Shortages take a vacation
USA: According to Converge Market Insights, in the past, the summer months have brought not only warm weather, but shortages in the CPU market. And July has always been a busy month in the spot market.
Last year, the big Intel end-of-life desktop shortage rolled in around June and kept the market busy until the pre-Christmas season. From the Pentium 4 630s to the 925, and the E6550 to the E8400, desktop parts arriving or leaving the market drive market volume demand.
This year, there are no hiccups to report in the Intel supply chain. The E8400 is still being supported though Q4, and there’s barely a shortage whisper on other desktop parts.
It appears that Intel has confronted the trend for the time being. Currently, we’re watching the E7400-500 and E5200-300 model switch for possible signs of a shortage.
Xeons drive reductions
Xeons and AMD Opterons are the current drivers this summer for cost-saving opportunities. This is the direct result of relatively higher pricing, a long shelf life allowing excess pockets to build and many price discrepancies across regions.
The spot market is abundant, with many cost-saving opportunities in server chips, which is an unexpected situation given stalling consumer demand.
Saturday, July 18, 2009
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