David Zinsner
CFO, Intel
“Industry is facing one of the most severe supply constraints in its history across leading-edge logic, silicon wafers, memory, and substrates. These shortages will persist for the foreseeable future.”
“Collectively, our AI-driven businesses grew greater than 70% year-over-year, including record data center growth, and contributed approximately 70% of revenue.”
“We expect PC consumption to be sub-seasonal in the second half of the year and down low double-digits percent for all of 2026, impacted by rising memory prices and constraints.”
“Given our confidence around next year, we must have pretty significant confidence in our customers, or we wouldn't be putting the POs in place today.”
David Zinsner
One-line summary: Intel CFO; on the Q2 2026 call framed the FY26/27 capex raise as customer-commitment-gated while admitting industry-wide supply constraints across leading-edge logic, wafers, memory, and substrates.
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Speaker-attributed claims extracted from diarized sources. Each bullet mirrors one entry in quotes: frontmatter — keep them in sync.
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On hbm-supply-bottleneck, us-fab-capacity-bottleneck:
"Industry is facing one of the most severe supply constraints in its history across leading-edge logic, silicon wafers, memory, and substrates. These shortages will persist for the foreseeable future." — 2026-07-23-earnings-intc-q2-fy2026 (2026-07-23)
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On us-fab-capacity-bottleneck:
"Collectively, our AI-driven businesses grew greater than 70% year-over-year, including record data center growth, and contributed approximately 70% of revenue." — 2026-07-23-earnings-intc-q2-fy2026 (2026-07-23)
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On memory-shock-to-oem-value-transfer:
"We expect PC consumption to be sub-seasonal in the second half of the year and down low double-digits percent for all of 2026, impacted by rising memory prices and constraints." — 2026-07-23-earnings-intc-q2-fy2026 (2026-07-23)
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On us-fab-capacity-bottleneck:
"Given our confidence around next year, we must have pretty significant confidence in our customers, or we wouldn't be putting the POs in place today." — 2026-07-23-earnings-intc-q2-fy2026 (2026-07-23)
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