HP & Lenovo executives: Intel’s CPU shortage to continue for 6 more months

They have recommended AMD as an alternative thanks to their “good performance” and “fantastic portfolio.”

Shortage of 14nm CPUs from Intel is going to last, and according to HP CEO Dion Weisler and Lenovo COO Gianfranco Lanci this will continue for another 6 months. With HP and Lenovo outright recommending AMD’s products amidst this CPU shortage, AMD could potentially have a very good next 6 months.

Speaking in Barcelona at the Canalys Channels Forum, HP CEO Dion Weisler said it is “unfortunate” when any PC component is in short supply, such as the ongoing DRAM shortage which has no end in sight. Weisler said the shortage of Intel CPUs is likely to affect smaller rather than larger partners, and suggested AMD as an alternative, saying:

AMD has got a fantastic portfolio. They are really strong now.

Lenovo COO Gianfranco Lanci expressed similar opinions and agreed with the 6 month timeframe for the shortage. He specified that the lack of purchasing power on the part of smaller PC vendors would be the most limiting factor for acquiring Intel CPUs as they are in such high demand and short supply. The Lenovo executive echoed Dion Weisler, saying:

I agree that AMD is going to be a good alternative in terms of performance, it’s a good alternative in terms of supply.

Intel’s CFO and interim CEO Bob Swan promised to invest $1 billion into 14nm production, however according to HP and Lenovo executives, that will not prevent the shortage from lasting for 6 months according to their own estimates.

AMD is already dominating the top sellers in amazon maybe the recent shortage is also contributing to that. Read more here:

AMD vs Intel | AMD Now Dominates Amazon Best Sellers in Computer CPU Processors

AMD’s Opportunity & Intel’s loss | Intel’s Serious CPU shortage to last beyond Q1 2019

 

 

Tags: Amd, amd stocks, CPUs, Finance, Intc, intel, intel stocks, JP Morgan, stocks, technology

Mohsen Daemi
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