The surprising return to PC TAM growth has put pressure on the factory network. The company is prioritising the production of Intel Xeon and Intel Core processors to serve the high-performance segments of the market which is tightening supply for the entry-level of the PC market. To address the challenges, Intel is taking action by firstly increasing capex from an earlier $14 billion and adding another $1 billion into the 14nm manufacturing sites and has also reiterated its progress in the 10nm process which should expect volume in 2019. For now there will be production delays and expect slower availability of orders, on the hind sight this is an healthy problem to have for the industry, as a whole.