To the problems with the shortage of video cards and AMD processors, there will be a shortage of Intel CPUs. Against the background of a moderate shortage of Ryzen 5000 processors, Intel solutions of the previous generation were not only available to everyone, but also became much cheaper.
Intel manufactures its own processors for itself, so the workload of TSMC, in a sense, only plays into its hands. However, Intel makes processors, but does not release what is needed for the process of manufacturing these very CPUs. The source claims that the company may soon be faced with a shortage of substrates, due to which production will suffer. Accordingly, the Intel CPUs themselves can also become a scarce product.
The source claims that the company itself has already informed key partners about the lack of substrates. At the same time, there should be no problems with a CPU shortage for at least several weeks, but everything will change in the second quarter, which is why the production of the latest Rocket Lake will suffer greatly.
It is also reported that, first of all, Intel will give preference to the older Core i9 processors, and the release of the rest will sag more. At the same time, the source expects that the rise in prices for Rocket Lake will still be less than in the case of AMD processors.
By the way, the shortage of substrates, according to the source, will affect the entire semiconductor industry in general, so in the near future we may hear similar news about other companies and products.