由于需求高,英特尔公司面临老节点的芯片持续短缺,供应问题预计将到2026年。 Intel faces ongoing chip shortages for older nodes due to high demand, with supply issues expected into 2026.

由于企业升级到Windows 11以及扩大AI驱动的数据中心,对Intel 10和Intel 7这些老式制造节点的需求激增,Intel目前面临芯片短缺问题。 Intel is facing ongoing chip shortages for its older manufacturing nodes, Intel 10 and Intel 7, due to surging demand from businesses upgrading to Windows 11 and expanding AI-driven data centers. 尽管报告财务结果有所改善并恢复了盈利能力,但预计2026年的供应限制将持续到2026年,将高边际服务器CPU的生产置于消费芯片之上。 Despite reporting improved financial results and a return to profitability, supply constraints are expected to persist into 2026, with production prioritized for high-margin server CPUs over consumer chips. 该公司正在通过价格调整和产品组合变化来管理需求,而新的以AI为重点的加工商如豹湖和诺瓦湖将于2025年底和2026年推出。 The company is managing demand through pricing adjustments and product mix changes, while new AI-focused processors like Panther Lake and Nova Lake are set to launch in late 2025 and 2026. 虽然英特尔公司继续投资于美国制造,并根据《CHIPS法》获得政府支持,但其铸造部门的挑战,包括推迟18A流程规模的扩大和来自TSMC的竞争,仍然是主要关切的问题。 Although Intel continues to invest in U.S. fabrication and has secured government support under the CHIPS Act, challenges in its foundry division, including delayed 18A process scaling and competition from TSMC, remain key concerns.