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Shortage of substrates will lead to limited supply of Intel’s Rocket Lake chips: Report

For gamers who want to build a cost-effective PC platform, these two years are obviously unlikely. WCCFTech pointed out that in addition to AMD, which relies on TSMC to allocate a certain capacity, Intel, which has its own chip manufacturing capacity, also encountered certain difficulties in the supply of Rocket Lake desktop processors in the second quarter.

According to sources, the entire semiconductor industry has encountered a shortage of substrates, and Intel has not been spared either. Although the distribution of Rocket Lake processors in the quarter is not bad, the situation in the second quarter will not be optimistic, and this situation will not be alleviated until later this year.

The following are some key points summarized by WCCFTech:

● Throughout last week, Intel has been reporting the shortage of substrates to major partners.

● The distribution of Rocket Lake chips in the first quarter of 2021 is relatively good, and it is expected that the current suggested retail price will continue to be maintained in the next few weeks.

● Unfortunately, due to the supply chain (substrate shortage), Rocket Lake CPU allocation in the second quarter will be hit hard.

● Intel plans to give priority to guaranteeing the flagship product line (Core i9), so the Core i7 and Core i5 product lines will bear the brunt.

● However, compared with TSMC and AMD, Intel still has certain advantages in supply chain management, so the premium is expected to be relatively smaller.

The current price of the Core i9-11900K on Amazon has risen to more than US$1,100 (7200+ RMB), and the Core i7-11700K is still close to the manufacturer’s suggested retail price (US$407 / 2667 RMB), but this situation may be in the next few months.

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After getting in touch with Intel, a spokesperson for the company revealed that the industry’s demand for Intel’s products is very strong recently, and it is expected to have double-digit growth compared to 2020.

However, although Intel has been working hard to improve its supply capacity, semiconductor prices and substrate demand are facing unprecedented challenges.

Intel is currently actively cooperating with supply chain partners to enhance the availability of third-party materials and components, thereby providing higher capacity guarantees for the wider PC ecosystem.

(Via)

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