This is bad news for Intel, coming as it is in the wake of price cuts on their high-end desktop processors and intense competition from AMD. According to major execs working at PC OEMs, the current shortage of 14nm Intel parts is expected to stay.
This is in contrast to what Intel themselves said, as they’d mentioned that the shortage was to end by the end of this quarter.
Intel themselves stayed quiet about it, but execs at OEMs have been talking. In an interview with The Register, Alex Cho from HP said that the shortage affected multiple sectors in Intel’s CPU manufacturing. He went on to say that it would affect all their products and not just processors.
How soon will the shortage be rectified? Can this even be done in time? Canalys CEO Steve Brazier wasn’t too optimistic. He says that if the shortage stems from issues with the underlying architecture, it’s not possible to be in control of the timing of the shortage. Another factor contributing to the 14nm shortage is that Intel is looking to get away from the process node as quickly as possible. Intel’s been shifting resources towards products on the 10nm and 7nm process nodes to stay on track with their roadmap. All in all, this represents a critical opportunity for AMD to secure some more market share. They can coax both consumers as well as major OEMs to adopt the new Ryzen 3000 CPUs. We’ll see how this plays out in the months to come.