Intel says it’s selling every affordable laptop chip it can make

The Verge ·

Intel says demand for its budget-focused Wildcat Lake laptop chips is exceeding supply, with the company’s entire current supply sold out. The surge comes as a shortage of memory and other components pushes up PC prices, making lower-cost laptops an important option for buyers.

Wildcat Lake chips are appearing in affordable Windows laptops such as Dell’s XPS 13 and HP’s Omnibook 5 14, though some models start with only 8GB of RAM. Intel does not expect memory supply to improve in 2027, but says conditions may ease in 2028; SK Hynix has forecast the shortage could continue through 2030. Intel CEO Lip-Bu Tan linked supply pressures to demand for AI, while CFO David Zinsner said he expects the PC market to experience a “renaissance”.

In short

  • Intel says all its Wildcat Lake chips are sold out.
  • The budget chips are finding demand as PC prices rise.
  • Intel expects memory supply to remain tight in 2027.

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The strongest fair case each way — we don't pick a winner.

The case for

Strong demand for Wildcat Lake chips suggests affordable laptops are meeting a real need as memory and other components raise PC prices. Expanding supply could give more buyers access to capable Windows computers, and Intel’s optimism about a PC “renaissance” reflects the possibility that lower-cost devices will remain important even as demand for AI strains components.

The case against

The chip shortage may limit how much affordable laptops can help if memory and other components remain scarce and prices keep rising. Some models’ 8GB of RAM may also constrain their usefulness, while forecasts that the memory shortage could persist for years make expectations of a near-term PC renaissance uncertain.

Explained simply

Intel makes processors, or chips, that power many Windows laptops. Wildcat Lake is the name of a newer chip range aimed at lower-cost computers, including models made by Dell and HP.

Laptop prices are also affected by the availability and cost of memory, the components that help a computer run programmes and keep information ready to use. Memory makers such as SK Hynix supply these parts, while demand from data centres and other uses, including artificial intelligence, can compete with demand from PC makers.

The issue matters because cheaper laptops can give buyers an option when computer costs rise. How many are available depends on supplies of chips and other components, as well as how manufacturers choose to equip each model.

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