Despite Struggles, Intel Reports Supply Shortages Due to High CPU Demand

Despite Struggles, Intel Reports Supply Shortages Due to High CPU Demand

The company is facing a tight capacity for its older chip nodes, Intel 10 and 7, amid ongoing AI compute demand and businesses migrating to Windows 11.

Intel sees supply shortage, will prioritize data center technology

Intel reported better than expected Q3 figures, reflecting a turnaround in sales along with cutting operational expenses and a renewed focus on its core business. On the downside, Intel is enjoying a little too much success and is seeing a shortage of supply. For the quarter ending September 30, Intel reported net income of $4.1 billion, or EPS of $0.23, on revenues of $13.7 billion. Analysts were expecting revenue of $13.15 billion and EPS of $…

Capacity Constraints Hit Intel as Demand Outstrips Intel 10/7 Node Supply

Intel's Q3 earnings delivered a solid number, but a few interesting things are happening at Intel's Fabs that aren't related to any leading-edge node production. According to Intel CFO David Zinsner, "In Q3, Intel Foundry delivered Intel 10 and 7 volume above expectations," indicating that demand for Intel's products built on these nodes is significantly exceeding supply. Zinsner noted, "Capacity constraints, especially on Intel 10 and Intel 7, …

Intel’s Chip Supply Will "Be Depleted" by Q1 2026, Reveals CFO David Zinsner, as PC & Server CPU Demand Skyrockets Beyond All Expectations

One of the more important aspects revealed by Intel at the recent earnings call was the massive demand the firm witnesses in both the server and client CPU segments, a trend that is expected to continue next year as well. Intel's DC Segment To See Massive Growth, Driven By Adoption of the 'Xeon' Server CPU Platform Intel's Q3 earnings call was met with massive optimism in the industry, mainly because CEO Lip-Bu Tan and CFO David Zinsner delved i…