SANTA CLARA,CA - November 21,2023 - Intel is acknowledging that its recently released Arrow Lake processors haven't lived up to expectations,conceding performance shortcomings in certain applications compared to AMD's Ryzen series. The company is now pinning its hopes on the Nova Lake generation, slated for 2026, to regain ground in the competitive CPU market. This admission came from Intel's CFO, David Zinsner, during the Deutsche Bank 2025 Technology Conference.Further delays are expected in the server space with Xeon Coral Rapids now targeting a 2027-2028 launch.
Intel's Arrow Lake processors, while offering improvements in temperature and power consumption, reportedly fell short of previous-generation Raptor Lake Refresh performance in some key areas, notably gaming. This allowed AMD to capitalize with its Ryzen 9000 series, particularly models featuring the 3D V-Cache technology, which provides a notable performance boost in certain workloads.
The situation underscores the intensifying competition between Intel and AMD. For years, Intel dominated the processor market, but AMD has steadily gained ground with competitive products and aggressive pricing. Intel's recent struggles highlight the challenges of maintaining leadership in a rapidly evolving technological landscape.
Intel is banking on Nova Lake to reverse this trend. The company's CEO has stated that Nova Lake will be a "direct response" to AMD's Zen 6 series,expected in 2026. Nova Lake is planned for both desktop and laptop segments, suggesting a broad effort to challenge AMD across all product categories.
David Zinsner also addressed Intel's plans for the server market. The Xeon Diamond Rapids systems are currently in development, but the launch of the Xeon Coral Rapids processors has been pushed back to 2027-2028. This delay suggests potential challenges in scaling the technology or integrating it into existing server infrastructure.
Here's a timeline of Intel's key processor releases and expected launches: