INTC · News · 20261102N

Supply Chain Constraints

INTEL CORP · 2026-11-02 · Importance 46 · Surprise 42

A report on Intel’s fourth-quarter outlook cited memory shortages and production disruptions, including a shutdown at Intel’s Israel facility. Another report said Intel flagged uneven availability of memory and other components, alongside rising input costs. These constraints were reported against strong demand for Xeon server and AI chips.

Key facts

• Intel attributed its weaker Q4 outlook to soft PC demand, memory shortages, and production disruptions, including a shutdown at its Israel facility; demand for Xeon server and AI chips remained strong. source