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.
It’s no secret that Intel has lost its competitive edge in the chip manufacturing industry. But the company is still facing enough demand for its processors that it’s talking about a shortage.
During a Q3 earnings call, Intel executives noted that customer demand has outpaced supply for server and PC CPUs. “The shortage is pretty much across our business”, said Intel CFO David Zinsner. The company also expects the tight supplies to persist into next year.
Specifically, the shortage involves the company’s older chip manufacturing tech, Intel 10 and then Intel 7, which has been used to fabricate “Raptor Lake” desktop CPUs, along with server-grade CPUs. Since the company isn’t investing in the older chip nodes, Zisner said, “as we get more demand, we’re constrained.
