Intel Shifts 18A Capacity From Panther Lake to Data Center Chips
CFO David Zinsner said the wafers being moved to bring Intel 3 into Oregon were generally used for Panther Lake products.
Intel said on its earnings call that it will reallocate some Intel 18A wafer capacity away from Panther Lake client chips toward data center chips, according to pcgamer.com. The company also said supply is constrained on the substrate side and that Wildcat Lake remains sold out.
CFO David Zinsner said the 18A wafers being taken offline to bring Intel 3 into Oregon were generally used for Panther Lake products. CEO Lip-Bu Tan said Panther Lake has successfully ramped on Intel 18A.
Tan said demand for Wildcat Lake is outstripping supply. Zinsner said Wildcat Lake unit volumes increased about 70% sequentially and that the chip is sold out.
Intel also said its CCPG group, which covers gaming chips, is expected to decline more than 20% sequentially. Tan said the next few quarters will be challenging for the PC market.
Quick answers
Which Intel chips use Intel 18A?
Intel said Panther Lake has successfully ramped on Intel 18A, and some 18A capacity is now being moved toward data center chips.
Is Wildcat Lake sold out?
Yes. CFO David Zinsner said Wildcat Lake unit volumes rose about 70% sequentially and the chip is sold out.