Intel Shortage To Intensify Soon, Good For AMD – DigiTimes Reports

14nm CPU Intel Shortage To Intensify next quarter and Intel continues to be plagued by its 14nm chip production shortage, a byproduct of record demand and a delayed 10nm manufacturing process.

Intel’s production shortfall has led to a windfall of sales for AMD’s low-end processors, helping the company register a sharp increase in market share in the first quarter of 2019. AMD recently introduced new Bristol Ridge A-Series processors to tackle the Chromebook market for the first time, setting the stage for more possible share gains in the second quarter. AMD has also broadened its notebook assault with new H-Series processors for the high-end and bolstered its mainstream lineup with a refresh of its Ryzen Mobile 3, 5, and 7 series CPUs.

The publication (DigiTimes) also noted shortages of the Amber Lake processors that power Apple’s MacBook Air. It also claimed that Lenovo measured its chip shortfall in the hundreds of thousands. Third-party notebook manufacturers have also reportedly been impacted heavily by the shortages.

Intel has announced several large investments to bolster its production capacity, with multi-billion-dollar fab expansions planned for its D1X fab in Oregon, along with expansions to its Israel and Ireland fabs. While Intel hasn’t provided specific details about the expansions, including which process nodes the fabs will produce or a timeline for the new production lines to begin producing silicon, DigiTimes predicts the increased capacity will come online in the second half of 2019, boosting Intel’s overall capacity by 25 percent and ending its production woes. Tomshardware reports.

Reported earlier:

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, stocks, technology

 

Mohsen Daemi
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