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posted by mrpg on Thursday November 15 2018, @09:37PM   Printer-friendly
from the nani-kore!?!? dept.

Asustek Computer has seen its shipments to the DIY sector and related motherboards affected by Intel's supply strategy for CPUs, with the prospects that the CPU shortages, particularly those for desktop PCs, will continue into the second quarter of 2019, according to company CEO Jerry Shen.

The continued CPU supply crunch, escalating US-China trade disputes, and increasing competition in the notebook segment in Europe have pressed down Asustek's "operational visibility" for the fourth quarter of 2018 to the lowest level of 20% compared to an over 50% seen in previous years, Shen said.

Although Intel has pledged to address the supply issues since September and has continued to pour investments to ramp up output from its 10nm process, the tight CPU supplies have not been solved as the US chipmaker has given the priority to the production of high-end Xeon and Core series CPUs, instead of CPUs for the entry-level or other consumer models, Shen indicated.

CPU shortages to continue into 2Q19, says Asustek CEO

This intel "shortage" remains unexplained.


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  • (Score: 0) by Anonymous Coward on Friday November 16 2018, @01:57AM (4 children)

    by Anonymous Coward on Friday November 16 2018, @01:57AM (#762461)

    Possibly related, Nvidias stock dropped 16% after hours today [yahoo.com]

  • (Score: 2) by takyon on Friday November 16 2018, @03:02AM (3 children)

    by takyon (881) <reversethis-{gro ... s} {ta} {noykat}> on Friday November 16 2018, @03:02AM (#762494) Journal
    • (Score: 2) by RamiK on Friday November 16 2018, @08:17AM (2 children)

      by RamiK (1813) on Friday November 16 2018, @08:17AM (#762592)

      Which reminds [soylentnews.org] me: https://store.steampowered.com/hwsurvey/videocard/ [steampowered.com]

      A cursory look through the different cards seems to deny nVidia's claim. Sure, the geforce gtx 1050 2/4gb (ti) is rising. But where are all the used AMD crypto mining cards? Doesn't add up to me.

      I still say it's a pricing mismatch. Christmas will confirm for sure.

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      compiling...
      • (Score: 2) by takyon on Friday November 16 2018, @10:28AM

        by takyon (881) <reversethis-{gro ... s} {ta} {noykat}> on Friday November 16 2018, @10:28AM (#762638) Journal

        Is that the full story? Look at AMD cards in general on the Steam survey. They appear to be doing horribly. That can be attributed to them being flat-out worse GPUs. Looks like gamers don't want to use them, and we know that Nvidia has a far higher market share even when crypto miners are taken into account.

        As it turns out, the GTX 1080 and GTX 1070 cards are not nearly as popular as the GTX 1060 and GTX 1050. So despite a lot of tech press focus on the 1070/1080/1080 Ti, it also seems that Nvidia's cheaper GPUs are what gamers actually tend to buy. Maybe that will change in the coming months if their prices drop some more. Perhaps Black Friday will have an effect, to be confirmed in the December 2018 and January 2019 surveys.

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      • (Score: 2) by takyon on Friday November 16 2018, @10:30AM

        by takyon (881) <reversethis-{gro ... s} {ta} {noykat}> on Friday November 16 2018, @10:30AM (#762640) Journal

        I'll also add that since Nvidia launched the GTX 2000-series at very high prices, due to a lack of effective competition from AMD, there's not a lot of pressure to force down the 1000-series prices. AMD has to release some new GPUs, which could result in both sets of cards dropping in price.

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