dell opfordrer Intel til cpu-mangel, der påvirker det forventede indtægter for hele året - Dell

Dell opfordrer Intel til CPU-mangel, der påvirker den forventede prognose for hele året



PC major Dell in its quarterly results call blamed Intel for cuts in its revenue forecast for 2019 (full year) sales. 'Intel CPU shortages have worsened qtr-over-qtr, impacting our commercial PC and premium consumer PC Q4 forecasted shipments,' said Dell COO Jeffrey Clarke. Intel's CPU shortages are caused due to demand in the PC and server markets significantly outpacing supply, and not because Intel is supplying below its capacity. The company increased its capex toward manufacturer by $1 billion YoY, retrofitting its manufacturing facilities to make 14 nm processors, all while juggling resources to execute its 10 nm rollout for high-volume mobile and high-margin server processors.

Virksomheden har ikke lanceret 10 nm desktop- eller HEDT-processorer endnu, og skal efter sigende forberede endnu en 14 nm linje af processorer til disse platforme, der kaldes 'Comet Lake'. Denne mikroarkitektur har også set en mobil udrulning af mainstream mobile formfaktorer, mens Intel fokuserede 10 nm 'Ice Lake' for ultraportables og ultra low-power form-faktorer. Intels eksekutivdirektør for salg Michelle Johnston Holthaus skrev for nylig et brev til sine kunder (primært virksomheder som Dell) for at informere dem om, at trods deres bedste indsats fortsætter efterspørgslen med at slå udbudet, og at de ikke havde formået at løse deres forsyningsproblemer.
Source: Reuters