… Intel & Samsung Emerge As Potential Fix To Apple's Supply Constraints Affecting Its Consumer Chips Bloomberg has just dropped some big news surrounding Apple, which is in early talks with Intel and Apple to secure additional supply for its consumer lineup. …
… Read all comments on Intel Strong-Arms PC Partners Into Buying 18A Chips, Forcing Costly Redesigns As Older Node Supply Dries Up
… Supply chain sources indicate that some customers have already begun test chip verification for the 18A process, with related processes gradually being completed and the 18A-P process being deployed simultaneously. …
… With a background in finance and supply chain management - via his bachelors in Finance and a micromasters in supply chain management from MIT - Ramish combines financial rigor with deep industry insight to deliver accurate and authoritative coverage. …
… This saw TSMC being overwhelmed by chip orders from AI firms, leading to severe supply constraints. …
… Panther Lake is based on 18A, but also uses several other modules that come from TSMC. Wildcat Lake also features a mix of 18A + TSMC solution. So until or unless 18A yields improve, the situation for Intel isn't going to get any better. …
… Related Story Intel Arc G3, New Generation Xeon, And Nova Lake, Here’s What We Expect From Intel At Computex 2026 During the Q1 2026 earnings call, Intel CEO Lip-Bu Tan confirmed that constraints in wafer supply have led them to use 14A more for their own future product tape-outs. …
… Talking about the 18A and derivatives, Lip-Bu Tan revealed that the company is now moving towards supplying PDK 1.0 for its 18A-P process to potential customers, as the foundry progresses aggressively with yield rates. …
… Read all comments on Elon Musk Just Visited Intel’s Oregon Fab, The Same Fab Producing Cutting-Edge Panther Lake & Next-Gen Chips on 18A
… And yet again, the supply constraints are triggered by the sudden interest from the enterprise segment. …