Intel converts some Oregon 18A capacity to Intel 3 to make more Xeon server chips as AI demand outruns supply

On its third-quarter earnings call Intel said wafers meant for Panther Lake laptop chips will go to Xeon 6 production from the second half of 2027, Data Center and AI revenue reached $7.3 billion (up nearly 80% year on year), and wafer and substrate shortages will keep supply tightest in the first half of 2027, Tom's Hardware reports.