JP Morgan: Intel is running short of CPUs for sale
Intel may not be able to meet consumer demands in terms of chip sales soon, according to JP Morgan. This projection was made by Gokul Hariharan, an analyst who works on the Asia-Pacific area for the company. The predicted shortage will affect both laptops and desktops, and is expected to take effect in the last quarter of 2018. Hariharan has also indicated that it may reduce PC shipments by up to 7% in this quarter.
The possible shortage is thought to be related to Intel's transition to predominantly 10-nanometer (nm) processor manufacture. This may mean that making 14nm chips, even those for high-end PCs, is no longer a priority for the company. Intel is currently 3 years behind on its own schedule to deliver 10nm production. It had previously announced that this would be realized during the 2019 holiday season. AMD, on the other hand, is set to release 7nm chipsets by then.
Intel's share price went down by 0.1% on September 14, 2018, possibly on the strength of the new JP Morgan projection. Conversely, prominent financial analysts are also now tipping AMD to enhance its stock; it grew by a total of 7% on the 14th. On the other hand, the company's total valuation is still far behind that of Intel's, upcoming adversity notwithstanding.