Meteor Lake is made on Intel 4, while Arrow Lake is made on 20A. Both new nodes, and there's Intel 3 in between. Arrow Lake
already got pulled in by a couple quarters, IIRC. There's
absolutely no way Arrow Lake is getting pulled in that much more!
They made big engineering investments and who's to say they haven't started volume manufacturing? Those investments were done with an expectation of recouping them
this year. In business, it matters
a lot when you can recoup your investment, because:
- That likely means they're paying interest on their debt.
- That's money they cannot invest into developing other products to bring in more revenue.