The 14nm capacity shortfall, which began in q3 2018, has affected Intel’s desktop and notebook CPUs, and notebook foundry Renbao expects the problem to continue until the end of 2020. HPE recently even said 14nm processor out of stock problems even began to affect the product line, but Intel recently denied the rumors of strong shortage, said the supply is good.
According to HPE, the out-of-stock UE is primarily a Cascade Lake-SP series of sub-scale dextendable processors, released in April 2019, with a 14nm process, up to 28-core 56 threads (Up to 56 cores in the Cascade Lake-AP series), for a total of up to 60 models. And according to the specifications, divided into several sub-series, where the M series supports 2TB medium capacity memory (Medium), compared to the 1.5TB standard version is about $3000 more expensive, the L series supports 4.5TB of high-capacity memory, about 7,000 more than the standard version.
Due to the shortage, HPE has begun advising customers to consider alternatives, either to return to the previous Generation Oflake-SP series processors or to switch doors to AMD’s EPYC series processors.
Neither result is good for Intel, and in response to rumors of a 14nm to-strong shortage, Intel CEO Steve Schipper previously made a statement at a earnings conference, acknowledging that inventory was running out, but stressing that the supply of Xeon processors was good, even if demand increased by 19%.
Mr Sr. said sKUds in all of Intel’s product lines were not perfect when demand surged, but the server CPU was a priority and made sure it was in an unconstrained position. “Intel is in good shape, and despite some very small challenges, overall it’s pretty good,” he said.
Intel CFO George Davis also said capacity would continue to expand in the second half of the year, so supply would increase across the board in the second half of the year, and more importantly, PC-grade processor spending could return to normal, in addition to server products.