The AMD competition is a testament to Intel's few problems, however the company, because it is clearly more important to eliminate CPU shortages than to focus directly on competing with Lisa Su & # 39; s.
It also means that the shortfall gained since 2018 is clearly the accounts of many of its partners, who are heading to a stock shortage tournament that can be claimed by the blue champion.
Intel intones "mea culpa" by Bob Swan
In the discussion given to you Bloomberg in the United States, The Swan He acknowledged his responsibility for all the problem generated by the lack of processors and somehow apologized.
Demand has exceeded all Intel forecasts and the steps taken last year were once again without a problem, raising as many shortages as possible.
Swwan took the blame for personally taking the issue, but at the same time stressed that Intel could eventually take steps to fix these types of errors and thus regain the customer's trust.
These expressions are the same as indirect, because. In what ways does Bob Swan refer specifically? And most of all, why aren't they taken or already taking?
The shortage will end at 14 nm, which is 10 nm better than expected
The steps Intel will take are already known: it plans to increase its production capacity dramatically 25% and with it it will end up with a total CPU shortage. Although there are nuances, because the Swanans say this inflation will be based largely on market demand.
That is, Intel is planning a 14 nm expansion that will only come from existing demand, where reservations will be built.
In addition to this, the company is focusing on its new 10 nm lithographic process, where they increase their production capacity. Wan confirmed that in the last 5 months (year and 3 months) the capacity of the new route has been better than expected.
These expressions are in direct conflict with what we see in stores, where laptops have processors Ice lake-u They come with a drop account and when the need is very high.
On average, Intel is now in the market and according to the countries where we look at CPUs of up to 9 of 10 nm, so its size or difficulty in design should not be a problem in itself.
All of this can only be understood from a single perspective: Intel expected very little production in its 10 nm lithographic process and eventually had better prices, which at the time were insufficient.
Will the company eliminate the shortage at 14 nm starting with the 10 nm shortage?
