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Intel 7 having capacity constraints

I heard the use of N3B is issue as well it's very costly for what it is and it's killing Intel's margin along with LNL Choice of On Package Memory.
 
I mean they did write down like $10B+ of equipment and take down a lot of intel 7 capacity because they thought they wouldn't need it. So that can't exactly help matters. For the U series, there are traditionally two types of laptop they go into. Cheap, and premium low power. MTL/ARL-U were clearly designed for premium mobile, and they aren't mainstream successors to RPL-U. LNL-V certainly isn't that, either. RPL U is like 160mm2 of i7. Meanwhile, MTL U is like 200mm2, uses mostly N6, some intel 4/3, some N5P, has a base die, and advanced packaging. Not surprising Intel wanted a higher prices on the Ultra parts so CCGs margins didn't melt down as hard as with selling LNL as the primary premium mobile offering in 2025. But the thing with laptop OEMs is that they are the cheapest people on earth and if you give them the option to skimp on something (like buying RPL-U instead of MTL-U) they will do it. So until Intel has a product they can sell at decent margins for RPL-U pricing, RPL-U will sell strongly.
 
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