Coffee Lake Thread

[SteelCrysis]

https://www.tomshardware.com/news/micros...39172.html

Microsoft said in January that Intel's ongoing CPU shortage was affecting Windows sales. The company's tune changed on Wednesday: It reportedly said on a call about its third-quarter earnings report that it's no longer concerned about the processor shortage affecting its primary markets.

But it's important to note that Microsoft's lack of concern doesn't mean the CPU shortage has ended; it's merely been alleviated in the segments the company cares about. "We feel good about the supply in the Commercial segment and the Premium Consumer segment, which is where the vast majority of our revenue is in OEM," Microsoft CFO Amy Hood reportedly said on the call. "And so, I think in those segments, we feel fine for Q4."
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Is this good news for Microsoft? Sure. But it probably doesn't mean a lot for the market writ large. The company isn't dependent on Intel; other processors can run Windows just fine. Until more companies decide to use CPUs from AMD in their products--which is harder to do when they have to design their entire device around the processor--the lower end of the market will probably still be waiting on Intel to increase production.