This just proves that Intel is sinking faster with AMD and ARM chipping away market share from every segment.
Yet, Intel is selling every processor they make, as fast as they make it, with orders stacking up. If that is a failing company, I wanna own one. Even more significant is that AMD now clearly has the IPC and Core count lead, pretty much giving them the advantage. They still have a LONG way to go to even match Intel, let alone beat them, in terms of quantity sold.
Intel growing at 3% is still a FAR larger amount than AMD growing at 10%.
Intel has locked up TSMC 3nm, potentially preventing AMD from being able to produce enough chips to meet demand. Sadly reminiscent of their antics (paid exclusivity) last time AMD had a good product and was gaining market share. Although this is less direct, the effect (bad for competition) could be the same:
And this time, it is completely LEGAL. It is completely within normal business practice.
AMD bought as much 3nm as they wanted several months ago.
Intel only bought the "leftovers" .
According to a report from Fast Technology, AMD has booked its share of 5nm and 3nm capacity with TSMC for the next two years to ensure it gets enough wafers to satisfy growing consumer demand. The two companies will be collaborating in the second half of the year to increase the production...
www.hardwaretimes.com
What Intel did here was lock it up so that AMD couldn't expand more, and limits AMD's exercisable options. I see this as an effective attempt to stop AMD's growth further than it is. This is a lesson to AMD to not rely on TSMC alone to manufacture it's processors, and to spread their manufacturing to other companies.