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Intel CPU supply constraint worse than we think?

Soldato
Joined
18 Oct 2002
Posts
15,206
Location
West Midlands
Just had an interesting start to my morning, and a somewhat unexpected conversation.

Having currently just redesigned an older 1U based server, moving from an i5-4570T as it is now discontinued to the i3-8100T on the 1151 socket, fully passing validation and everything looking fine to go ahead with a new system revision and such. All great right? Apparently not.

So, first thing today I have an e-mail stating that the re-design is no good as the processor is not available and is there not an alternative. Now the 8100T is firstly a 35w TDP part, and secondly one of Intel's embedded option processors with extended lifespan and only comes in tray from, not retail so I find the e-mail somewhat confusing.

After a quick chat with the bod that deals with these things I get on to the disti, who apparently offered to send in i3-8100 retail units as an alternative, obviously stating it is no good as the 65w part in my nice cool and quiet 1U short-depth server is not going to fit within my thermal constraints. The question obviously arises when are you expecting stock of the 8100T (this is the interesting part, for me anyway), the response I got was unexpected and was worded like this roughly "We are currently unable to get any real volume of Intel tray parts, and don't expect significant volume until at least the end of the quarter, possibly as late as January if things continue like this" I was then told that they have flow of retail boxed parts, but they are now facing daily updates of less and less stock being allocated and it's been getting worse.

I've fired off an e-mail to our Intel rep, and see of we get anything back, not that he ever responds with anything useful since we don't deal with them directly for CPU's, but things seems somewhat craptastic if you need parts now or in the near future.

I'd brace yourself for more gouging, since it looks like the big OEM's are hoovering up all the tray stock and what ever is left in the retail channel there is going to be a mad scramble for at some point.

Merry Christmas AMD. :)
 
With the 8100 nearing £200 I think the CPU constraint couldn't be much worse.

That's retail though, the fact that they are having trouble supplying tray only parts like the 8100T is far more worrying, retail parts make up a minute fraction of overall Intel said worldwide so when we are getting offered retail boxed parts in lieu of OEM/Tray CPU's it means people like you who want to buy a CPU will face much higher prices, even worse then now potentially.

On the plus side at least the RAM prices will fall because of the low CPU supply. :)
 
Or go up even more to recoup losses from declining sales.

Market analysts have already said to expect at least a 2% drop QoQ, or even more depending on how bad the Intel shortage is, and the have also said than NAND is now looking to slump faster than previously predicted due to impact of chips shortages. Prices will not go up in the next 3 months, while this shortage exists, but they may rise sharply once the shortage eases again.
 
I see Asus has publicly said that Intel's shortages are affecting the Q4 '18 performance and that they expect it to stay the same or worse for another 6 months.
 
No to digress too much from the topic, but given the price of said processor is dropping and more and more places are now holding stock (even retail at <£520) I think the lack of demand is actually causing oversupply due to the pricing. It will correct itself soon enough, as said more places have stock, the prices will fall and buyers will then deplete that stock at a price they find more palatable.

You may continue your pointless bickering now. :p
 
Yeah import fees into the uk from the us...

Email me in trust and I’ll explain...:)

The place it is bought from includes door-to-door 'fee's'. FYI computer parts are duty free, only V.A.T. is payable, so the variable is stock availability and the $:£ rate at the point of being sold/shipped.
 
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