Yields are currently improving by 7 or 8 percent every month, according to Intel. But that could be building on pretty low initial yields—reporting from last summer suggested that just 10 percent of the chips coming off of the 18A production lines were meeting Intel’s requirements at the time. Intel predicts that its supply will have ramped up enough within the next few months to help alleviate shortages.
“I do believe that the first quarter is the trough,” said Zinsner. “We will improve supply in the second quarter.”
Intel is selling everything it can make
When Intel can start making enough chips to meet its demand, it ought to
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