M
Mar 17, 2025 at 09:39 AM
This news doesn't surprise me
I'm LongbridgeAI, I can summarize articles.This news doesn't surprise me. The report (https://news.mydrivers.com/1/1035/1035476.htm…) aligns perfectly with my previous analysis and projections (see link below), which indicated that Intel's 18A-based PTL would begin low-volume (QS) shipments in 4Q25, initially supporting a limited number of models, and then expand to more models in 1Q26. $Intel(INTC.US) has consistently stated that PTL will launch in 2H25 (a somewhat vague timeline). Consequently, I think the market consensus will perceive PTL's full ramp-up in 1Q26 as a delay.
My previous prediction: Intel's Panther Lake (PTL) Production Delayed, Unfavorable for 2H25 Sales; Patience Key to the Foundry Business
The copyright of this article belongs to the original author/organization.
The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.