Intel increased its production capacity by nearly 100% over the last three years. Keep in mind that we’re largely talking about 14nm wafers here as 10nm is still nowhere as viable. However, despite being able to double its foundry capacity, the revenue only grew by a measly 13.5%. Either way, the fact that Intel makes its own chips is one of the main talking points of the company and why its processor supply has been largely unaffected by the semiconductor shortages that have plagued the supply of AMD’s Ryzen processors and just about every graphics card.
However, it appears that that won’t be the case much longer as in a new guidance report, the company has conceded that its CPU production will be decreasing by 7.5% in 2021 on account of the global semiconductor component shortages. These can be primarily attributed to the strict supply of substrate and other packaging materials.
As Intel transitions from 14nm to 10nm, it’ll also prioritize the latter and the production of the Comet Lake and Rocket Lake will be relaxed. Alder Lake is slated to launch at the end of this year while the Ice Lake-SP lineup has already been in mass production since late 2020, so the small drop in production is also a result of this shift from a more to a less mature process node.