News Intel Admits CPU Shortages Will Persist Until 2nd Half of 2019

[Lucian Armasu]

In a conference call about Intel's earnings in the past quarter, the company's CEO admitted that the CPU shortages would continue until the second half of the year.

Intel Admits CPU Shortages Will Persist Until 2H19 : Read more

 

[mdd1963]

Wise way of wording things, which covers them for everything improving in perhaps as little as 65 days, or, ....perhaps...215 days...!

Now that the word is out no one will see desktop 10 nm CPUs until 2021, their word is pretty much...dirt.

 

[hannibal]

Most likely 10nm is doing just fine. The problem is that 14++++ is too good. So They Are getting quite good yealds From 10nm. But 10nm does not get as high speed as old 14nm does. So datacenters and laptops goes to 10nm in this year, because electricity usage is important. But desktops remain 14++++ proses because it is faster than new 10nm. By 2021 They hope than 10nm is near as fast as their 14+++ is now.

 

[InvalidError]

They Are getting quite good yealds From 10nm. But 10nm does not get as high speed as old 14nm does.

My bet is that Intel is prioritizing whatever likely limited 10nm capacity it has for higher-margin products than mainstream CPUs such as its 10nm Agilex FPGAs. This would explain why the allegedly leaked roadmaps don't have mainstream 10nm until 2022: most of the 10nm production until then is going elsewhere and once Intel gets 7nm into production, high-margin products will go 7nm while mainstream will get migrated to freed-up 10nm fabs.

Almost like Intel is planning an exit strategy from mainstream PCs, relegating them to secondary if not tertiary priority.

 

[cryoburner]

Most likely 10nm is doing just fine.

I wouldn't say that being multiple years late while still not likely meeting the performance levels of their old tech can be classified as "doing just fine".

Then again, maybe they have 10nm desktop CPUs on-track for next year, and this leak was distributed by them to encourage people to keep buying their existing CPUs in the mean time. : P

If their desktop processors do end up being stuck on 14nm for a couple more years, it could be interesting to see what happens with AMD's more competitive hardware in the mean time.

 

[DotNetMaster777]

Wait for new product ))) and check of its performance test !!!
Is there any information about expected price ?????

 

[InvalidError]

Is there any information about expected price ?????

If trends from the last couple of years hold up, expect 10-20% price bumps across the board especially if Intel bumps core/thread counts for a given product tier.