Intel’s out-of-stock problemhased more seriously this year, and officials have repeatedly promised improvements and even publicly apologized, but to no avail. The immediate consequence of this shortage is that OEMs are out of stock, which Dell had sluted at the end of November has seriously affected their expectations for fourth-quarter commercial PC, high-end consumer PC shipments. Before that, Asustek had expressed anxiety about the continued shortage of Intel processors.
In response, It is natural that OEMs cannot sit idly by, and recently, according tomedia reports, Dell is trying to work with AMD to ease Intel’s out-of-stock problem.
Dell already has some AMD processor-based products, but most are still based on the Intel platform, but Dell CFO told the media that it wants Intel’s shortage to be resolved by the second half of 2020, but if it doesn’t. They are evaluating AMD as a partner (taking each other’s business more seriously).
In other words, Dell is preparing to work more deeply with AMD to fill Intel’s gap, and I believe other OEMs must feel the same way.