Intel was presenting at 2025 UBS Global Technology and AI Conference, revealing interesting details about the demand for its "Lunar Lake" and "Arrow Lake" processors. On the question from one of the analysts that some assume Intel isn't selling its new products and there is no demand, Intel's John Pitzer answered "Quite frankly, if we had more Granite wafers, we'd be selling more Granite. If we had more Lunar Lake wafers, we'd be selling more Lunar Lake. If we had more Arrow Lake wafers, we'd be selling more Arrow Lake. And so I think we feel pretty good about where we are in the AI PC transition. And we feel very good about where we are in the initial phase of the Granite ramp, which is our latest generation server part."

This puts an end to the speculation that Intel's products aren't selling well, and the recent Q3 revenue figure of $13.7 billion matches that. Additionally, Intel made comments about its internal and external manufacturing capacity. Intel's "Lunar Lake" and "Arrow Lake" are SoCs that are fully outsourced to TSMC, with Intel performing the packaging. Hence, Intel's limited capacity booked at TSMC is not enough to satisfy the demand. However, starting with "Panther Lake," the wafer supply is getting back in-house as 18A yields mature. All the "Panther Lake" logic dies will be manufactured in-house, compared to 0% of logic dies manufactured in-house for "Arrow Lake" and "Lunar Lake."