We are in the midst of a semiconductor shortage and so far all the major foundries have reported supply problems … except Intel. Following its track record, the company has launched its Rocket Lake-S processors like nothing else, they’ve hit stores without a hitch, sales are on track and everything seems to be going well, right?
Intel is also hit by shortages: no substrates for its processors
According to sources, Intel appealed to its key partners to tell it that it was also suffering from not having enough substrates available.
The announcement is months away, as Intel appears to still have substrates and the CPU allocations for Rocket Lake are still good, with prices close to MSRP, but that’s just the tip of the iceberg. Rocket Lake’s Q2 allocations will be affected by the shortage, with processors hit the hardest. Core i9, i7 and i5
The good thing about Intel is that it doesn’t have TSMC’s issues, since it manages supply and doesn’t have capacity issues, which Taiwanese have been facing for months with no apparent solution. Therefore, there will be a stock of Rocket Lake CPUs for the first quarter and start to increase in the second, with a possible impact in the middle of the year.
A great demand… without a great supply?
Intel was asked about these issues for putting white on black, and the statements were as follows:
As we said in the Financial Outlook and in the March 23 press release, demand for semiconductors and Intel products is very strong. We have expanded our capacity to meet this demand and as a result we plan to increase the annual CPU supply to our customers by two digits year after year compared to 2020. However, the unprecedented global demand for semiconductor components and substrates is a challenge for many industries, including our own.
We are actively working with our supply chain partners to increase the availability of third-party materials and components to further improve the production of our processors and also support the wider PC ecosystem. We remain focused on supporting our customers and will continue to work to increase the offer to meet the needs of our customers.
As if that wasn’t enough, Shin-Etsu and Global Waters they work 100% for 300mm wafers, which means there is no possibility to increase the supply, so regardless of Intel’s burn capacity, no wafers, there is no there are no chips. So there is little that Intel and TSMC can do to create more chips and it all comes down to waiting for supply and demand to stabilize, something complicated given the cryptocurrency and crypto industry. servers.