AnandTech writes Intel's customers are now suffering financial damage from the shortages because they will not be able to meet previously set sales targets:
Here is what Jeffrey Clarke, COO of Dell, had to say:Similarly, HP noted the shortages could hit its revenue.
“Intel CPU shortages have worsened quarter-over-quarter the shortages are now impacting our commercial PC and premium consumer PC Q4 forecasted shipments.”
Even though Intel’s supply and demand balance is not favorable to makers of systems, Dell’s PC business revenue was on the rise in Q3 increasing to $11.4 billion by 5% year-over-year. Sales of commercial PCs were up 9% to $8.3 billion, whereas shipments of consumer computers were up 6% to $3.1 billion.