… 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. …
… Read all comments on Intel Strong-Arms PC Partners Into Buying 18A Chips, Forcing Costly Redesigns As Older Node Supply Dries Up
… 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. …
… 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. …
… 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… …
… This saw TSMC being overwhelmed by chip orders from AI firms, leading to severe supply constraints. …
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. …
