More Reports Of Tight CPU Supply
Global supply of PC components has started running tight since mid-October and the situation is getting worse, with applications including lithium battery, CPU, DRAM (especially 1Gb and above) and IC seeing tight supply, according to the Chinese-language Economic Daily News.
J.T. Wang, chairman of Acer, the fourth largest PC maker globally, recently arrived in the US to secure supply of PC components while Kalvin Chang, vice president, Greater China Operations Taiwan, marketing division, Acer, said the supply for both Intel and AMD CPUs is running tight, the paper said.
Earlier this month, DigiTimes reported that unexpectedly strong demand in the notebook market has resulted in CPU shortages, sending notebook makers scrambling to secure CPU supply for the fourth-quarter high season. Notebook makers described the gravity of the shortage at that time by saying they may have to "beg" for CPU supply, the sources claimed.
However, Mooly Eden, vice president and general manager of Intel's mobile platform group, said at IDF Taiwan that Intel has noticed the situation but now has the issue under control, the EDN report stated.
In addition, Taiwan IC design houses believe that the situation is exaggerated with IC design firms that focus on notebook solutions reporting that none of their customers have expressed any concern about shipment schedules and that the recent rumors of a CPU shortage are a reflection of downstream system makers preparing sufficient stock for a seasonal upturn in demand.
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