Intel’s Operational Crisis Deepens as Supply Woes Extend to 2026

Intel is navigating a perfect storm of internal challenges and external pressures, with recent executive appointments and a high-profile partnership failing to provide immediate relief. The chipmaker’s struggles intensified following revelations at a recent technology conference, where company officials disclosed that supply constraints will not ease but are instead projected to worsen through the first quarter of 2026.

During the Global Technology Conference on November 18, 2025, John Pitzer, Intel’s Corporate Vice President of Investor Relations, delivered sobering news about the company’s ongoing supply difficulties. The massive shortages that already impacted third-quarter 2025 revenue are expected to intensify, reaching their peak in early 2026 rather than showing signs of improvement.

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