Intel says it’s selling every affordable laptop chip it can make
During Intel's latest earnings call, CEO Lip-Bu Tan said that demand for its budget-focused Wildcat Lake chips "is outstripping supply." According to CFO David Zinsner, the chips are now sold out. Zinsner said Intel has "seen significant growth in Wildcat Lake. It's coming exactly at the right time because it's cost-optimized and we're seeing a […]
Intel is selling every affordable laptop chip it can produce, according to the company’s CFO, David Zinsner. During the latest earnings call, CEO Lip-Bu Tan confirmed that demand for the budget-focused Wildcat Lake chips is exceeding supply. Zinsner noted that sales of these chips are at capacity, as Intel has witnessed significant growth in the Wildcat Lake line.
The reason for this surge in demand? Intel believes the Wildcat Lake chips are cost-optimized and in high demand. Despite memory shortages driving up PC prices, Intel’s budget-friendly Windows laptops, such as the Dell XPS 13 or HP Omnibook 5 14, are now appearing in the market. These laptops have starting prices comparable to the MacBook Neo, but often come with just 8GB of RAM, which can be insufficient for Windows laptops.
Intel does not anticipate the memory shortage to improve anytime soon, with CFO Zinsner stating they are "not optimistic about next year in terms of memory." He added that they will have to wait and see if the situation improves in 2028. This outlook is a bit more positive than SK Hynix's prediction that the RAM shortage will persist through 2030.
Tan acknowledged the slowdown in PC demand, stating that the industry is navigating one of the most significant supply shortages in history, driven by unprecedented demand for super intelligence. Despite these challenges, Zinsner remains confident that the PC industry will experience a renaissance.
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