AMD reported strong market share gains for the quarter, particularly compared with a year ago. Server sales slipped a notch, but gains in desktop and laptops compensated.
The Intel CPU shortage is expected to begin easing in June, despite continuing into Q3 2019, but the US-China trade war could cause problems for the entire PC industry this year.
Intel’s Q1 2019 conference call contained a great deal of information about the company’s 10nm ramp, CPU shortage, and overall outlook for 2019. It’s looking like a rougher year than Intel initially anticipated.
The PC market slumped again in Q1. Intel’s ongoing CPU shortage played a significant role.
AMD’s Lisa Su will give the Computex keynote — and discuss the company’s upcoming 7nm product families.
Intel’s CPU shortage could worsen as we head into 2019, before improving in the back half of the year.