Intel is reportedly facing significant chip shortages while prioritizing AI server processors over consumer parts. The company’s next-generation Panther Lake processors will see limited availability with a gradual 2026 rollout amid yield challenges.
Intel’s Strategic Pivot to AI Amid Supply Constraints
Intel is navigating significant supply challenges while strategically shifting focus toward artificial intelligence processors, according to recent earnings call discussions. Company executives reportedly indicated that chip shortages are expected to peak in the first quarter of 2026, prompting a prioritization of AI server chips over certain consumer processors. This repositioning comes as the PC industry anticipates its strongest growth since 2021, driven partially by Windows 10’s approaching end-of-life.