From PC World: Just when Intel seemed to be on the cusp of success, the company reported supply issues that will limit the number of available PC chips that PC makers will be able to buy.
Moreover, Intel said that it’s prioritizing the higher-margin data center chips with what it can manufacture, leaving supplies of upcoming chips like the Core Ultra Series 3 (Panther Lake) apparently constrained. Intel also said that its next-generation processor, Nova Lake, would arrive at the end of 2026.
“So it’s just literally hand to mouth what we can get out of the fab and what we can get the customers, is how we’re managing it,” David Zinsner, Intel’s chief financial officer, said during a call with analysts reporting Intel’s Q4 earnings for 2025. A transcript was recorded by Investing.com.
“Obviously, we’re shifting as much as we can over to data center to meet the high demand, but we can’t completely vacate the client market,” Zinsner added. “So we’re trying to support both as best we can and obviously work our way out of this supply issue. I do believe that the first quarter is the trough. We will improve supply in the second quarter.”
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