In einem offe\u00adnen Brief an Kun\u00adden und Part\u00adner hat Chip\u00adher\u00adstel\u00adler Intel klar gestellt, dass trotz aller Bem\u00fc\u00adhun\u00adgen die eige\u00adnen Lie\u00adfer\u00adschwie\u00adrig\u00adkei\u00adten bei Pro\u00adzes\u00adso\u00adren auch im vier\u00adten Quar\u00adtal 2019 wei\u00adter anhalten. <\/p>\n
Auf\u00adgrund einer wei\u00adter\u00adhin h\u00f6he\u00adren Nach\u00adfra\u00adge, als im Vor\u00adfeld pro\u00adgnos\u00adti\u00adziert, sei mein trotz Aus\u00adbau der 14-nm-Wafer\u00adka\u00adpa\u00adzi\u00adt\u00e4\u00adten und einem wei\u00adter\u00adge\u00adhen\u00adden Ramp der 10-nm-Fer\u00adti\u00adgung nicht in der Lage die Nach\u00adfra\u00adge zu bedie\u00adnen, was zu l\u00e4n\u00adge\u00adren War\u00adte\u00adzei\u00adten bei den Kun\u00adden f\u00fch\u00adren wird. Gleich\u00adzei\u00adtig gab man sogar an, dass man die Fer\u00adti\u00adgung bestimm\u00adter Pro\u00adduk\u00adte (wahr\u00adschein\u00adlich Chip\u00ads\u00e4t\u00adze) an Auf\u00adtrags\u00adfer\u00adti\u00adger aus\u00adla\u00adge\u00adre, um wei\u00adte\u00adre Kapa\u00adzi\u00adt\u00e4\u00adten f\u00fcr Pro\u00adzes\u00adso\u00adren zu gewinnen.<\/p>\n
Obwohl man durch die getrof\u00adfe\u00adnen Ma\u00df\u00adnah\u00admen den Out\u00adput bei den Pro\u00adzes\u00adso\u00adren f\u00fcr das zwei\u00adte Halb\u00adjahr um \u00fcber 10 Pro\u00adzent stei\u00adgern konn\u00adte, w\u00fcr\u00adde dies aller\u00addings nicht rei\u00adchen, um die gestie\u00adge\u00adne Nach\u00adfra\u00adge zu befriedigen. <\/p>\n
Anga\u00adben wann mit einer Ver\u00adbes\u00adse\u00adrung der Situa\u00adti\u00adon zu rech\u00adnen sei, mach\u00adte Intel aller\u00addings nicht. Auf\u00adgrund der m\u00f6g\u00adli\u00adchen Aus\u00adwir\u00adkun\u00adgen auf das Gesch\u00e4fts\u00ader\u00adgeb\u00adnis wur\u00adde die\u00adser Brief auch als Form 8\u2011K bei der ame\u00adri\u00adka\u00adni\u00adschen B\u00f6r\u00adsen\u00adauf\u00adsicht ein\u00adge\u00adreicht, um Anle\u00adger dar\u00ad\u00fcber zu informieren.<\/p>\n
\nNovem\u00adber 20, 2019<\/p>\n
To our cus\u00adto\u00admers and partners,<\/p>\n
I\u2019d like to ack\u00adnow\u00adledge and sin\u00adce\u00adre\u00adly apo\u00adlo\u00adgi\u00adze for the impact recent PC<\/span> CPU<\/span> ship\u00adment delays are having on your busi\u00adness and to thank you for your con\u00adtin\u00adued part\u00adner\u00adship. I also want to update you on our actions and invest\u00adments to impro\u00adve sup\u00adp\u00adly-demand balan\u00adce and sup\u00adport you with per\u00adfor\u00admance-lea\u00adding Intel pro\u00adducts. Despi\u00adte our best efforts, we have not yet resol\u00adved this challenge.<\/p>\n
In respon\u00adse to con\u00adtin\u00adued strong demand, we have inves\u00adted record levels of Capex incre\u00adasing our 14nm wafer capa\u00adci\u00adty this year while also ram\u00adping 10nm pro\u00adduc\u00adtion. In addi\u00adti\u00adon to expan\u00adding Intel\u2019s own manu\u00adfac\u00adtu\u00adring capa\u00adbi\u00adli\u00adty, we are incre\u00adasing our use of found\u00adries to enable Intel\u2019s dif\u00adfe\u00adren\u00adtia\u00adted manu\u00adfac\u00adtu\u00adring to pro\u00addu\u00adce more Intel CPU<\/span> products.<\/p>\n
The added capa\u00adci\u00adty allo\u00adwed us to increase our second-half PC<\/span> CPU<\/span> sup\u00adp\u00adly by dou\u00adble digits com\u00adpared with the first half of this year. Howe\u00adver, sus\u00adtained mar\u00adket growth in 2019 has out\u00adpa\u00adced our efforts and excee\u00added third-par\u00adty fore\u00adcasts. Sup\u00adp\u00adly remains extre\u00adme\u00adly tight in our PC<\/span> busi\u00adness whe\u00adre we are ope\u00adra\u00adting with limi\u00adt\u00aded inven\u00adto\u00adry buf\u00adfers. This makes us less able to absorb the impact of any pro\u00adduc\u00adtion varia\u00adbi\u00adli\u00adty, which we have expe\u00adri\u00aden\u00adced in the quar\u00adter. This has resul\u00adted in the ship\u00adment delays you are expe\u00adri\u00aden\u00adcing, which we app\u00adre\u00adcia\u00adte is crea\u00adting signi\u00adfi\u00adcant chal\u00adlenges for your busi\u00adness. Becau\u00adse the impact and revi\u00adsed ship\u00adment sche\u00addu\u00adles vary, Intel repre\u00adsen\u00adta\u00adti\u00adves are rea\u00adching out with addi\u00adtio\u00adnal infor\u00adma\u00adti\u00adon and to ans\u00adwer your questions.<\/p>\n
