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This news doesn't surprise me. The report (https://t.co/ii9nqxDTsY) 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 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 https://t.co/le790oy99X