“Capability constraints, particularly on Intel 10 and Intel 7 [Intel’s semiconductor manufacturing process], restricted our capability to completely meet demand in Q3 for each information middle and consumer merchandise,” stated Zinsner, including that Intel isn’t about so as to add capability to Intel 10 and seven when it has moved past these nodes.
“Given the present tight capability setting, which we count on to persist into 2026, we’re working intently with prospects to maximise our obtainable output, together with adjusting pricing and blend to shift demand in the direction of merchandise the place we’ve got provide and so they have demand,” stated Zinsner.
For that purpose, Zinzner initiatives that the fourth quarter can be roughly flat versus the third quarter by way of income. “We count on Intel merchandise up modestly sequentially however beneath buyer demand as we proceed to navigate provide setting,” stated Zinsner. “We count on CCG to be down modestly and PC AI to be up strongly sequentially as we prioritize wafer capability for server shipments over entry-level consumer elements.”
