Intel shifts Oregon 18A capacity to Intel 3 for Xeon 6 servers
AI summary
Intel said it will convert part of its Oregon Intel 18A resources to the Intel 3 process, which is used for Xeon 6 “Granite Rapids” server processors, according to cnBeta and IT之家. The company expects the added Oregon capacity to enter mass production in the second half of 2027, while IT之家 also reported expansion at Fab 24 and Fab 62 and additional advanced-packaging capacity. Intel attributed the reallocation partly to weaker PC demand and stronger server demand linked to AI infrastructure.
In-depth insight
Intel is reallocating manufacturing resources toward Xeon server supply as it says AI-related server demand is straining capacity, while the reported 2027 production timeline indicates that the supply response will not be immediate.