… 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. …
… Beyond managing the shortage, Zinsner said during the same earnings call that 18A yields are adequate for supply but not yet sufficient to deliver healthy margins , with industry yields not expected until 2027. …
… Intel is also reportedly dealing with supply constraints on externally manufactured products such as Lunar Lake and Arrow Lake, which depend on TSMC production capacity already under heavy industry demand. …
… 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. …
… Read more : Samsung to make 2nm Tesla AI6 chips at a loss, considers the order a 'blessing in disguise' Read more : Intel Foundry rumored with possible Intel 18A process node orders with Intel, Google and NVIDIA Read more : TSMC can't keep up with AI chip demand, with shortages projected to last be… …
A new report claims that Intel is pushing its client PC customers to buy its latest CPUs built on 18A silicon . It's said the older Intel 7 node is increasingly being reserved for more profitable server chips and even Intel CPUs made in TSMC's fabs will be in short supply. …
… 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
… These constraints are bleeding into the Mac lineup as well, with models like the Mac Studio and Mac Mini potentially taking months to reach supply-demand balance. …