Asus CEO: Intel 14nm CPU Shortage Has Affected Business

[Lucian Armasu]

Asus CEO Jerry Shen says the company has seen shipments to the builder community, including motherboards, impacted by Intel's current CPU supply status.

Asus CEO: Intel 14nm CPU Shortage Has Affected Business : Read more

 

[rantoc]

And in the meantime AMD is having the chance to strike... for real! Athlon era 2.0?

 

[sunder25]

I really hope they do. The PC CPU market needs real competition.

 

[redgarl]

How about promoting AMD platforms...?

 

[BonScott]

haha, Intel too busy trying to get yields on massively multi-core SINGLE dies, running smack up against Moore's Wall, what idiots.

 

[wownwow]

OEMs deserve the results from what they have been doing, almost solely relying on the one source, Intel!

 

[BonScott]

AMD (who was on 28nm just a couple years ago) will be on 7nm, while INTC has been at 14nm the whole time.

AMD had a dragon Intel did NOT EVEN KNOW ABOUT; Infinity Fabric (plus a Jim Keller CPU Beeeches !!!!)

 

[BonScott]

... and now AMD is assaulting the Intel castle.

 

[BonScott]

... and those massively multi-core SINGLE dies have way worse thermals and can't clock near AMD's TR, Epyc, Rome on all cores ... and the only Intel ones that can are low yield, expensive, and require a RIDICULOUS cooling system.

Cloud want performance w/ low TCO. Intel is done.

 

[BonScott]

OEMs deserve the results from what they have been doing, almost solely relying on the one source, Intel!

Intel bribed and strong-armed the handful of OEMS that existed last decade to NOT sell PCs with AMD CPUs. Michael Dell almost went to jail for not disclosing INtel kickbacks.

AMD almost went BK, lost their fabs, then made bad CPU decisions and CPUs but were also ALWAYS on a smaller node since then. Re-hired Jim Keller and Raja Koduri in 2012 and 2013 (now both at Intel). And they are now conquering Intel in the one area EVERYONE thought was IMPOSSIBLE, Servers (and now Cloud).

The OEMs and components suppliers that also got squuezed by Intel's stolen monopoly know Intel well, its payback, there will be no tears for Intel.

 

[BonScott]

I meant Intel has been on smaller node ... but not anymore

 

[jimmysmitty]

I really hope they do. The PC CPU market needs real competition.

People forget but when the Athlon was king AMDs prices matched or exceeded Intels. If AMD becomes the market leader it will happen again. AMD is still a company with share holders who want to see profits rise, not remain stagnant or drop.

How about promoting AMD platforms...?

They do. Problem is branding is not AMDs forte and they have never had a heavy marketing presence outside of enthusiasts. There are people who will only buy Intel so pushing AMD to those people is the same as pushing Intel to AMD, after all I knew plenty of people who bought Phenom 9500s even though they were inferior to Core 2 Quad and plenty of people who bought a Pentium 4 over an Athlon 64.

AMD (who was on 28nm just a couple years ago) will be on 7nm, while INTC has been at 14nm the whole time.

AMD had a dragon Intel did NOT EVEN KNOW ABOUT; Infinity Fabric (plus a Jim Keller CPU Beeeches !!!!)

Except Jim Keller now works for Intel and Intel has UPI which is just as fast is not slightly faster (latency wise) than IF is.

... and those massively multi-core SINGLE dies have way worse thermals and can't clock near AMD's TR, Epyc, Rome on all cores ... and the only Intel ones that can are low yield, expensive, and require a RIDICULOUS cooling system.

Cloud want performance w/ low TCO. Intel is done.

Intel is far from done. Besides still controlling the majority of the server and HPC market, which would take quite a few years for AMD to flip, they have their hands in most every product PC related.

What you should hope for is that Intel comes out with a better answer to Epyc to force AMD to answer back again. Otherwise AMD will become just like Intel and stagnate. Competition is the only thing that pushes a market forward, not one winner and a loser.

Look at GPUs. AMD has not challenged nVidia for a while and now we have a top end GPU that is over priced.

 

[BonScott]

I really hope they do. The PC CPU market needs real competition.

People forget but when the Athlon was king AMDs prices matched or exceeded Intels. If AMD becomes the market leader it will happen again. AMD is still a company with share holders who want to see profits rise, not remain stagnant or drop.

How about promoting AMD platforms...?

