NuAxiSemiconductor trade intelligence
Intel Xeon 6+ Computex roundtable interview transcript — Kira Boyko and Tim Wilson on 18A wafer allocation, Clearwater Forest, and dropping hyper-threading
What happened
Intel launched its Xeon 6+ 'Clearwater Forest' processors on the 18A node, featuring up to 288 E-cores. 18A wafer allocation is extremely tight and managed daily due to a surge in agentic AI demand that is leaving GPUs idling while waiting for CPUs. This severe supply constraint on Intel's latest node signals tightening availability for next-generation server CPUs.
Impact and signal
High impactImpact score: 85/100
Affected components and suppliers
Server CPUIntel 18A
shortagesupply-constraintAI-demandwafer-allocation
Source and time
Source: Tom's Hardware · 6/2/2026 · View original source
Open the NuAxi live feed →
Real-time pricing, supply signals and AI analysis for semiconductor traders