The Chinese-language Apply Daily is reporting that Intel has only been able to fulfill about 40 percent of its May orders for its Atom processor and chipset. Citing sources at vendors, the reports indicates that Acer, Dell, Micro-Star International (MSI) and Gigabyte Technology have all been affected by the shortage. Each of these have announced devices that will use the Atom processor and/or chipset.
Meanwhile, vendors such as ASUS and HP who are using different processors in their low-cost notebook offerings (the Eee and Mini-Note respectively) may find themselves with an advantage until Intel can ramp up production enough to catch up with demand.
Intel has not provided any explanation for the shortage.