Intel Corp. will make most of the components for its next-generation personal computer chips in-house, CEO Pat Gelsinger revealed.

Gelsinger detailed the plan during the company’s third-quarter earnings conference call Thursday. Intel job revenue and adjusted earnings per share that beat analysts’ expectations, giving its stock a more than 7% rise in after-hours trading. The chipmaker’s forecast for the current quarter also topped the consensus estimate.

Intel’s flagship PC processor families are known as Arrow Lake and Lunar Lake. The first series of products includes central processing units for desktop and laptop computers, while the second line focuses only on the laptop market. Both chip families are based on components manufactured largely by Taiwan Semiconductor Manufacturing Co. Ltd.

Intel plans to take a different manufacturing approach with Panther Lake, the successor to its Lunar Lake series of laptop processors. The processor line is expected to launch in the second half of 2025. During Thursday’s earnings conference call, Gelsinger told analysts that more than 70% of the upcoming chips would be manufactured in Intel factories.

The company plans to produce Panther Lake using its cutting-edge Intel 18A manufacturing process. The technology introduces a global gate architecture, or GAA, which improves the power efficiency of chips by reducing the amount of electricity leaking from transistors during processing. Additionally, Intel has redesigned the tiny wires responsible for supplying power to the transistors in a way that increases computing speeds.

“Panther Lake will be our first client processor on Intel 18A, a higher performance and more competitive process that will allow us to bring more wafers home and improve overall profitability,” Gelsinger said.

A recent leak suggests that each Panther Lake processor will include five chipsets, or silicon modules. One module contains a processor, another houses a graphics processing unit, and a third will manage the flow of data throughout the processor. There would also be two inactive chiplets that would function as support structures for the other components.

Intel is expected to offer three sets of Panther Lake chips with varying performance levels. The highest-performance CPU collection, Lake-H, is said to include configurations with up to 16 CPU cores. Four of these cores are expected to feature a performance-optimized design, while the others will sacrifice some speed for lower power consumption.

Intel plans to follow up Panther Lake, aimed at laptops, with a line of desktop processors called Nova Lake. On Thursday, Gelsinger clarified that this latest product line would also be manufactured primarily using the company’s in-house manufacturing facilities.

“We certainly plan to continue to operate some SKUs externally, but the vast majority of Nova Lake and a larger number of additional slabs have also come back internally,” Gelsinger said.

Photo: Intel