According to the latest forecast by the industry chain, the out-of-stock situation of Intel processors will be more prominent in the second quarter of this year. At that time, AMD processors will be in the mobile market. It is expected that AMD’s notebook market share will rise up to 18% in the second quarter of 2019.
The shortage of Intel processors has actually started since the second half of last year and since the beginning of this year, the situation is not getting any better. Previously, Navin Shenoy, Intel’s executive vice president and general manager of its data center business unit, said that the company will do everything possible to avoid 14nm capacity shortages in the future, in other words, the next 10nm, 7nm and other nodes will guarantee capacity.
Intel’s current notice is that the 10nm processor will be available at the end of this year, but the first batch is mainly mobile, and the server and desktop version of the Ice Lake processor will be mass-produced by 2020. Intel has repeatedly responded to 14nm capacity shortages. Last year, they added an additional $1.5 billion in capital expenditures, mainly to increase 14nm capacity. In December last year, Intel announced the expansion of its fab capacity in Oregon, Israel, and Ireland. In the future, this will greatly alleviate the shortage of supply and shorten the supply time by more than 60%.