Highlights of the day: Intel CPU shortages heap pressure on notebook ODMs

Preparations for the year-end shopping season and extra inventory build-ups at clients to avoid extra US tariffs are heaping strong pressure on notebook ODMs who are not receiving sufficient support from Intel. They thought the Intel processor shortfall had eased, only to find out that 14nm Intel CPUs are again falling short of demand. The PC CPU maket has been dominated by US suppliers, but in the mobile processor market, Taiwan-based MediaTek has a strong presence. Now China's move to reduce reliance on US supplies is giving MediaTek an even stronger role in the 5G market.

Notebook ODMs scrambling to secure Intel 14nm CPUs: Notebook ODMs are scrambling to secure supply from Intel for its 14nm CPUs that have again been hit by shortages ahead of the year-end holiday season, according to industry sources.

Chinese drive to de-Americanize supply chain seen as black swan for 5G chips market: China's de-Americanization campaign, a move aimed at cutting reliance on the US suppliers of crucial semiconductor components and technologies, has emerged as the largest black swan affecting the development of the 5G chips market in 2020, according to industry observers.

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