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Panther Lake isn't appearing in any products until 2026.

That’s partly the difference between making your own components and getting them from a vendor. Sure Intel can send select vendors prerelease prototypes but the feedback loop will never be as efficient as in house.

But it’s like a margin call. Everything is great until it completely sucks. Of course a lot of that comes down to TSMC. So if Apple falls it’s likely others will too.

I think it's the difference between having enough CPUs that you can launch a product and having enough CPUs that people start planning future products.

Volume takes time. That's why we're seeing 2026. And before someone says "that just gives Apple an advantage because they're smaller," Apple is shipping a comparable volume of CPUs - and they're doing basically all their volume on the latest fabrication tech.

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