'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 reaffirmed its commitment to the consumer market despite wafer supply shortages and increased demand from data center and AI sectors. The company is prioritizing internal wafer supply for data center and AI while relying on external supply for the client market. Intel's CEO mentioned challenges in the industry due to memory constraints and pricing issues. The upcoming Nova Lake desktop CPUs are on track for a late 2026 release, with Intel's focus shifting to the 14A process for future production. Despite revenue declines, Intel's DCAI segment saw growth, while other business units faced challenges.