Intel chipset shortages expanding

T

Tony Hill

Q: are these parts used in the new Apple line? Anyone have real info?

That is a question, not a rumor.
Click to expand...

Err... Apple's first x86-based PCs aren't expected for about a year,
so I would hazard a guess of 'no' on that one. The best-guess at this
time is that Apple is going to be using something of the Yonah or
Conroe processor lines and chipsets to match. None of those products
have been released by Intel yet.
 
R

Rthoreau

Ouch! I wonder how this effects Nvidia, and AMD it would seem that it
would encourage their use; especially since VIA, SIS do not have chips
on hand.

It also brings up another issue, is the smithfield core doing that
good, or is demand for that chip so strong as to hamper supply. Maybe
Dell is selling a lot of dual core chips now, and is taking up the
supply.

Its something to think about.

Rthoreau
 
G

George Macdonald

Ouch! I wonder how this effects Nvidia, and AMD it would seem that it
would encourage their use; especially since VIA, SIS do not have chips
on hand.
Click to expand...

It could be that Intel is coaxing nVidia to expand offerings of the P4
chipsets into the lower end, thus eating into available capacity for
production of AMD chipsets. It's all kinda ironic the way Intel has been
so churlish about protecting their FSB IP with licensing minutiae. I
wonder... are they now going to say to VIA, SiS, ULi et.al.: we need you to
take up a shortfall on chipsets but you have to pay for the IP? IOW we
need a favor but *you* have to pay *us*.:)
It also brings up another issue, is the smithfield core doing that
good, or is demand for that chip so strong as to hamper supply. Maybe
Dell is selling a lot of dual core chips now, and is taking up the
supply.

Its something to think about.
Click to expand...

It certainly is... in fact it's just possible that Intel has decided that a
good way to curtail dumping of their CPUs, chipsets & mbrds is to cut back
on production... by means of allocation fab space of course - not saying
they're running fabs at low capacity but.... "follow the money"?:)
 
Y

YKhan

Rthoreau said:
Ouch! I wonder how this effects Nvidia, and AMD it would seem that it
would encourage their use; especially since VIA, SIS do not have chips
on hand.
Click to expand...

This article seems to indicate that AMD is definitely benefitting from
the shortages at Intel.

Techworld.com - Intel chipset shortage gives AMD market boost
http://www.techworld.com/applications/news/index.cfm?NewsID=4450&Page=1&pagePos=7&inkc=0

As for Nvidia, I can't see them wanting to shift their Intel chipset
downmarket. I think the contract fabs are already pre-booked with the
chipset makers' projections about how many AMD chipsets they needed,
and this is all they planned for. There doesn't seem to be any capacity
to spare for additional Intel chipsets. So nobody can respond, not VIA,
not SIS, not ULI, nobody. And it's not clear how much longer they'll
have the Intel business anyways. If this is a short-term hiccup for
Intel, when Intel is back on its feet, these other guys might find that
they're kicked onto the streets again by Intel.
It also brings up another issue, is the smithfield core doing that
good, or is demand for that chip so strong as to hamper supply. Maybe
Dell is selling a lot of dual core chips now, and is taking up the
supply.
Click to expand...

This article seems to indicate that Pentium D is doing fine, but it's
taking away sales from big brother dual-core Pentium EE.

Intel cancels Pentium Exteme Edition core update | The Register
http://www.theregister.co.uk/2005/09/22/intel_drops_pee_update/

It sounds like PEE is building up quite an inventory.

Yousuf Khan
 
T

Tony Hill

Ouch! I wonder how this effects Nvidia, and AMD it would seem that it
would encourage their use; especially since VIA, SIS do not have chips
on hand.
Click to expand...

Could help them out, particularly in the short-term. Long-term is
much harder to predict.
It also brings up another issue, is the smithfield core doing that
good, or is demand for that chip so strong as to hamper supply. Maybe
Dell is selling a lot of dual core chips now, and is taking up the
supply.
Click to expand...

It could be, though I haven't seen much indication that dual-core P4
chips are doing much better than any other new chip introduction. If
you look at Dell they don't even offer the Pentium D on most of their
systems. Only a handful of their newest systems (2 home systems, 1
office system and 1 workstation) offer the chip. The story with HPaq
is about the same, and in fact HP offers AMD's dual-core chips on just
as many systems as they do for Intel's dual-core chips.

I certainly don't have any hard numbers to back this up one way or
another, and I certainly don't think that the Pentium D is doing
particularly badly. However I do try and keep my ear to the ground on
this sort of thing, and I haven't seen anything that looks like a
shortage of Pentium D chips. It's also not like Intel could shift fab
space from the production of chipsets to the production of the Pentium
D given that they are produced on a different manufacturing process
(130nm or 180nm for chipsets, 90nm for processors).
 

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