Coffee Lake Thread

[SteelCrysis]

https://www.tomshardware.com/news/intel-...39290.html

DigiTimes was clear in the report that Intel's processor shortage won't end in June--it simply won't be as severe as before. The company made similar claims in an April 26 conference call, during which it said the shortage wouldn't be resolved until at least the third quarter, with modest improvements starting in the second half of the year. The drought isn't over, but at least some rain clouds are starting to form.
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What happens when those companies and consumers are no longer desperate? Anonymous industry sources reportedly told DigiTimes that AMD will lose some of its new friends. To quote the report: "With Intel expected to increase supply of processors for budget notebooks in June, brand vendors such as Dell, HP, and Lenovo are expected to step up placing orders with Intel rather than AMD, the sources said."

That all depends on how much Intel ups its production, though, and it would be strange if at least some manufacturers didn't continue to make products with AMD processors. If the shortage has any lesson to offer, it should be that relying on a single company for critical parts is probably ill-advised. Why settle for a single friend who might not always be around when someone else is actively looking for new buddies?

https://www.extremetech.com/computing/29...se-in-june

All of these predictions could founder depending on what happens next in the US-China trade dispute, however. The battle between the US and China is apparently heating up. Reports suggest that China substantially modified its negotiating position last Friday, ahead of an upcoming visit by Vice Premier Liu He on Thursday. China reportedly modified or withdrew from previously agreed-upon principles or talking points that were guiding the negotiations. President Trump has, in turn, threatened to impose additional tariffs, with tariffs on $200B worth of Chinese goods expected to increase from 10 percent to 25 percent this week, and an additional $325B worth of Chinese goods if the Chinese do not change their negotiating strategy. The Chinese, for their part, have stated:
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It is unclear how these events will impact the tech market because it isn’t clear which products would be selected for tariffs. Up until now, tariffs have been applied selectively, with certain products like mobile devices exempted, and certain other classes of products (like video cards) non-exempt. A true blanket tariff on all products imported from China would impact the US market very differently than a tariff that targets specific finished goods.