From PC World: Although the supply of Intel CPUs is improving, demand is still outstripping supply, Intel executives told Wall Street analysts Tuesday afternoon. The company is also planning for PC demand to fall, driven by component shortages that are driving prices higher.
In January, Intel reported shortages of both PC and server processors and told investors then that it will be prioritizing silicon for higher-margin server products. That went hand in hand with reports of CPU shortages, period, including server makers.
On Tuesday, Intel executives said those shortages remain, but the company is beginning to ramp up its output and will continue to do so throughout the year.
“Supply will go up in the second quarter,” Intel chief financial officer David Zinsner told Wall Street analysts in its first quarter 2026 conference call. “It is going to go up every quarter now going forward. We were certainly at our lowest point in terms of supply in the first quarter relative to the rest of the year.”
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