Intel's CPU shortage is threatening to drag down PC and computer component sales from Taiwan's top two vendors: Asus and Acer. Asus CEO Jerry Shen warned investors during an earnings call that the CPU shortage may last until next Q3 2019 or beyond. In the meantime, the company's motherboard business is taking a hit.
“From now until next year, the uncertainty with the shortage will be considerably huge,” he added.
Last Friday, Acer also went out of its way to say the CPU shortage was cutting into the company's PC sales. As a result, the vendor's revenue was down year over year by 11.1% in October.
The shortage has been limiting supplies of entry-level CPUs according to Intel. However, certain high-powered desktop CPUs have also been hard to find in recent weeks.
There is some good news – Intel has been prioritizing chips for laptops in the gaming and commercial segments, according to Shen. Another Taiwanese PC vendor, MSI, separately told PCMag the same. “Mobile CPU gets less impact,” said Sam Chern, MSI marketing manager, in an email.