They do. Problem is branding is not AMDs forte and they have never had a heavy marketing presence outside of enthusiasts. There are people who will only buy Intel so pushing AMD to those people is the same as pushing Intel to AMD, after all I knew plenty of people who bought Phenom 9500s even though they were inferior to Core 2 Quad and plenty of people who bought a Pentium 4 over an Athlon 64.

AMD (who was on 28nm just a couple years ago) will be on 7nm, while INTC has been at 14nm the whole time.

AMD had a dragon Intel did NOT EVEN KNOW ABOUT; Infinity Fabric (plus a Jim Keller CPU Beeeches !!!!)

Except Jim Keller now works for Intel and Intel has UPI which is just as fast is not slightly faster (latency wise) than IF is.

... and those massively multi-core SINGLE dies have way worse thermals and can't clock near AMD's TR, Epyc, Rome on all cores ... and the only Intel ones that can are low yield, expensive, and require a RIDICULOUS cooling system.

Cloud want performance w/ low TCO. Intel is done.

Intel is far from done. Besides still controlling the majority of the server and HPC market, which would take quite a few years for AMD to flip, they have their hands in most every product PC related.

What you should hope for is that Intel comes out with a better answer to Epyc to force AMD to answer back again. Otherwise AMD will become just like Intel and stagnate. Competition is the only thing that pushes a market forward, not one winner and a loser.

Look at GPUs. AMD has not challenged nVidia for a while and now we have a top end GPU that is over priced.

Cloud don't care about brand. The only thing holding AMD back is capacity. Pay attention to how AMD has freed itself from the GloFo Albotros in 2019 with TSMC.

Who got the 7nm GPUs out first on TSMC? AMD or NVDA?

AMD and TSMC are gonna make alot of money together.

Just remember, a year from now, AMD was $20/sh.

 

[BonScott]

I really hope they do. The PC CPU market needs real competition.

People forget but when the Athlon was king AMDs prices matched or exceeded Intels. If AMD becomes the market leader it will happen again. AMD is still a company with share holders who want to see profits rise, not remain stagnant or drop.

How about promoting AMD platforms...?

They do. Problem is branding is not AMDs forte and they have never had a heavy marketing presence outside of enthusiasts. There are people who will only buy Intel so pushing AMD to those people is the same as pushing Intel to AMD, after all I knew plenty of people who bought Phenom 9500s even though they were inferior to Core 2 Quad and plenty of people who bought a Pentium 4 over an Athlon 64.

AMD (who was on 28nm just a couple years ago) will be on 7nm, while INTC has been at 14nm the whole time.

AMD had a dragon Intel did NOT EVEN KNOW ABOUT; Infinity Fabric (plus a Jim Keller CPU Beeeches !!!!)

Except Jim Keller now works for Intel and Intel has UPI which is just as fast is not slightly faster (latency wise) than IF is.

... and those massively multi-core SINGLE dies have way worse thermals and can't clock near AMD's TR, Epyc, Rome on all cores ... and the only Intel ones that can are low yield, expensive, and require a RIDICULOUS cooling system.

Cloud want performance w/ low TCO. Intel is done.

Intel is far from done. Besides still controlling the majority of the server and HPC market, which would take quite a few years for AMD to flip, they have their hands in most every product PC related.

What you should hope for is that Intel comes out with a better answer to Epyc to force AMD to answer back again. Otherwise AMD will become just like Intel and stagnate. Competition is the only thing that pushes a market forward, not one winner and a loser.

Look at GPUs. AMD has not challenged nVidia for a while and now we have a top end GPU that is over priced.

... when a basically $4B/yr revenue, break even company goes from basically 0% market share of a $30B/yr market to having clearly the best CPU and roadmap to take at least half of that ... what happens to their stock price.

Its still has a LOOOOOOOOOOOOOOOOONG way to go.

 

[jimmysmitty]

I really hope they do. The PC CPU market needs real competition.

People forget but when the Athlon was king AMDs prices matched or exceeded Intels. If AMD becomes the market leader it will happen again. AMD is still a company with share holders who want to see profits rise, not remain stagnant or drop.

How about promoting AMD platforms...?

They do. Problem is branding is not AMDs forte and they have never had a heavy marketing presence outside of enthusiasts. There are people who will only buy Intel so pushing AMD to those people is the same as pushing Intel to AMD, after all I knew plenty of people who bought Phenom 9500s even though they were inferior to Core 2 Quad and plenty of people who bought a Pentium 4 over an Athlon 64.

AMD (who was on 28nm just a couple years ago) will be on 7nm, while INTC has been at 14nm the whole time.

