Stefan Mileschin

During its earnings call with analysts and investors, ASUS commented that while the tight supply of Intel’s processors persisted, it is no longer as severe as it was in late 2018. The company said that based on claims of the chipmaker, it did not expect CPU shortages in Q1 2020, but the situation with Q2 2020 remained unclear. Meanwhile, to lessen the impact of insufficient supply from Intel, ASUS now offers more AMD-based products.

Intel has increased its 14 nm production capacity in terms of wafer starts per month (WSPM) by 25% in 2019 as compared to 2018, yet the company admits that its backlogged status will persist in the fourth quarter of this year, so not all of its partners will get all the chips they want. The world’s largest supplier of processors continues to give priority to production of server and higher-end client processors, so the situation with supply of entry-level products continues to be uncertain. Since ASUS is focused primarily on premium products, it was not affected by shortages of Intel’s inexpensive processors as severely as its peers who have more numerous inexpensive offerings in their lineups, though there was still some negative impact on the company.

https://www.anandtech.com/show/15114...e-is-uncertain