BS. PTL shortage is mainly due to very strong demand and severe lack of 18A capacity. Intel under genius Lip-Bu stopped funding foundry expansion plans which looked like a great idea at that time. But it now looks stupid as f*ck. Intel did say more capacity will come online in Q2 which should increases supply and ease the pressure a bit. Has nothing to do with yield or anything else. Current 18A yield should be on par with N2 easily.

Intel's Biggest Generational Leap in Laptops in Over a Decade: NVL-H Recent Panther Lake leaks strongly indicate good performance, excellent efficiency, excellent GPU & NPU, good pricing, etc. It's safe to say Panther Lake laptops are definitely a lot better than *both* Arrow Lake & Lunar Lake laptops. While people are talking about Panther Lake laptops and even future Nova Lake desktop parts, no one seems to be talking about Nova Lake laptop CPUs. I think Nova Lake is going to the biggest generational leap for Intel in laptops in over a decade!!! Their Zen moment. Or Sandy Bridge moment. (Or whatever you like) From 2021, since the launch of Alder Lake (ADL-H), Intel laptop CPU performance has been incremental at best (with some regressions too). There has been no *significant* jump in Laptop CPU performance over the years. But for the first time in many years, I think Intel is set to break the trend with Nova Lake Laptop CPUs. A huge jump in performance which leapfrogs *all* AMD laptop CPUs and significantly closes the gap with Apple Silicon. If you think PTL is a threat to AMD Laptops, then Nova Lake laptops will finish the game for good. Intel x86 laptop market share as of now is around ~80% (Nov 2025). PTL & NVL-H will increase it further. A laptop with Nova Lake CPU and RTX 50/60 series dGPU will be totally badass!!!