Yeah, supply basically came to a trickle if not a standstill for quite a number of months. Considering China (the world's factory) was closed for no less than 3 to 4 months, and subsequent lockdowns globally, pretty sure supply got hit really bad. I feel the WFH demand for chips is certainly not as strong as it was last year, but most OEMs are very low on inventory, and so likely to be soaking up most supplies to try and replenish their stock. Lenovo mentioned sometime this year that their inventory level is at critical (low) level.
That's why the high prices will take its toll on demand at some point. Manufacturers are applying brakes hard on with such drastic price increase. They may sell well for the time being though.
That's true, but higher prices will dissuade people to upgrade. People tend to have an impulse to buy something that seems cheap, but less likely to do so with a steep increase in price. Of course if you need it, i.e. for work, or to replace a failing computer, etc, then you can't avoid it.
Yeah but unlike those components separately I can get a laptop 1) today and 2) at MSRP.but those components are also needed in laptops
This is to be expected. I think there are people that think that because Intel have their own fab, so they are better off. True in a sense because they can prioritise their own products, but they still rely on their suppliers to provide them with the raw materials so that they can produce their chips. So if both TSMC and Samsung are facing shortages with substrate, Intel is not immune to it. I do also have to say at least the availability of Intel chips at launch seems to be much better than AMD.https://wccftech.com/exclusive-dema...-intel-rocket-lake-due-to-substrate-shortage/
Shortage everywhere.
Even mighty Intel will be constrained from Q2 onward.
Price of everything will soar.