AMD had a dragon Intel did NOT EVEN KNOW ABOUT; Infinity Fabric (plus a Jim Keller CPU Beeeches !!!!)

Except Jim Keller now works for Intel and Intel has UPI which is just as fast is not slightly faster (latency wise) than IF is.

... and those massively multi-core SINGLE dies have way worse thermals and can't clock near AMD's TR, Epyc, Rome on all cores ... and the only Intel ones that can are low yield, expensive, and require a RIDICULOUS cooling system.

Cloud want performance w/ low TCO. Intel is done.

Intel is far from done. Besides still controlling the majority of the server and HPC market, which would take quite a few years for AMD to flip, they have their hands in most every product PC related.

What you should hope for is that Intel comes out with a better answer to Epyc to force AMD to answer back again. Otherwise AMD will become just like Intel and stagnate. Competition is the only thing that pushes a market forward, not one winner and a loser.

Look at GPUs. AMD has not challenged nVidia for a while and now we have a top end GPU that is over priced.

Cloud don't care about brand. The only thing holding AMD back is capacity. Pay attention to how AMD has freed itself from the GloFo Albotros in 2019 with TSMC.

Who got the 7nm GPUs out first on TSMC? AMD or NVDA?

AMD and TSMC are gonna make alot of money together.

Just remember, a year from now, AMD was $20/sh.

TSMC will have their own bottlenecks. They now have nVidia, AMDs GPUs and CPUs and rumor is Intel will be using them along with other companies.

And as has been seen it doesn't look like AMDs 7nm will compete with Turing like people want.

... when a basically $4B/yr revenue, break even company goes from basically 0% market share of a $30B/yr market to having clearly the best CPU and roadmap to take at least half of that ... what happens to their stock price.

Its still has a LOOOOOOOOOOOOOOOOONG way to go.

There is more to it than just swappinf out. There are a lot of gears in a network and server farms. If you run VM you can't just swap out to AMD or Intel. Normally you would change out all VM Hosts at once. Not many companies will front that kind of money. However we will see. You are expecting AMD to grab 50% market share in a year or two. I think it would take much longer than that to get up to 50% and that is if it stays the current way it is with AMD having more cores per dollar.

I guess we shall see but I for one want to see Intel strike back to make AMD strke back harder.

 

[BonScott]

I really hope they do. The PC CPU market needs real competition.

People forget but when the Athlon was king AMDs prices matched or exceeded Intels. If AMD becomes the market leader it will happen again. AMD is still a company with share holders who want to see profits rise, not remain stagnant or drop.

How about promoting AMD platforms...?

They do. Problem is branding is not AMDs forte and they have never had a heavy marketing presence outside of enthusiasts. There are people who will only buy Intel so pushing AMD to those people is the same as pushing Intel to AMD, after all I knew plenty of people who bought Phenom 9500s even though they were inferior to Core 2 Quad and plenty of people who bought a Pentium 4 over an Athlon 64.

AMD (who was on 28nm just a couple years ago) will be on 7nm, while INTC has been at 14nm the whole time.

AMD had a dragon Intel did NOT EVEN KNOW ABOUT; Infinity Fabric (plus a Jim Keller CPU Beeeches !!!!)

Except Jim Keller now works for Intel and Intel has UPI which is just as fast is not slightly faster (latency wise) than IF is.

... and those massively multi-core SINGLE dies have way worse thermals and can't clock near AMD's TR, Epyc, Rome on all cores ... and the only Intel ones that can are low yield, expensive, and require a RIDICULOUS cooling system.

Cloud want performance w/ low TCO. Intel is done.

Intel is far from done. Besides still controlling the majority of the server and HPC market, which would take quite a few years for AMD to flip, they have their hands in most every product PC related.

What you should hope for is that Intel comes out with a better answer to Epyc to force AMD to answer back again. Otherwise AMD will become just like Intel and stagnate. Competition is the only thing that pushes a market forward, not one winner and a loser.

Look at GPUs. AMD has not challenged nVidia for a while and now we have a top end GPU that is over priced.

Cloud don't care about brand. The only thing holding AMD back is capacity. Pay attention to how AMD has freed itself from the GloFo Albotros in 2019 with TSMC.

Who got the 7nm GPUs out first on TSMC? AMD or NVDA?

AMD and TSMC are gonna make alot of money together.

Just remember, a year from now, AMD was $20/sh.

TSMC will have their own bottlenecks. They now have nVidia, AMDs GPUs and CPUs and rumor is Intel will be using them along with other companies.

