Intel's Q3 earnings delivered a solid number , but a few interesting things are happening at Intel's Fabs that aren't related to any leading-edge node production. According to Intel CFO David Zinsner, "In Q3, Intel Foundry delivered Intel 10 and 7 volume above expectations," indicating that demand for Intel's products built on these nodes is significantly exceeding supply. Zinsner noted, "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," suggesting strong demand for Core and Xeon processors built on these nodes.

Intel first introduced Intel 7 node, previously known as 10 nm Enhanced SuperFin, with 12th Generation "Alder Lake." However, that is now discontinued and Intel continues to ship 13th Generation "Raptor Lake" and 14th Generation Core "Raptor Lake Refresh" client CPUs on the Intel 7 node. For Xeon server chips, the company uses the Intel 7 node for the 4th Generation "Sapphire Rapids," 5th Generation "Emerald Rapids" Xeon Scalable and manufactures the I/O die for the latest "Granite Rapids" Xeon 6, where the compute dies are made on the Intel 3 node. High demand from the gaming sector for 13th and 14th Gen gaming CPUs, along with strong demand for Xeon processors, has created a manufacturing bottleneck. Intel will prioritize delivering data center products first and gaming products second.