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AMD's Fortunes Are Improving
#52
https://www.tomshardware.com/news/amd-vs...war-begins
Quote:Mercury Research, a CPU market analyst firm, released its market share report today, which highlights AMD's recent gains against Intel. The last quarterly share report did not include sales from AMD's Ryzen 3000 processors, but this report reflects 7nm processor sales as the company continues to claw back market share from Intel.

The report highlights that AMD grew in all segments, including desktop PCs, mobile, server, and the overall x86 market, fueled by the rise of AMD's Ryzen 3000 processors that offer a more advanced manufacturing process than Intel's 14nm chips. That affords density, power, performance, and pricing advantages.
...
In an interview at the Bernstein summit this morning, AMD CTO Mark Papermaster shed some light on the situation. Papermaster said the company met with unanticipated demand for high-end products and reiterated that TSMC supply shortages weren't the root of the problem. In response to a question about the shortages, Papermaster responded that the problem boiled down to binning for higher-performance CPU models. That means AMD wasn't yielding enough high-end chips from each wafer to satisfy demand for its fastest chips, but the company says it has adjusted to ensure supply.
...
It appears that AMD is headed in the right direction on all fronts, though Intel's dominant market position makes for slow progress. In the near term, Intel is ready to exploit its advantage of incumbency and sheer scale to slow AMD's progress, primarily through price cuts rather than innovative new products. We'll have to wait until next year to see the fruits of Intel's Comet Lake labors, but they largely look to be yet another iteration of the 14nm Skylake architecture. Without some severe price cuts, that isn't going to be enough to hold AMD back from stealing significantly more market share in the DIY and enthusiast markets.

AMD's EPYC Rome is also slowly gaining steam, and while it isn't a critical selling point for the client market, Intel's lack of PCIe 4.0 support is too hard to ignore for many high-performance applications, like in supercomputing and HPC. Those systems will be obsolete long before their expected shelf life of five years due to the now-bottlenecked interface. That's why we see AMD nearly running the table in HPC and supercomputer wins. All this means we can expect some drastic price adjustments to Intel's forthcoming server chips, too.
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Messages In This Thread
AMD's Fortunes Are Improving - by SteelCrysis - 03-01-2018, 04:03 AM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 03-01-2018, 05:44 AM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 03-06-2018, 10:13 PM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 03-10-2018, 10:41 AM
RE: AMD's Fortunes Are Improving - by dmcowen674 - 03-11-2018, 02:08 AM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 03-13-2018, 09:14 PM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 04-26-2018, 09:20 AM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 10-11-2018, 07:40 AM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 10-25-2018, 08:31 PM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 11-30-2018, 05:34 AM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 12-01-2018, 02:54 AM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 12-03-2018, 10:26 PM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 12-05-2018, 11:04 PM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 12-21-2018, 11:16 AM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 01-09-2019, 03:29 AM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 01-31-2019, 11:32 PM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 02-08-2019, 02:20 AM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 03-20-2019, 03:01 AM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 03-25-2019, 03:48 AM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 03-25-2019, 09:37 PM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 04-04-2019, 12:56 AM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 04-08-2019, 05:16 AM
RE: AMD's Fortunes Are Improving - by gstanford - 04-08-2019, 12:56 PM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 04-09-2019, 07:37 AM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 04-11-2019, 02:21 AM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 04-15-2019, 05:48 AM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 05-06-2019, 05:30 AM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 05-10-2019, 09:11 PM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 05-20-2019, 06:46 AM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 05-24-2019, 10:21 PM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 06-16-2019, 11:16 PM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 06-27-2019, 08:11 AM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 07-09-2019, 11:12 PM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 07-31-2019, 04:24 AM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 08-06-2019, 01:04 AM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 08-14-2019, 08:40 AM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 08-16-2019, 04:21 AM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 08-30-2019, 08:11 AM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 09-02-2019, 09:12 PM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 09-19-2019, 08:06 AM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 09-24-2019, 08:42 AM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 09-25-2019, 08:15 AM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 09-27-2019, 09:49 AM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 10-04-2019, 08:56 AM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 10-09-2019, 03:35 AM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 10-16-2019, 09:08 AM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 10-22-2019, 08:20 AM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 10-25-2019, 08:06 AM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 10-30-2019, 04:07 AM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 10-31-2019, 10:22 PM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 11-07-2019, 02:02 AM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 11-07-2019, 09:20 AM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 11-08-2019, 10:31 PM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 11-14-2019, 09:11 AM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 12-05-2019, 10:01 AM

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