Intel is to deliver the X38 chipset by mid September (which is now isn't it?) and will probably release the X48 by the end of the year. HP is reducing PC orders for Q3 and early Q4. Here's an interesting blurb on SOI.

As process technologies continue to shrink, the semiconductor industry faces other issues, with leakage current being a significant issue. IC substrates usually have been made of silicon, which is not an ideal insulator since its resistance is only 10ohm/cm so some power will be wasted when current leaks through the silicon insulator of the transistor.