We will con\u00adti\u00adnue working tire\u00adless\u00adly to pro\u00advi\u00adde you with Intel pro\u00adducts to sup\u00adport your inno\u00adva\u00adti\u00adon and growth.<\/p>\n
Sin\u00adce\u00adre\u00adly,<\/p>\n
\/s\/ Michel\u00adle John\u00ads\u00adton Holthaus<\/p>\n
Michel\u00adle John\u00ads\u00adton Holthaus<\/p>\n
Exe\u00adcu\u00adti\u00adve Vice President<\/p>\n
Gene\u00adral Mana\u00adger, Sales, Mar\u00adke\u00adting and Com\u00admu\u00adni\u00adca\u00adti\u00adons Group<\/p>\n
For\u00adward-Loo\u00adking State\u00adments:<\/b> This let\u00adter includes for\u00adward-loo\u00adking state\u00adments based on expec\u00adta\u00adti\u00adons as of Novem\u00adber 20, 2019, which are sub\u00adject to many risks and uncer\u00adtain\u00adties that could cau\u00adse actu\u00adal results to dif\u00adfer mate\u00adri\u00adal\u00adly from tho\u00adse anti\u00adci\u00adpa\u00adted. Important fac\u00adtors that could cau\u00adse actu\u00adal results to dif\u00adfer mate\u00adri\u00adal\u00adly are set forth in Intel\u2019s Q3<\/span> 2019 ear\u00adnings release and our most recent reports on Forms 10\u2011K and 10\u2011Q, available at intc.com.<\/p>\n
Quel\u00adle: Form 8\u2011K Intel Corp<\/a><\/p><\/blockquote>\n","protected":false},"excerpt":{"rendered":"
In einem offe\u00adnen Brief an Kun\u00adden und Part\u00adner hat Chip\u00adher\u00adstel\u00adler Intel klar gestellt, dass trotz aller Bem\u00fc\u00adhun\u00adgen die eige\u00adnen Lie\u00adfer\u00adschwie\u00adrig\u00adkei\u00adten bei Pro\u00adzes\u00adso\u00adren auch im vier\u00adten Quar\u00adtal 2019 wei\u00adter anhal\u00adten. (\u2026) Wei\u00adter\u00adle\u00adsen \u00bb<\/a><\/p>\n","protected":false},"author":593,"featured_media":6269,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"wp_typography_post_enhancements_disabled":false,"ngg_post_thumbnail":0,"footnotes":""},"categories":[12],"tags":[1004,1572],"class_list":["post-52943","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-aktuelles","tag-intel","tag-lieferschwierigkeiten","entry"],"share_on_mastodon":{"url":"","error":""},"_links":{"self":[{"href":"https:\/\/www.planet3dnow.de\/cms\/wp-json\/wp\/v2\/posts\/52943","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.planet3dnow.de\/cms\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.planet3dnow.de\/cms\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.planet3dnow.de\/cms\/wp-json\/wp\/v2\/users\/593"}],"replies":[{"embeddable":true,"href":"https:\/\/www.planet3dnow.de\/cms\/wp-json\/wp\/v2\/comments?post=52943"}],"version-history":[{"count":1,"href":"https:\/\/www.planet3dnow.de\/cms\/wp-json\/wp\/v2\/posts\/52943\/revisions"}],"predecessor-version":[{"id":52944,"href":"https:\/\/www.planet3dnow.de\/cms\/wp-json\/wp\/v2\/posts\/52943\/revisions\/52944"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.planet3dnow.de\/cms\/wp-json\/wp\/v2\/media\/6269"}],"wp:attachment":[{"href":"https:\/\/www.planet3dnow.de\/cms\/wp-json\/wp\/v2\/media?parent=52943"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.planet3dnow.de\/cms\/wp-json\/wp\/v2\/categories?post=52943"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.planet3dnow.de\/cms\/wp-json\/wp\/v2\/tags?post=52943"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}