New report claims Intel is ‘struggling’ to supply laptop CPUs based on its latest 18A node after speaking to Computex sources
AI-summarised brief · reviewed before publication
Intel is struggling to supply laptop CPUs built using its latest 18A silicon production node, affecting the Panther Lake CPU and other chips. The issue is attributed to a combination of factors, including supply chain problems and reliance on TSMC for I/O tile production. Industry contacts at Computex 2026 reported tight supply and lack of clarity on when the shortage would ease. Intel's general manager of Client Computing and Physical AI acknowledged some shortages but stated the company is overcoming them. The shortage affects major PC brands, smaller laptop makers, and system assemblers, with no clear resolution in sight, impacting Intel's ability to meet demand.
💡 Why It Matters
- · Intel's reliance on TSMC for key components exposes a vulnerability in its supply chain, highlighting the risks of outsourcing critical manufacturing processes.