The Intel Panther Lake architecture is presently in risk production.
TSMC does have second source capabilities which can complement Intel's own production capacity.
Earlier Intel was considering 20A but settled in 18A[3] as the D1X Hillsboro, Oregon fab overhaul neared completion.
It makes sense, then, that Intel is going to push Panther Lake as hard as it can.
[1] Depending on demand Intel may find Panther Lake will have to make a good showing with mobile machine vendors.
Intel is expected to be offering a 5th gen NPU design to help with Windows Copilot and Google Chrome etc.
Modern CPU chiplet designs may be able to overcome the thermal power limits by moving L3 off die.
It's expected to be released in late 2025, alongside the Panther Lake CPUs.