‘We can’t completely vacate the client market’ says Intel amid wafer supply shortages — Nova Lake still on-track for late 2026 release, 14A in 2028

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Intel reconfirmed its commitment to the consumer market during its Q4 2025 earnings, despite a heavy focus on wafer supply shortages and increased demand from the data center and AI markets. The company is shifting its internal wafer supply to the DCAI segment while relying on external wafer supply for CCG (Client Compute Group).

Responding to a question about weaker-than-expected DCAI outlook, David Zinsner, Chief Financial Officer at Intel, said: “We’re shifting as much as we can over to the data…



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‘We can’t completely vacate the client market’ says Intel amid wafer supply shortages — Nova Lake still on-track for late 2026 release, 14A in 2028


Intel reconfirmed its commitment to the consumer market during its Q4 2025 earnings, despite a heavy focus on wafer supply shortages and increased demand from the data center and AI markets. The company is shifting its internal wafer supply to the DCAI segment while relying on external wafer supply for CCG (Client Compute Group).

Responding to a question about weaker-than-expected DCAI outlook, David Zinsner, Chief Financial Officer at Intel, said: “We’re shifting as much as we can over to the data…



Source link

Disclaimer

We strive to uphold the highest ethical standards in all of our reporting and coverage. We StartupNews.fyi want to be transparent with our readers about any potential conflicts of interest that may arise in our work. It’s possible that some of the investors we feature may have connections to other businesses, including competitors or companies we write about. However, we want to assure our readers that this will not have any impact on the integrity or impartiality of our reporting. We are committed to delivering accurate, unbiased news and information to our audience, and we will continue to uphold our ethics and principles in all of our work. Thank you for your trust and support.

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