He confirms the supply problem. Of course he tries to explain it by saying that it's because there is strong demand, the guy is working as a spokesman for Intel after all!
However we all know the PC business is down globally, and people are buying less desktop PCs. So that's not likely to be the real explanation.
From what IDC has said, coupled with my own understanding of the current industry dynamics, here is what I am thinking:
PC OEMs have been drawing down their own inventories in anticipation of both Windows 10 and Skylake. This drawdown went on during Q1 and Q2.
In Q3, the OEMs need to refill their inventories from low levels, which means that there should be fairly robust demand for 14nm Skylake processors (2H of the year is seasonally strong, amplifying this effect). I would imagine, then, that Intel is allocating the vast majority of its 14nm production to servicing these big OEM needs since, after all, this is how most PCs are sold.
The "boxed" processors that you and I buy aren't the first priority; OEMs need to be serviced first and once Intel CPU supply and OEM demand are in balance, Intel will increase supply of boxed processors.
Just my two cents, for what it's worth.