This news doesn't surprise me
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
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