As we see fourth quarter, we're still going to be a constraint in our customers' growth, which is absolutely where we do not want to be. But with the higher demand, we will be constraining their growth in the fourth quarter.
But as we go into 2020, our expectations are, we'll add another 25% capacity both for 14 and 10 and that we will have particularly for PC client we expect to be able to do a mid-to-high single-digit unit volume growth next year and that we don't expect the market to grow that fast. But we got to have just more inventory buffers, so we're there when our customers need it. So Q4 will be a little challenging and 2020, we expect to be able to rectify things.
Intel: Extra 25 percent capacity for 14nm and 10nm on the way
Posted on Friday, October 25 2019 @ 14:44 CEST by Thomas De Maesschalck