Intel's Chief Financial Officer, Dave Zinsner, announced that the company is facing significant CPU shortages on its Intel 10 and 7 nodes as demand continues to outpace supply, with these constraints expected to persist into 2026. The company does not plan to expand capacity for these specific nodes and is instead working to redirect customers to other products. The shortages are particularly tight for data center and client products. This news emerged following Intel's third-quarter earnings report, where the company reported revenue of $13.7 billion, exceeding the higher end of its guidance. Zinsner indicated that the supply situation is expected to be especially severe in the first quarter of the coming year after operating with limited inventory in the latter part of this year. Broader industry issues, such as substrate shortages, are also contributing to the supply challenges.