Intel increases equipment orders as server demand exceeds supply

T2Covered by 1 source · first reported by JP/KR/TW: Korea Herald / Taipei Times / DigiTimes at 30 Oct, 01:29 UTC

Intel's server expansion is drawing equipment and materials suppliers into a capacity push, but the benefits will arrive in stages. Management's October 29 earnings-call comments identified three distinct constraints: wafer production, packaging substrates, and lost output from its disrupted Israel…