An Intel representative told Intel lacks capacity at its eight inch (200mm) fabs which are used to to produce chipsets and flash memory. The 12-inch (300mm) chipsets fabs are also full to capacity as well.
This may mean a short-term benefit for third party licensees such as VIA, SiS, ULi, NVIDIA and ATI who all produce chipsets for Intel Pentium 4 processors.
In the second half of thi syear Intel's Chandler and Leixlip plant will start churning out 65nm processors.