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Baird sees CPU shortage issues for Intel after channel checks, but reiterates US$64 price target on stock

Dafydd
By Dafydd
in Tech News
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Posted (edited)

"Analysts at Baird said Monday that their channel checks showed potential CPU shortage issues surfacing for Intel Corp (NASDAQ:Intel) that could result in some inventory depletion in the fourth quarter for the chipmaker."

 

Wonder if the prices will go up. The Intel price premium is already high, now we're skyrocketing. Time for another round of "gamers struggle against power users".

 

Link: http://www.proactiveinvestors.com/companies/news/203229/baird-sees-cpu-shortage-issues-for-intel-after-channel-checks-but-reiterates-us64-price-target-on-stock-203229.html

 

(oops)

Edited by Dafydd
Oops forgot link
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1 minute ago, Dafydd said:

"Analysts at Baird said Monday that their channel checks showed potential CPU shortage issues surfacing for Intel Corp (NASDAQ:Intel) that could result in some inventory depletion in the fourth quarter for the chipmaker."

 

Wonder if the prices will go up. The Intel price premium is already high, now we're skyrocketing. Time for another round of "gamers struggle against power users".

Here's a link to an actual article. 
http://www.proactiveinvestors.com/companies/news/203229/baird-sees-cpu-shortage-issues-for-intel-after-channel-checks-but-reiterates-us64-price-target-on-stock-203229.html

muh specs 

Gaming and HTPC (reparations)- ASUS 1080, MSI X99A SLI Plus, 5820k- 4.5GHz @ 1.25v, asetek based 360mm AIO, RM 1000x, 16GB memory, 750D with front USB 2.0 replaced with 3.0  ports, 2 250GB 850 EVOs in Raid 0 (why not, only has games on it), some hard drives

Screens- Acer preditor XB241H (1080p, 144Hz Gsync), LG 1080p ultrawide, (all mounted) directly wired to TV in other room

Stuff- k70 with reds, steel series rival, g13, full desk covering mouse mat

All parts black

Workstation(desk)- 3770k, 970 reference, 16GB of some crucial memory, a motherboard of some kind I don't remember, Micomsoft SC-512N1-L/DVI, CM Storm Trooper (It's got a handle, can you handle that?), 240mm Asetek based AIO, Crucial M550 256GB (upgrade soon), some hard drives, disc drives, and hot swap bays

Screens- 3  ASUS VN248H-P IPS 1080p screens mounted on a stand, some old tv on the wall above it. 

Stuff- Epicgear defiant (solderless swappable switches), g600, moutned mic and other stuff. 

Laptop docking area- 2 1440p korean monitors mounted, one AHVA matte, one samsung PLS gloss (very annoying, yes). Trashy Razer blackwidow chroma...I mean like the J key doesn't click anymore. I got a model M i use on it to, but its time for a new keyboard. Some edgy Utechsmart mouse similar to g600. Hooked to laptop dock for both of my dell precision laptops. (not only docking area)

Shelf- i7-2600 non-k (has vt-d), 380t, some ASUS sandy itx board, intel quad nic. Currently hosts shared files, setting up as pfsense box in VM. Also acts as spare gaming PC with a 580 or whatever someone brings. Hooked into laptop dock area via usb switch

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Posted

Glad I bought my G7 laptop when I did.  :D 

Sorry for the mess!  My laptop just went ROG!

"THE ROGUE":  ASUS ROG Zephyrus G15 GA503QR (2021)

  • Ryzen 9 5900HS
  • RTX 3070 Laptop GPU (80W)
  • 24GB DDR4-3200 (8+16)
  • 2TB SK Hynix NVMe (boot) + 2TB Crucial P2 NVMe (games)
  • 90Wh battery + 200W power brick
  • 15.6" 1440p 165Hz IPS Pantone display
  • Logitech G603 mouse + Logitech G733 headset

"Hex": Dell G7 7588 (2018)

  • i7-8750H
  • GTX 1060 Max-Q
  • 16GB DDR4-2666
  • 1TB SK Hynix NVMe (boot) + 2TB Crucial MX500 SATA (games)
  • 56Wh battery + 180W power brick
  • 15.6" 1080p 60Hz IPS display
  • Corsair Harpoon Wireless mouse + Corsair HS70 headset

"Mishiimin": Apple iMac 5K 27" (2017)

  • i7-7700K
  • Radeon Pro 580 8GB (basically a desktop R9 390)
  • 16GB DDR4-2400
  • 2TB SSHD
  • 400W power supply (I think?)
  • 27" 5K 75Hz Retina display
  • Logitech G213 keyboard + Logitech G203 Prodigy mouse

Other tech: Apple iPhone 14 Pro Max 256GB in White, Sennheiser PXC 550-II, Razer Hammerhead earbuds, JBL Tune Flex earbuds, OontZ Angle 3 Ultra, Raspberry Pi 400, Logitech M510 mouse, Redragon S113 keyboard & mouse, Cherry MX Silent Red keyboard, Cooler Master Devastator II keyboard (not in use), Sennheiser HD4.40BT (not in use)

Retired tech: Apple iPhone XR 256GB in Product(RED), Apple iPhone SE 64GB in Space Grey (2016), iPod Nano 7th Gen in Product(RED), Logitech G533 headset, Logitech G930 headset, Apple AirPods Gen 2 and Gen 3

Trash bin (do not buy): Logitech G935 headset, Logitech G933 headset, Cooler Master Devastator II mouse, Razer Atheris mouse, Chinese off-brand earbuds, anything made by Skullcandy

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13 minutes ago, Dan Castellaneta said:

lul

got that ryzen so I ain't worried about shit

Same, wouldn’t want to be ya intel fanboys. ;)

“Security is always excessive until it’s not enough.”

– Robbie Sinclair, Head of Security, NSW Australia 

 

“Have you tried turning it off and on again?” - Every Tech Rep Ever

 

If you need help with your build please tag me.

 

 

 

Main PC:

CPU: Ryzen 3 1300x RAM: 8gb ddr4 2666 MT/s Mobo: ASRock A320M HDD: 1tb WD GPU: Gtx 1050ti 4gb

 

Spoiler

P.s. if you can tell me what reference my location I will follow you. 

Bonus points if you can tell me the names of the people there. 

 

 

 

 

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Posted

blame the miners 

One day I will be able to play Monster Hunter Frontier in French/Italian/English on my PC, it's just a matter of time... 4 5 6 7 8 9 years later: It's finally coming!!!

Phones: iPhone 4S/SE | LG V10 | Lumia 920 | Samsung S24 Ultra

Laptops: Macbook Pro 15" (mid-2012) | Compaq Presario V6000

Other: Steam Deck

<>EVs are bad, they kill the planet and remove freedoms too some/<>

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