Intel Corporation can supply only about half of the processor demand its customers are asking for, chief executive Lip-Bu Tan said at Splunk's .conf26 conference in Denver this month, adding that other chief executives have called him asking for more chips and that he has had to apologize. The company has pointed to constraints across leading-edge wafers, memory and substrates, and its latest quarterly report lists industry-wide substrate and memory shortages among the risks to its supply chain. In May of this year, Tan said Intel had asked customers adopting its advanced packaging to help prepay Taiwanese and Japanese suppliers to secure capacity, with four suppliers in Taiwan and two in Japan seeking upfront commitments. Intel's second quarter revenue reached $16.1 billion, comfortably above the midpoint of its own guidance, and the stock rose 12% on September 21 in a broad rally across chip stocks. The number to watch when Intel reports in October is whether shipments actually rise, because that is the only place the unmet demand can show up as revenue.
Intel CorporationIntel can only fill about half of customer CPU orders, with CEOs calling for more chips, indicating strong unmet demand for its processors.
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