인텔의 이스라엘 Fab 28 공장에서 발생한 치명적인 폭발로 인해 2주간의 가동 중단이 불가피해졌으며, 추정 피해액은 6억 달러에 달한다. 서버용 CPU 출하량은 2개 분기 연속 영향을 받을 것으로 예상된다.

The explosion at Intel's Fab 28 near Kiryat Gat, Israel, earlier this month forced the company to shut down the entire facility for two weeks. Intel now expects the shutdown to cost approximately $600 million in lost revenue over two quarters. The disruption is expected to affect server processors manufactured using Intel's 10nm-class process technologies and will reduce the company's shipments in both the fourth quarter of 2026 and the first quarter of 2027.

"In Israel, we have been shut down for about two weeks," said Dave Zinsner, Intel's chief financial officer, during the company's earnings call. "We feel like we are going to be starting up production here by the end of this week."