INTEL'S FAB 28 EXPLOSION COSTS ABOUT $600M IN REVENUE AND SQUEEZES 10NM XEON SUPPLY INTO 2027

Summary from the TLDR Hardware newsletter

On October 14, an explosion at Intel's Fab 28 in Kiryat Gat, Israel, killed two workers and halted the plant for about two weeks. The fab makes 10nm-class server chips such as Xeon 6 I/O dies, and Intel expects about $600 million in lost revenue across Q4 and Q1. Wafers take roughly six months to finish, so scrapped work delays supply into 2027 on top of an already tight server market.