Intelillä nykyään yllättävän laajamittaisia ongelmia tuotteiden valmiiksi saattamisessa. Somessa tuntuu väki esim. pitävän tämän tulevan Xeonin 12 revisiota aivan poikkeuksellisena.
"My latest supply chain check indicates the highly anticipated Intel server chip Sapphire Rapids shipments may postpone to 2Q23, significantly later than the market consensus of 2H22, which is unfavorable to Intel and its server supply chain." "Sapphire Rapids has been delayed several times (the initial shipment plan was 4Q21), which means Intel’s execution still has a lot of room for improvement, making me more cautious about Intel’s commitment to future shipment plans for new chips based on more advanced nodes."
Serverit on niin rahakas osa, että tällainen megaviivästys varmistanee, että Intelin markkina-arvo jatkaa laskemistaan suhteessa AMD:hen.
"My latest supply chain check indicates the highly anticipated Intel server chip Sapphire Rapids shipments may postpone to 2Q23, significantly later than the market consensus of 2H22, which is unfavorable to Intel and its server supply chain." "Sapphire Rapids has been delayed several times (the initial shipment plan was 4Q21), which means Intel’s execution still has a lot of room for improvement, making me more cautious about Intel’s commitment to future shipment plans for new chips based on more advanced nodes."
Serverit on niin rahakas osa, että tällainen megaviivästys varmistanee, että Intelin markkina-arvo jatkaa laskemistaan suhteessa AMD:hen.
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