Microsoft has fired shots across Intel’s bow. In its Q2 2019 earnings call – fiscal years are dumb – the company told investors that the reason for the slow uptake in Windows adoption amongst third-party manufacturers and OEMs was due to Intel’s inability to produce enough CPUs to meet demand.

Of course, Microsoft says all that in a rather more civil manner without pointing any fingers, attributing the smaller than expected overall Windows PC market to murky chip supply constraints. Still, there’s only two x86 processor manufacturers in the world, Intel and AMD, and only one of them had to release a public statement on its 14nm production constraints.

“In Windows, the overall PC market was smaller than we expected primarily due to the timing of chip supply to our OEM partners,” Amy Hood, Microsoft CFO, says (via Seeking Alpha), “which constrained an otherwise healthy PC ecosystem and negatively impacted both OEM Pro and non-Pro revenue growth. Windows OEM Pro revenue declined 2%, roughly in line with the commercial PC market. OEM non-Pro revenue declined 11% below the market with continued pressure in the entry-level category.”