I'm more partial to the FPGAs. Sundance Mesa is a cool codename.
Therefore this is no longer a speculation.
It can be assumed that these are the first CPUs that will implement the 256-bit subset of the AVX10.2 ISA, finally extending the coverage of AVX-512 to all Intel products, but with the restriction to 256-bit registers and operations.
Panther Lake will be preceded by Lunar Lake for low-power mobile devices, either in late 2024 or in early 2025.
Before that, there will be Arrow Lake S for desktops and Arrow Lake for laptops. Despite the single name, these 2 implement different instruction sets and they will be made with different manufacturing processes, Intel 20A for Arrow Lake and an undisclosed process for Arrow Lake S (which might be made at TSMC, according to rumors, because it needs bigger tiles than what would be possible in Intel 20A).
While Meteor Lake seems to be just a shrink of Raptor Lake, which will have a much better performance only due to the greater energy efficiency provided by the Intel 4 process and due to the much better GPU made at TSMC, Arrow Lake is expected to introduce a new improved CPU microarchitecture, which is supposed to compete successfully with Zen 5.
Yeah, they need to move to rivers now...