Intel CFO Warns Chip Inventories Could Run Dry by Early 2026 Amid Unprecedented CPU Demand Surge
Intel is reportedly facing a severe chip supply shortage that could deplete inventories by early 2026, according to CFO David Zinsner. The unprecedented demand for both data center and client CPUs has created production bottlenecks despite expansion efforts. Industry analysts suggest this signals both significant growth challenges and opportunities for Intel’s foundry operations.
Unprecedented Demand Creates Supply Crisis
Intel is reportedly facing a critical chip supply shortage that could see inventories completely depleted by the first quarter of 2026, according to statements made by Chief Financial Officer David Zinsner during recent earnings discussions. Sources indicate that demand for both data center and client CPUs has skyrocketed beyond all expectations, creating what analysts describe as one of the most significant supply chain challenges in recent semiconductor history.