Last year the manufacturing issues Intel was experiencing, desperately trying to get enough 14nm silicon out of the factory door to meet demand, meant companies such as HP, Dell, and Lenovo couldn’t get enough CPUs into their machines. With its motherboard chips and the processors themselves all now utilising the same 14nm production node Intel simply couldn’t manufacture enough of either to keep production rolling.
Starting in August of last year the major notebook manufacturers began to experience a growing supply gap, with it topping 5% in the third quarter and Taiwan-based companies seeing their supply gaps spiking to 10% at times. And this has all been good news for AMD as it has managed to increased its laptop market share on the back of Intel’s problems. And not by a little bit either, going from just 9.8% at the start of 2018 up to 15.8% this year.