JP Morgan states that Intel's (NASDAQ: INTC) "deterioration" shortage can reduce Q4 PC transfers by 5% to 7%.
Analyst Gokul Hariharan: "We expect this to affect both laptops and desktops and likely to have a greater impact on commercial and high end consumer PCs, where AMD (NASDAQ: AMD) or older Intel family of CPUs as replacements are more difficult. "
Analyst suspect Intel could already convert some of its production capacity from 14nm to 10nm process. Intel does not move to next generation technology until the end of 201
Intel shares are up 0.2% to $ 45.68.
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