Intel CEO Lip-Bu Tan excited for next-gen consumer desktop CPUs with Nova Lake in 2H 2026: Intel 18A, up to 52 cores, new Xe3 GPU, new LGA1954 socket.

Intel on Thursday warned of a CPU shortage that could last well into next year due to current demand “outpacing supply” as the semiconductor giant reported its “fourth consecutive quarter of improved execution” in its ongoing comeback effort.

Intel's third-quarter results were constrained by production and substrate shortages, forcing the company to prioritize data center CPUs over client chips, which will likely make Raptor Lake CPUs more expensive going forward.

Intel appears to be revisiting its Arrow Lake desktop processor lineup with the emergence of a new, unannounced CPU variant that could signal a strategic shift

Though much of the current hype around ‘AI PCs’ is marketing, building blocks are being put in place that could make future computers much more powerful and useful.

The Client Computing Group (CCG) is Intel’s biggest business unit, and it earned revenues of $8.5 billion in the quarter, a gain of 5% year-over-year. Intel’s Data Center and AI (DCAI) revenue was $4.1 billion, down 1% YoY.

Intel's rebound in chip demand during the third quarter has been tempered by ongoing supply constraints that continue to limit the company's ability to deliver both

Processors - the current state in 2019 01:13 amd had delayed the 16 core Ryzen 9 3950X until November - tsmc issues 03:03 amd will launch Zen 2 Threadripper with 24-cores in November along with TRX40 Motherboards 04:44 We expect Intel will launch Comet Lake-S on the desktop with a Z490 chipset 05:33 Israel with Intel Recap - 10nm Ice Lake 08:10 Nothing about 45w laptop parts from Intel 09:25 New 10 Series Intel Mobile Processors 10:49 Intels ‘Real World Performance’ Event - Der8auer snub?

Intel's recent $80 billion increase in market cap reflects improved finances & potential in foundry services, rather than real progress

Key Takeaways Intel shares hit their highest level in 18 months Friday morning after the chipmaker swung to a profit that sailed past Wall Street expectations, signaling its closely watched turnaround plan is gaining traction.