The finalhalf is a mass of contradicrtions leading to an inescapablly pro amd bottom line.
holds the peak performance, and perhaps more importantly, performance-per-watt crown in the data center. Milan's higher core counts also offer superior performance density, thus allowing data centers to cram in more performance per server and further lower their operating costs, all of which is obviously attractive enough to justify the price increases. "
"Intel has ramped Ice Lake production and projects a possible 50% year-over-year increase in supply in 2022. In addition, in an attempt to retain market share, Intel isn't raising prices for its Ice Lake processors. Both of those factors could help blunt AMD's market share gains.
However, the report claims that Intel's full-scale Sapphire Rapids volume launch will be delayed until 'maybe' Q3 2022 (Intel had previously projected the formal launch in Q2 2022). Furthermore, the firm doesn't anticipate Sapphire Rapids will help Intel much, predicting that Intel will see further market share degradation due to 'materially higher' BOM pricing for Sapphire Rapids. "
"Intel CEO Pat Gelsinger recently said that Sapphire Rapids should put the company close to parity with AMD's data center chips (Sapphire Rapids will win some, lose some), but that he doesn't expect to gain a clear lead over AMD until Intel fields the next generation of data center chips. Wu sees that a bit differently, projecting that Milan and Genoa will retain the performance advantage over Xeon, resulting in AMD's continuing its explosive growth in the data center.
AMD is more supply-constrained than Intel, so its supply of silicon is obviously holding the company back from gaining market share more quickly. Still, Intel faces a tough challenge as TSMC continues to ramp 7nm capacity and AMD's 5nm Genoa comes to market later this year"
~ "they have more supply but no supply, not putting upprices but higher cost & uncompetitive perf, TSM is ramping 7nm & epyc will grow explosivedly"
the key is intel have nothing like Infinity Fabric - w/o which chiplest are just a buzz word.
all those cores are pointless if there are too many hops for inter chiplet core to core links - that has been amdS focus for a decade~
what it says is even when they place themselves at a huge bom disadvantage & throw everything at the problem, they are screwed on power & perf
amds margins will grow & grow, & intel will slowly starve while pretending to compete.
They are doomed but small investors wont know til too late.