Intel processor shortages to continue into 2Q19 says ASUS
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icedman
I cant see how there is a shortage now that Intel is even less competitive than it used to be in the past and there are plenty of ryzen CPU's available at much better prices.
m4dn355
umeng2002
"Shortages" keeping their prices up just when AMD starts being competitive or even beating them... sounds fishy.
Noisiv
One would think some of that demand increase for high-margin large-die Core and Xeon CPUs would spill over to AMD. Yet...
OTOH numbers don't lie.
(Q3 2018 Financial results)
Are you implying that shortages are artificial, or even worse - a complete lie?
That on top of Intel losing market share to AMD, Intel is hellbent on purposely losing even more market by jacking up prices and withholding their products?
Where is the logic in that?
Kaarme
How does TSMC have so much capacity that now they are even manufacturing for Intel as well? It's weird Intel can't handle even its own products while TSMC can handle God only knows how many, including the likes of Apple, Nvidia, and newest AMD ones.
BLEH!
Fingers crossed this is a chance for AMD to catch up...
D3M1G0D
Embra
Not having 10 nm working and going gang busters is really going to hurt them.
AMD also most went under from delays and missed expectations from fabs, not that Intel is in that sort of trouble.
waltc3
It would appear that while AMD is skipping 10nm and going straight to 7nm, that Intel has already spent lots of money and time trying for 10nm. Retooling fabs for new production processes is hugely expensive and excessively time consuming. Intel management is nothing if not stubborn--it took Intel many years to realize they weren't going to succeed at running AMD out of business, after all--you almost can't blame the company for that sort of thing, considering how successfully Intel ran every other x86 cpu manufacturer out of business with the same kind of tactics. So Intel apparently feels it has put too much into 10nm to abandon it just yet. We shall see...;)
NewTRUMP Order
Their "shortage" is a well orchestrated supply and demand control. So they won't have a glut of 14nm stock to move when they finally go to 10nm market. Plus with a perceived shortage of Intel cpu's, their 10nm cpu's will fly off the shelves.
H83
schmidtbag
Here's what I don't get:
To my knowledge, there are still plenty of Skylake and Kaby Lake models in stock. They have pretty much the same IPC as 8th and 9th gen parts. If something with the proper core count is still in stock, why aren't people just buying those instead?
I understand the point made here, but in another perspective, that's bad news for Intel in the sense that someone looking to make a new purchase now won't be able to, and is forced to go to a competitor (not necessarily AMD). In other words, Intel might have the benefit of selling everything they make, but there are also potential sales they won't be making either.
Embra
@schmidtbag : If Intel was not so stubborn about there pricing, the would be selling the "older" cpus.
A slight discount would sell them I think.
schmidtbag
H83
schmidtbag
D3M1G0D
schmidtbag
chispy
No wonder there is not a single i9 9900k to be found in US 😏, you cannot buy it anywhere right now. I got lucky and snatch one from Amazon on early pre-order , as of now the next batch should arrived at Amazon by end of December or early days of January 2019 as per their own customer reps that's what they told me.
NaturalViolence