In its pay-as-you-go conference call, Intel warned that the chip shortage is expected to continue in the third area However, the company has announced that the 10nm manufacturing process is improving faster than expected, with more 1
Intel's problematic migration to its 10nm manufacturing process has many implications in the computer industry. Gartner and IDC both believe that the decline in the PC market is partly due to a lack of processors. Companies like Microsoft have stated that their financial performance would have been better without the bottlenecks. At that time, Intel was expected to build a wide range of mainstream processors on its 10nm processors, reducing the pressure on its 14nm equipment. The delay to 10 nm prevented this.
The demand for 14 nm manufacturing capacity is so great that the company even had to go backwards in some areas. Most of the 300 Series chipsets introduced with the Coffee Lake processors are based on 14 nm. Last December, Intel released a new chipset for mainstream consumer and enterprise desktops with the B365. This chipset is based on the previous generation 22nm process to release a 14nm capacity. It is also believed that the company has released a 22 nm version of the H310 chipset called H310C. These steps allow the company to exploit its limited manufacturing capacity of 14 nm for higher margin chips than these chipsets. The company has also invested $ 1.5 billion in machinery to increase its 14nm production.
Even with these measures, demand exceeds supply and limits PC sales accordingly.
The end of this capacity limit, however, seems in sight. The company said it will be able to ship more 10nm parts than previously expected and is currently building a supply of 10nm U-Series Ice-Lake processors for PC OEMs, to be tested and validated. This means that 10nm systems may be delivered in the third quarter and certainly in time for the holiday season.