Posted on Wednesday, Nov 28 2018 @ 11:13 CET by Thomas De Maesschalck
DigiTimes
spoke to sources in the Taiwanese IC design supply chain and got to hear that the shortfall of Intel's 14nm processor supply may ease in Q1 2019. The shortage of Intel CPUs has disrupted the shipment schedule of Taiwanse PC and notebook ODMs, but a new wave of orders is expected before the Lunar New Year holidays in early February at the earliest.
The sources said that Intel's CPU supply shortfalls seen since the beginning of the third quarter 2018 have disrupted the shipment schedules of Taiwan PC and notebook ODMs. The US-China trade conflicts have further frustrated the supply chain players, including chipmakers, preventing them from enjoying the peak season effect in the third quarter.
