Intel’s momentum in its next-generation 18A manufacturing process and AI PC strategy is facing a significant challenge as soaring memory chip prices threaten the market penetration of its new Panther Lake CPUs.
- The rising cost of memory chips, which are critical for Copilot+ PC requirements, is driving the pricing pressure.
- OEMs are expected to raise commercial PC prices by 10% to 30% in response to the increased component costs, potentially tempering investor optimism regarding Intel’s manufacturing turnaround.