How Intel’s Supply Shortage Has Affected Its Business

In the fourth quarter of 2018, Intel’s overall revenue fell 3% sequentially, with its IoT (Internet-of-Things) revenue down 11%. This is because of the supply shortage of low-margin embedded chips.

Intel (INTC) is facing strong competition from Advanced Micro Devices (AMD), as the latter has overtaken the former in the process technology node space. The two are close to a price war. Despite the competition, both are seeing strong PC demand as businesses replace their old computers with Windows 10 computers. In the last few months, Intel has increased its 14 nm (nanometer) manufacturing capacity, which started to ease its year-long CPU supply shortage. Its notebook platform volumes rose 15% sequentially in the second quarter. […]

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