Tuesday, May 4th, 2021

Time	Event
7:00a	Intel’s Chief Revenue Officer: We have Silicon, but Shortages in Wi-Fi, Substrates, Panels One of the key commentaries about the current semiconductor shortages is around where exactly the bottlenecks are. The traditional interpretation of a semiconductor shortage implies that not enough silicon can be made, but over the last few months a number of companies have pointed to post-silicon production, such as testing and packaging, causing some of the issues. To the best of our knowledge, none of the companies affected by the shortages are specifically pointing at partner companies or specific supply chain areas where there is a bottleneck, however there have been a number of comments focused in the direction of packaging, substrates, and the specialist films involved for high performance compute. AnandTech has learned that at its Partner Connect 2021 event recently, Intel Chief Revenue Officer Michelle Johnston Holthaus expanded the dimensions to which the supply chain is causing the semiconductor shortage. During the event Keynote, as part of a planned Q&A session with the host John Kalvin (Intel GM of Scale and Partner Organization), Holthaus expanded on the commentary surrounding Intel’s silicon flow and where the supply chain bottlenecks are for Intel and associated partners. (Comment on this)
11:00a	Intel EMEA To Partners: Not Invulnerable to Substrate Shortages through 2021 As part of Intel’s Partner Connect conference last month, AnandTech has learned that information has been provided to European, Middle East and Asia (EMEA) customers and partners regarding the current level of semiconductor supply through the rest of the year. Intel works closely with its key distributors and customers in each region to ensure that they have sufficient support to effectively sell to their customers, however the recent high demand for semiconductors has put additional strain on Intel’s ecosystem, perhaps more so than the high demand period for server processors a couple of years ago. In a discussion session led by Intel’s GM for EMEA, Maurits Tichelman, it was highlighted that May was set to be a testing time for distribution, with the rest of the year still subject to market forces. It was also mentioned that despite Intel’s decades of experience with demand surges, it is not invulnerable to substrate shortages. (Comment on this)

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