Re: Sure
Given that the shortage started right about the time they would have needed to ramp up production of modems for Apple, I think that's the culprit. Back when Intel and Apple made these plans - probably a couple of years ago - Intel believed they'd have 10nm up and running by now.
Interesting that the shortage is supposed to last six months. Does that mean Intel will be getting additional capacity online, or that as iPhone sales have their usual cyclic drop in spring/summer they won't need as many modems? Assuming Apple uses Intel modems again next fall, this could again be an issue if Intel is still having problems making their 10nm process work. They claim they will have 10nm systems on shelves in time for the 2019 holidays, but that's pretty nonspecific. Having 1000 such systems would qualify, but wouldn't help any 14nm shortage.
Biting the hand that feeds IT
