Last month Intel CEO Bob Swan said that Intel would be able to meet CPU demand ‘as we exit the second quarter’.
“We expect supply-demand balance to improve by mid-year, ” said Swan.
Swan indicated that Intel is prioritising server chips.
So the shortage of PC CPUs is the direct result of heavy demand for 14nm Xeon server CPUs.
For Q2, however, Digitimes reports that shortages of PC CPUs will get worse because of high demand for Chromebooks.
The shortages are now into their eighth month with HP, Lenovo and Dell
reporting shortfalls of 5%. Taiwan OEMs reported 10% shortfalls
AMD’s share in notebook CPUs has grown 9.8% Q1 2018 to
15.8% Q1 2019 and is expected to rise to 18% in Q2.
In Q3, with 25% more 14nm capacity coming on-stream in July/August, the shortages could be eliminated