Intel, the tech giant, has recently seen its first profit in nearly two years, thanks to lifelines from Nvidia and Softbank. During the Q3 2025 earnings call, CEO Lip-Bu Tan and CFO David Zinsner shed light on Intel’s current chip shortages and its strategic shift towards prioritizing AI server chips over consumer processors to manage supply and demand challenges.
This move comes as Intel plans to release new AI GPUs annually to meet the rising demand for AI servers. However, the company’s focus on AI chips might impact the availability of Intel gaming GPUs. Additionally, the highly anticipated Panther Lake with its 18A process is expected to launch slowly, with only one SKU this year and a gradual rollout in 2026.
Despite Intel’s efforts to address supply issues, Zinsner acknowledged that the 18A process is not yet yielding the desired financial results. The company aims to collaborate closely with customers to optimize output by adjusting pricing and product mix to align demand with available supply.
As the PC industry anticipates Intel’s next moves, tech enthusiasts are eager to see how the company navigates the challenges ahead while maintaining its position as a key player in the market.
Source: The Verge