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Intel10-Q: Supply chain disruption

Intel commits $3.3 billion through 2027 to address substrate and component shortages

What happened

In response to industry shortages of substrates and other components, Intel entered into long-term supplier agreements involving $1.2 billion in prepayments during YTD 2026 and committed approximately $3.3 billion to be paid by the end of 2027 under two subsequent agreements.

Source

SEC EDGAROct 29, 2026

Quarterly report (Form 10-Q)

Intel 10-Q for Quarter ended Sep 26, 2026

Filing excerpt

In response to industry shortages of substrates and other components and to support long-term customer arrangements, we continue to enter into long-term agreements with suppliers to secure component supply. Some of these supply arrangements involve prepayments, of which $1.2 billion were made in YTD 2026. Subsequent to Q3 2026, we entered into two agreements to secure future substrate supply. These agreements are expected to accelerate cash outflows in the near term, and we estimate that approximately $3.3 billion of the associated commitments will be paid by the end of 2027.

sec.gov/Archives/edgar/data/50863/000005086326000191/intc-20260926.htmRead the full source

Other signals in this filing (4)

Extracted by Autobound

From the Signal API record
Signal
10-Q: Supply chain disruption

What this signalsFilings often name leadership changes, deals and spending plans.

Period
Quarter ended Sep 26, 2026
Fiscal year end
09/26
Filed
Oct 29, 2026

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The full record

From the Signal API record

Numbers

Dollar figure
$3.3B (commitments for future substrate supply to be paid by the end of 2027)

Details

CIK
50863
Accession number
0000050863-26-000191
Timeframe
Next year
Quarter
Q3
Filing year
2026
Period end date
Sep 26, 2026
Why it matters
Supply chain tools urgently needed
Signal category
Operations

Topics and mentions

Technologies

  • substrates

Extraction

Confidence
High
Relevance
85%
Sentiment
Negative
Detected
Nov 3, 2026
signal_type
sec-10q
signal_subtype
supplyChainDisruption

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The API returns more than this page shows

This page shows a preview. The full sec-10q record in the Signal API and MCP can also have these 8 fields. Some fields are empty for some signals.

Company

  • linkedin_urlValue in the API
  • industriesValue in the API
  • employee_count_lowValue in the API
  • employee_count_highValue in the API
  • revenueValue in the API
  • descriptionValue in the API

Signal

  • signal_nameValue in the API
  • associationValue in the API
Show the full JSONThe record on this page and the API request

GET /v1/signals/8257a416-a50a-4f9f-a2ec-32bf7efe915a returns this record as JSON. POST /v1/companies/enrich returns every signal for intel.com.

{
  "signal_id": "8257a416-a50a-4f9f-a2ec-32bf7efe915a",
  "signal_type": "sec-10q",
  "signal_subtype": "supplyChainDisruption",
  "detected_at": "2026-11-03T07:08:03.997+00:00",
  "company": {
    "name": "Intel",
    "domain": "intel.com"
  },
  "data": {
    "detail": "In response to industry shortages of substrates and other components, Intel entered into long-term supplier agreements involving $1.2 billion in prepayments during YTD 2026 and committed approximately $3.3 billion to be paid by the end of 2027 under two subsequent agreements. Vendors offering advanced packaging, substrate capacity, or supply chain resilience solutions may find high engagement.",
    "metrics": {
      "timeframe": "next_year",
      "dollar_context": "commitments for future substrate supply to be paid by the end of 2027",
      "dollar_millions": 3300
    },
    "quarter": "Q3",
    "summary": "Intel commits $3.3 billion through 2027 to address substrate and component shortages",
    "excerpts": "In response to industry shortages of substrates and other components and to support long-term customer arrangements, we continue to enter into long-term agreements with suppliers to secure component supply. Some of these supply arrangements involve prepayments, of which $1.2 billion were made in YTD 2026. Subsequent to Q3 2026, we entered into two agreements to secure future substrate supply. These agreements are expected to accelerate cash outflows in the near term, and we estimate that approximately $3.3 billion of the associated commitments will be paid by the end of 2027.",
    "relevance": 0.85,
    "sentiment": "negative",
    "confidence": "high",
    "source_url": "https://www.sec.gov/Archives/edgar/data/50863/000005086326000191/intc-20260926.htm",
    "filing_date": "2026-10-29",
    "filing_year": 2026,
    "fiscal_year": 2026,
    "fiscal_year_end": "09/26",
    "period_end_date": "2026-09-26",
    "sales_relevance": "Supply chain tools urgently needed",
    "signal_category": "operations",
    "technologies_mentioned": [
      "substrates"
    ]
  }
}

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