Here we go again. Reports are coming in that Intel is once more struggling to cope with the amount of 14nm chips it needs to fill demand for all its desktop, mobile, server, and chipset silicon across almost the entirety of its range. But hey, at least it doesn’t seem to have capacity issues for its 10nm Ice Lake CPUs, last time I checked the production lines in Israel it looked pretty chill… It seems to be a common thread recently, with TSMC rumoured to also be struggling to meet the demand of its leading edge production process at 7nm. That should be more an issue for newcomers and not people with existing contracts. The stretching of TSMC’s 7nm lead time from two months to six months, however, could be a big deal for any requested extra production capacity needed in the future. Almost unrelated, but potentially relatable in the future, is AMD itself delaying product while it gets its own production schedules in order. It is, of course, using TSMC’s 7nm process to fill out the stock of its Ryzen CPUs, but the delay to releasing its Ryzen 9 3950X, from September to November, is likely more about putting all its focus into getting enough stock in the channel to meet the rest of the Ryzen 3000 demand. After all, there will be more Ryzen 3600 CPUs sold than Ryzen 3950X chips.
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