tile on Intel 18A, graphics tile on Intel 3, and I/O tile on TSMC N6. The Panther Lake-U variant for ultraportables will feature a 12 Xe-core graphics tile built on TSMC N3E. This is a technical roadmap update with no immediate supply or price implications for traders.

Impact and signal

Low impactImpact score: 10/100

Affected components and suppliers

CPUiGPU

Intel Corporation TSMC

product_launchfoundry_nodechiplet

Source and time

Source: TechPowerUp · 3/6/2026 · View original source

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Intel Core Ultra Series 3 "Panther Lake-H" Die Annotated

What happened

Impact and signal

Affected components and suppliers

Source and time

Related briefings