Intel’s next-generation laptop processors are reported to be facing supply shortages from the start of their launch, drawing attention because they are the company’s first major products made on its advanced 18A process. Tech journalist Tim Culpan said contacts at three major PC makers cited shortages of Panther Lake and Wildcat Lake. Intel acknowledged some tight supply but said it is improving, as it pushes its IDM strategy and expands its foundry business.

Samsung Electronics is seeking a turnaround in its foundry business with an \"AI factory\" turnkey model that bundles memory, foundry and packaging. With TSMC\'s 3-nanometre utilisation near 100% and wafer price increases expected, some fabless chip designers are looking to reduce reliance on a single vendor. Samsung says demand for memory-and-foundry turnkey offerings is rising and that 2-nanometre contracts could become visible soon. The second half of the year will be a key test.