https://www.pcgamer.com/hardware/processors/intel-ceo-claims-core-ultra-laptop-chip-is-hot-but-the-companys-near-term-outlook-still-isnt-exactly-on-fire/
Intel's own roadmap for its foundry business shows that it doesn't expect to begin significantly increasing volumes on any of its latest nodes until 2026 and it won't be until 2027 that chips produced on Intel 4 and other more advanced nodes will represent a majority of it volumes. In 2024 and 2025, the vast, vast majority of Intel's output will be on Intel 7 or older nodes.
It’s all paper launches - no volume
Put another way, you could argue the likes of Meteor Lake and Arrow Lake are glorified test chips for new nodes that are still years away from being fit for truly high volume production. They allow Intel to present a narrative of progress. Here's our new Intel 4 CPU, here's an even more advanced Intel 18A CPU. We're hitting our targets.
Pat is a Snake oil salesman