In a recent FY19 Q3 earnings call, Microsoft expressed optimism about growth of Windows sales in the enterprise and has also eased up on worries about sales in the consumer segment, which the company said in January was affected due to Intel's 14 nm supply woes. The increased growth of AMD CPUs in mainstream desktops and laptops, and the ability of Windows 10 to run on ARM hardware means that Microsoft does not have to rely on Intel to push Windows sales.
https://www.notebookcheck.net/Microsoft-isn-t-too-worried-about-Intel-s-CPU-shortage-as-long-as-PCs-can-run-Windows.419695.0.html