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 intel har endnu ikke løst sine forsyningsudfordringer: top executive - Intel

Intel har endnu ikke løst sine udbudsudfordringer: Top Executive

Intel executive vice-president and general manager for sales, marketing, and communications, Michelle Johnston Holthaus, in a letter addressing the company's customers and partners, expressed regret that the company hasn't been able to resolve the challenge of PC CPU supply falling behind market growth (demand) despite its 'best efforts.' She elaborated on these efforts by summarizing additional billions of dollars in capital-expenditure the company spent in retrofitting its facilities to 14 nm fabs. The added capacity increased Intel's output in 2H 2019 by a 'double digit' percentage compared to 1H, however, even that proved insufficient to cope with market demand. 'Sustained market growth in 2019 has outpaced (Intel's) efforts and exceeded third-party forecasts,' she said.

'Forsyningen forbliver ekstremt stram i vores pc-forretning, hvor vi opererer med begrænsede lagerbuffere. Dette gør os mindre i stand til at absorbere virkningen af ​​enhver produktionsvariabilitet, som vi har oplevet i kvartalet. Dette har resulteret i forsinkelsesforsinkelser, du oplever, hvilket vi værdsætter skaber betydelige udfordringer for din virksomhed, 'tilføjede hun, og henviste sandsynligvis til den store portefølje af snesevis af SKU'er af produkter, der endnu ikke er EOL, men deler de samme 14 nm knude. Intel implementerede sine produktrepræsentanter for proaktivt at nå ud til alle deres kunder for at 'besvare deres spørgsmål'. Dette er sandsynligvis en anden måde at sige 'at beholde dine forretninger'. Intel er sammensat på to fronter: For at få dets 14 nm forsyning til at holde trit med efterspørgslen; og til kvantitativ overgang til den nyere 10 nm-proces.
Source: Intel