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Today on the company Q3 2025 earnings callwhere Intel saw its first profit in nearly two years Primarily because of these lifelines, CEO Lip-Bu Tan and CFO David Zinsner explained how the company doesn’t have the chips yet. It’s currently seeing a shortage that it expects to peak in the first quarter of next year — in the meantime, leaders say they will prioritize AI server chips over some consumer processors as they address supply and demand.
“We expect CCG to decline modestly and DCAI to rise strongly as we prioritize server shipment capacity over entry-level client parts,” Intel says. Tan revealed today that Intel will also release new AI-powered GPUs every year, After Nvidia And AMD In changing their traditional rhythm to meet the huge demand for AI servers. It’s not clear what that might mean for those hoping For more Intel gaming GPUs.
While all eyes are on her Intel’s hot new Tiger Lake And the 18A process to show the world that it can still make the most powerful consumer PC chips and manufacture them in-house, the company confirmed that it will launch only one SKU this year and slowly roll out others in 2026. Here’s another possible reason for that: Zinsner hinted today that Panther Lake will be a “very expensive” product initially, and Intel will have to push the Lunar chips Lake current instead “for at least the first half of the year.”
While Intel has repeatedly disputed the idea that its 18A process had poor returns, the company admitted to investors and analysts today that it’s not poised for a huge financial hit either: Zinsner says the returns are “enough to address the supply but not where we need them to be to achieve the right level of margins,” suggesting it could be 2026, or even 2027 to get an “acceptable level of returns” there.
For now, Intel will “work closely with customers to maximize our available production, including adjusting pricing and mix, to shift demand toward products for which we have supply and for which we have demand” — which sounds like gouging the prices it charges PC makers to keep Intel inside their PCs and direct them to Lunar Lake parts rather than hot new parts. Tan confirmed today that he will not invest in more production capacity unless there is “committed external demand,” and Zinsner says investments in production capacity next year “will not significantly change the outlook.”
Intel says the 18A will be a “long-life node” that will power “at least the next three generations of client and server products.” If you are hoping to return to The days of TikTok. Intel alternates between shrinking its chips and launching new architectures every generation, and that does not happen here.
But this does not mean that Intel will cancel its next node, the Intel 14A, He also warned against this. Tan suggested today that customers had stepped in to rescue 14A, and Intel said the company was “pleased and more confident” with it, and Zinsner says it was not only a “good start” but was better than 18A at this stage “in terms of performance and returns.”