| Re:Was ist bei Intel kaputt? |  |
>Die Coffee Lake Preise haben sich in den letzten Wochen durchweg fast um 100€ erhöht (8700K 490€) und die Vorbestellerpreise für 9900k/9700k/9600k sind fast schon absurd
[https://www.tomshardware.com/news/14nm-processor-intel-shortage-9000-series,37746.html]
The company cited an unexpected $4.5 billion increase in demand as a key contributor, but other aspects, such as the delay of the company's 10nm node, likely play a role. Planning silicon production capacity is a multi-year process that involves getting the production facilities and tooling in place for mass production, but Intel fully planned to be in high volume production of 10nm processors at this point. As a result, the delayed 10nm process has likely exacerbated production challenges by pushing more unanticipated demand back to the 14nm production lines.
DigiTimes reported on September 1 that Acer chairman and CEO Jason Chen confirmed that tight supply of Intel's 14nm processors is already impacting supply chains. CP Wong, president of notebook ODM Compal Electronics, also told DigiTimes that 14nm supply issues could have more of an impact on the PC industry during the latter half of the year than the U.S.-China trade war.
Intel is known to prioritize high-volume customers, like large OEM and ODMs, during supply shortfalls, meaning it diverts limited supply to high-volume customers first. Intel's struggles to fill those prioritized orders could be an ominous sign for the retail market.
Intel also recently launched its Whiskey Lake and Amber Lake processors. As with all launches, that required a significant production ramp to meet initial demand. That ramp is occurring as Intel is also bringing production of its 14nm XMM 7560 modems online for Apple during the second half of this year. The new Apple contract, which consists of millions of modems for iPhones, will certainly be a top priority at Intel's fabs.
Much of the 14nm demand also stems from Intel's data center business, which grew 27 percent quarter-over-quarter. The company is shipping its Purley platform and preparing for the Cascade Lake Xeons that arrive this year. These large processors range up to 28 cores, which reduces the number of die Intel can harvest per wafer, thus reducing overall supply. Intel's current Coffee Lake lineup and the forthcoming 9000-series processors feature more cores that previous-gen models, again chewing into more of the company's wafer output.