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Intel Addresses CPU Shortage: 'Supply Is Undoubtedly Tight' (crn.com)
Intel interim CEO Bob Swan publicly addressed the company's CPU shortage issue for the first time since July, when he acknowledged that meeting additional demand would be Intel's "biggest challenge." From a report: In a message posted to Intel's website Friday, Swan said the "surprising return" to growth in the PC market "has put pressure on [the company's] factory network." He added, "We're prioritizing the production of Intel Xeon and Intel Core processors so that collectively we can serve the high-performance segments of the market. That said, supply is undoubtedly tight, particularly at the entry-level of the PC market."
Intel partners and at least one distributor previously told CRN they were seeing a shortage of Intel's current generation, 14-nanometer CPUs, most notably in lower-end client processors.
Intel partners and at least one distributor previously told CRN they were seeing a shortage of Intel's current generation, 14-nanometer CPUs, most notably in lower-end client processors.
It is depending if the end users are willing to pay for it or not?
While typically Supply vs Demand means low supply will raise the price. However the Demand of AMD Chips may not coincide the Demand for Intel Chips. Or people are willing to wait for the Intel Chips to come out. Then we need to factor the rest of the supply chain.
Hobbyist who mash up parts to build their own PC, is a rather small market. Most of them are from the big Names, the Apple, Dell, HP, Lenovo... who have a big supply chain behind them. Having that XPS laptop switch from Intel to AMD, will need a different motherboard, which would have different shape heat considerations... So the case will need to be redesigned...
More likely other then switching to AMD, our PC's built for Intel would just be more expensive.
If something is so important that you feel the need to post it on the internet... It probably isn't that important.
Whats TIGHT is the NSA's hand up Intel's ASS. Fucking spyware os in our chips.
TIME TO DISENCORPORATE INTEL.
If only there was another processor you could purchase. A processor that is fast and affordable and competes directly with Intel Xeon and Core CPUs. Perhaps made by a company whose name rhymes with OMG...
AMD
Are there any hard numbers showing that this is caused by increased demand rather than constrained supply?
I expect that some of the previous-generation factories are in the process of being retooled for 10nm? Is that not how Intel does it? If it is, that would limit the supply of the 14nm chips without yet being able to make up the shortfall with 10nm chips.
Finally! A year of moderation! Ready for 2019?
"... supply is undoubtedly tight, particularly at the entry-level of the PC market".
Has anyone heard news of forthcoming Intel processors that have secure architectures and actually adhere to those architectures?
I am sure that there are many other solipsists out there.
So that people can stick to their old hardware for longer and give Intel more time to make new chips and get the bugs out of the smaller nodes. It's also time to give out some more x86 licenses so we don't just have AMD as a competitor. Cyrix/VIA need to come back.
intel needs lots of cpus to buy them off
I wonder how much of this supply crunch is suppliers building inventory into their supply chains to give a little room to maneuver in case tariffs or other trade barriers get put in place? I know being in the UK, I am building up more inventory than normal to hopefully give everything time to calm down if there is a cliff-edge brexit in six months time. Multiply this sort of behavior by all the businesses with international supply chains and you have shortages and an economic boom.
It will be quite interesting to see whether this boom morphs into something more sustainable (perhaps it is the confidence kick we have all needed?) or everything goes ugly in a few months time. I really cannot remember a period of time where the two possible economic outcomes were so dramatically different. Normally it is a little more growth or a little less, not 'end of lost decade' or 'global financial crisis round two'.
I'm afraid that used to be true, but it's not any more. The current flagship AMD offerings are pretty good, forcing Intel to dig deep and start throwing more cores on their dies, up the core voltages and deal with more heat to try and stay ahead.
We make a fuckton more money on $10,000 Xeons than the $50 Pentium CPU.
It seems like Intel bought into the whole "Post PC" nonsense. It would be interesting to find out if AMD was similarly hoodwinked, or whether it has a ready supply of both low end and high end processors to fill the vacuum left by Intel's mismanagement.
This is an opportunity for AMD to get much closer to Intel's magical 20% of the server market.
As many of us have said for the last several years, desktop PC's aren't going anywhere anytime soon. Mobile devices will augment, not replace, the desktop PC market. It is one of the many things that Star Trek accurately predicted back in the 1960's.
That's a problem for the industry in general as many parts come from China. Intel has one fab and one assembly plant in China but the fab makes NAND chips for their SSDs. Intel's problem isn't helped by tariffs but the bulk of their CPU problem right now is in other countries.
Well, there's spam egg sausage and spam, that's not got much spam in it.
From what I've seen, Intel cpus take a huge hit when those fixes are compiled in. From 8%-20% according to Phoronix. AMD cpus take a hit as well although much smaller. If you take into account those hits, AMD CPUs are faster even clock for clock.
"Lol I already stated that software / coding is my living, its hardware Im asking about"
Yet you're too stupid to know about intel deliberately fucking with compilers so that software would run SLOWER on AMD systems.
Not much of a living, did you start 3 months ago, child?
Give them a break, it takes time to produce CPU's with that many bugs, backdoors and loopholes and yet still mostly function as a CPU.
Yes, there isn't necessarily a correlation that a shortage of intel CPU's would result in increased AMD sales.
But that lack of correlation goes both ways. We simply don't know if it's having an affect either direction. My personal opinion is that based on recent stock moves and upgrades it has in fact had an impact in the sales channel on AMD shipments, or AMD chips are very popular in their own right, and it appears from monitoring retail channels that AMD is selling them as fast as they can make them but again that could be unrelated to the Intel supply problem, and just due to the popularity of the AMD chips.
Without direct access to both Intel and AMD sales numbers directly from both companies you can't know for certain. The number I would be most interested in would be at the major cloud providers. They account for almost 30% of the market for server chips at this point, their is only a handful of majors (Amazon, Google, Microsoft, etc) and they are not anchored to any particular silicon. The cloud providers can easily and seamlessly change chip vendors and even architectures with little impact to their business so they represent the best view into how good any server chips actually are. If you've got that data, share it.
I'm pretty suspicious about this "shortage".
First of all Intel has quite enough money to screw up their manufacturing on purpose without hurting too badly. Now, combine that with them "compensating" for this "shortfall" by buying manufacturing capacity from TSMC as seen in other news. The very same TSMC which is otherwise a major supplier for AMD.
Now, there's a nice anti-competitive mix which could prove quite deadly for AMD, all while providing all the necessary deniability for Intel.
Intel's 10nm process (essentially the same as other company's 7nm processes) is late and processors which were suppose to be produced on 10nm are late with it creating unanticipated demand on their 14nm process. The situation is bad enough that some newer Intel south bridges have been produced to older processes to free up capacity at 14nm.
I just bought a Ryzen, and was done with it.
Likewise.
I am sure that there are many other solipsists out there.