# Intel Shifts 18A Capacity to Data Center Chips

October 30, 2026 at 05:57 PM

> Intel CEO Lip-Bu Tan warns of PC market challenges as the company reallocates 18A production capacity from consumer to data center nodes.

**Intel** CEO **Lip-Bu Tan** warned of a challenging PC market ahead as the company shifts 18A capacity from **Panther Lake** to data center chips. To accommodate Intel 3 in Oregon, 18A wafers are being taken offline, impacting the rollout of consumer chip families.

While Panther Lake has ramped on the 18A node, the cost-optimized **Wildcat Lake** client CPU is currently sold out with demand outstripping supply. Sequential units rose 70%, but Intel faces substrate supply constraints affecting the internal CCPG gaming group.

The CCPG group expects a sequential decline exceeding 20% amid these production shifts. Following the announcement, Intel's share price dropped 23% in after-hours trading as the firm prioritizes **Clearwater Forest** chips for its corporate data center clients.


[#Intel](<https://hardwarebrief.com/hashtag/intel>) [#Semiconductors](<https://hardwarebrief.com/hashtag/semiconductors>) [#TechNews](<https://hardwarebrief.com/hashtag/technews>) [#DataCenter](<https://hardwarebrief.com/hashtag/datacenter>) [#PCMarket](<https://hardwarebrief.com/hashtag/pcmarket>)

## Related news

## [Intel Shares Plunge 29% After Weak Q4 Outlook](<https://hardwarebrief.com/article/intel-shares-plunge-29-after-weak-q4-outlook-35778ef0>)

October 31, 2026 at 10:29 AM

## [Intel Kiryat Gat Explosion to Cost $600 Million](<https://hardwarebrief.com/article/intel-kiryat-gat-explosion-to-cost-600-million-b8864dd1>)

October 30, 2026 at 11:00 AM

## [Intel Nova Lake to Feature Advanced 18A-P Node](<https://hardwarebrief.com/article/intel-nova-lake-to-feature-advanced-18a-p-node-f2f16c03>)

October 30, 2026 at 08:56 AM

## [Intel Beats Q3 2026 Estimates with Strong Growth](<https://hardwarebrief.com/article/intel-beats-q3-2026-estimates-with-strong-growth-b1f76a3f>)

October 29, 2026 at 07:43 PM

## [Intel and AMD Form x86 Ecosystem Advisory Group](<https://hardwarebrief.com/article/intel-and-amd-form-x86-ecosystem-advisory-group-5e05634d>)

October 26, 2026 at 10:40 AM