Intel Faces Supply Shortages, Prioritizes Data Center CPUs Over Consumer Chips, Warns of Price Hikes
By
elorant
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Summary
Intel is facing significant supply shortages across its business, including production capacity constraints and industry-wide substrate shortages that will persist into 2026. Despite rising demand for both client and data center processors in Q3 2025, the company cannot fully capitalize on the opportunity. Intel is prioritizing data center CPU supply over consumer chips and plans to adjust pricing, which will likely result in price increases for previous-generation client CPUs.
Key quotes
· 3 pulledDemand for Intel's processors for client and data center applications was on the rise in the third quarter of 2025, but the company could not fully capitalize on it as it faced numerous supply shortages across its business
The company is prioritizing the supply of data center CPUs, but going forward, it also plans to adjust the pricing of its products, which means increased prices of previous-generation client CPUs
Capacity constraints included shortages of its own production capacity and an industry-wide shortage of substrates, which will persist into 2026
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