Intel's Wildcat Lake Chips Sold Out as Demand Outstrips Supply

Intel's Wildcat Lake chips are sold out, CFO David Zinsner said on the Q3 2026 earnings call, while CEO Lip-Bu Tan said demand is outstripping supply. Zinsner said the cost-optimized chips, designed to cost less, are showing significant growth as Intel beat Q3 estimates. He is not optimistic about memory supply next year and does not expect improvement in 2027.