Demand for Intel's processors for client and data center applications was on the rise in the third quarter of 2025, but the company could not fully capitalize on it as it faced numerous supply shortages across its business, which included shortages of its own production capacity and an industry-wide shortage of substrates, which will persist into 2026. The company is prioritizing the supply of data center CPUs, but going forward, it also plans to adjust the pricing of its products, which means increased prices of previous-generation client CPUs.
"Capacity constraints, especially on Intel 10 and Intel 7, limited our ability to fully meet demand in Q3 for both data center and client products," said David Zinsner, chief financial officer of Intel, during the company's conference call with analysts and investors.
