News AMD's CPU Market Share and Revenue Jump as Apple's M1 Arm Chips Rise

JerryC

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How did they manage that when they were just in Congress crying because Intel has all of the fab space locked up tight for the next 4 years or so?
 

watzupken

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Mar 16, 2020
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This just proves that Intel is sinking faster with AMD and ARM chipping away market share from every segment. After using the M1 MacBook Air for about 3 months now, and quite frankly, other than gaming, the system does everything that a laptop with X86 CPU can do, while sipping power and running fanless.
 
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distortnx

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How did they manage that when they were just in Congress crying because Intel has all of the fab space locked up tight for the next 4 years or so?
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:

https://www.techradar.com/amp/news/intel-locks-down-all-remaining-tsmc-3nm-production-capacity-boxing-out-amd-and-apple

This is not good for the consumer and could lead to performance stagnation like what we went through post-Athlon 64 days. We need a strong AMD to keep Intel honest.

For those unfamiliar with what happened last time:

https://www.reuters.com/article/us-eu-intel-idUSTRE54C1SO20090513
 
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prtskg

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Nov 18, 2015
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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:

https://www.techradar.com/amp/news/intel-locks-down-all-remaining-tsmc-3nm-production-capacity-boxing-out-amd-and-apple

This is not good for the consumer and could lead to performance stagnation like what we went through post-Athlon 64 days. We need a strong AMD to keep Intel honest.

For those unfamiliar with what happened last time:

https://www.reuters.com/article/us-eu-intel-idUSTRE54C1SO20090513
Can Intel outbid Apple?
 
AMD bought as much 3nm as they wanted several months ago.
Intel only bought the "leftovers" .
 

waltc3

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Aug 4, 2019
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If the AMD store stock (US) is any indication, AMD's CPU production shortages are rapidly disappearing--if they aren't gone by now. When AMD is able to more closely meet demand for its CPUs, all I can say is that Intel had better brace itself...;) If only the GPU side would clear up. For most of the last couple of weeks the AMD store has had plenty of APUs and Zen 3 CPUs to sell, including the 5900 & the 5950--I noticed that the inventories held up fine for days at a time, and when they were exhausted--the next business day the Zen3's had been completely restocked.

Just checked--all are still in stock at the US AMD store.
 

Groveling_Wyrm

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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" .
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.
 

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