Intel expects its Israeli factory shutdown to reduce fourth-quarter 10-nanometer server CPU shipments.

Intel’s chief executive said the Israeli factory shutdown would affect Q4 shipments of 10-nanometer server central processing units (CPUs). The warning concerns a specific manufacturing process and shipment period; it does not establish a reduction in every Intel server-product line.

Other supplied coverage reported a fire at the Israeli factory and said raw-material shortages were also constraining server supply. Intel separately identified an industry-wide shortage of advanced organic substrates for its Embedded Multi-die Interconnect Bridge (EMIB) packaging as a restriction on output expansion.

Intel reported $7.32 billion in Q3 Data Center and AI revenue, against the $6.67 billion estimate carried by financialjuice. Its chief financial officer nevertheless forecast approximately 15% sequential growth for that segment in Q4, a management projection rather than an achieved result.

Company-wide Q4 guidance was $15 billion–$16 billion in revenue, versus a reported $17.05 billion estimate, and $0.25 adjusted earnings per share, versus $0.43 expected. The sources also identify weak PC demand and memory constraints, so the full guidance shortfall cannot be assigned solely to the Israeli shutdown.