Much of Intel's demand is centred on the Cascade Lake and IceLake ranges and the high pricing of the products, this is due to the fact that this material is being withdrawn from the market and so supply is dwindling. Currently, Intel's 4210 and 4210R still have a large backlog of orders, so manufacturers must strategically allocate capacity, as well as if Intel's 6248R products continue to be in short supply, then the shortage will continue into February. In addition, due to the impact of the BIS issued a new ban on the export of chips, Intel updated the restricted products, including Max1100, Max1450, Max1550Gaudi 2, Gaudi 2B, Max1100C, Flex 170.
NVIDIA's product delivery, Jetson series delivery is being extended according to customer feedback, there is an early booking of the product customer delivery of 3 months, otherwise need to wait 6 months for delivery time; part of the customer's A6000 delivery has been delayed to April, this is because of NVIDIA reduced the production of the A6000 caused; however, the delivery of the A4000, 4000ADA and A5000 on the Maintain a stable state. In addition, NVIDIA has confirmed the final order shipment date for A100, which is 23 February, there is no limit to the number of orders, but all orders must comply with the terms of the NCNR.
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Most of Intel's demand is centred on the Cascade Lake and IceLake families and the high pricing of the products is due to the fact that this material is about to be withdrawn from the