Rumor

Intel's 2026 CapEx Projected Flat Amidst Tight PC/Server Capacity, TSMC Lunar Lake Production to Scale

Thursday, December 11, 2025 at 10:47 AM

Intel's calendar year 2026 capital expenditure is expected to remain relatively flat, with the spending primarily focused on building capacity for 2027. The company is currently facing tight capacity across its PC and server segments, leading to plans to increase TSMC-manufactured Lunar Lake production next year to ease server constraints.

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