Dell izjavljuje Intel zbog nedostatka procesora koji utječu na cijelu godinu prognozu prihoda za 2019. godinu



PC major Dell in its quarterly results call blamed Intel for cuts in its revenue forecast for 2019 (full year) sales. 'Intel CPU shortages have worsened qtr-over-qtr, impacting our commercial PC and premium consumer PC Q4 forecasted shipments,' said Dell COO Jeffrey Clarke. Intel's CPU shortages are caused due to demand in the PC and server markets significantly outpacing supply, and not because Intel is supplying below its capacity. The company increased its capex toward manufacturer by $1 billion YoY, retrofitting its manufacturing facilities to make 14 nm processors, all while juggling resources to execute its 10 nm rollout for high-volume mobile and high-margin server processors.

Tvrtka još nije lansirala 10 nm desktop ili HEDT procesore, a navodno priprema još 14 nm liniju procesora za ove platforme, kodnog naziva 'Comet Lake'. Ova mikroarhitektura također je vidjela mobilni program za glavne mobilne faktore oblika, dok je Intel fokusirao 10 nm 'Ledenog jezera' za ultraportabilne i ultra faktore male snage. Intel-ov izvršni potpredsjednik prodaje Michelle Johnston Holthaus nedavno je napisao pismo kupcima (prvenstveno tvrtkama poput Dell-a), obavještavajući ih da, unatoč njihovim naporima, potražnja i dalje nadmašuje opskrbu i da nisu uspjeli riješiti svoje probleme s opskrbom.
Source: Reuters