And as has been seen it doesn't look like AMDs 7nm will compete with Turing like people want.

... when a basically $4B/yr revenue, break even company goes from basically 0% market share of a $30B/yr market to having clearly the best CPU and roadmap to take at least half of that ... what happens to their stock price.

Its still has a LOOOOOOOOOOOOOOOOONG way to go.

There is more to it than just swappinf out. There are a lot of gears in a network and server farms. If you run VM you can't just swap out to AMD or Intel. Normally you would change out all VM Hosts at once. Not many companies will front that kind of money. However we will see. You are expecting AMD to grab 50% market share in a year or two. I think it would take much longer than that to get up to 50% and that is if it stays the current way it is with AMD having more cores per dollar.

I guess we shall see but I for one want to see Intel strike back to make AMD strke back harder.

 

[BonScott]

AWS is 26% of all cloud servers. Now check out Tencent, Alibaba.

Intel just hired Keller and Kodura. It took AMD 5 years from there hire to be back.
Intel has no answer until then. Large multi core strategy has left them screwed. Unless their EMIB advances quickly, they are screwed in Cloud and Data Center. Its only a matter of time.

 

[BonScott]

"And as has been seen it doesn't look like AMDs 7nm will compete with Turing like people want." what planet are you on?

 

[BonScott]

"Except Jim Keller now works for Intel and Intel has UPI which is just as fast is not slightly faster (latency wise) than IF is."

Oh really, in what product? Intel selling power point presentations now?
How"s Optane doing?
How's mobile CPU's doing? graphics? 10nm?

 

[kinggremlin]

I really hope they do. The PC CPU market needs real competition.

People forget but when the Athlon was king AMDs prices matched or exceeded Intels. If AMD becomes the market leader it will happen again. AMD is still a company with share holders who want to see profits rise, not remain stagnant or drop.

How about promoting AMD platforms...?

They do. Problem is branding is not AMDs forte and they have never had a heavy marketing presence outside of enthusiasts. There are people who will only buy Intel so pushing AMD to those people is the same as pushing Intel to AMD, after all I knew plenty of people who bought Phenom 9500s even though they were inferior to Core 2 Quad and plenty of people who bought a Pentium 4 over an Athlon 64.

AMD (who was on 28nm just a couple years ago) will be on 7nm, while INTC has been at 14nm the whole time.

AMD had a dragon Intel did NOT EVEN KNOW ABOUT; Infinity Fabric (plus a Jim Keller CPU Beeeches !!!!)

Except Jim Keller now works for Intel and Intel has UPI which is just as fast is not slightly faster (latency wise) than IF is.

... and those massively multi-core SINGLE dies have way worse thermals and can't clock near AMD's TR, Epyc, Rome on all cores ... and the only Intel ones that can are low yield, expensive, and require a RIDICULOUS cooling system.

Cloud want performance w/ low TCO. Intel is done.

Intel is far from done. Besides still controlling the majority of the server and HPC market, which would take quite a few years for AMD to flip, they have their hands in most every product PC related.

What you should hope for is that Intel comes out with a better answer to Epyc to force AMD to answer back again. Otherwise AMD will become just like Intel and stagnate. Competition is the only thing that pushes a market forward, not one winner and a loser.

Look at GPUs. AMD has not challenged nVidia for a while and now we have a top end GPU that is over priced.

Cloud don't care about brand. The only thing holding AMD back is capacity. Pay attention to how AMD has freed itself from the GloFo Albotros in 2019 with TSMC.

Who got the 7nm GPUs out first on TSMC? AMD or NVDA?

AMD and TSMC are gonna make alot of money together.

Just remember, a year from now, AMD was $20/sh.

TSMC will have their own bottlenecks. They now have nVidia, AMDs GPUs and CPUs and rumor is Intel will be using them along with other companies.

And as has been seen it doesn't look like AMDs 7nm will compete with Turing like people want.

... when a basically $4B/yr revenue, break even company goes from basically 0% market share of a $30B/yr market to having clearly the best CPU and roadmap to take at least half of that ... what happens to their stock price.

Its still has a LOOOOOOOOOOOOOOOOONG way to go.

There is more to it than just swappinf out. There are a lot of gears in a network and server farms. If you run VM you can't just swap out to AMD or Intel. Normally you would change out all VM Hosts at once. Not many companies will front that kind of money. However we will see. You are expecting AMD to grab 50% market share in a year or two. I think it would take much longer than that to get up to 50% and that is if it stays the current way it is with AMD having more cores per dollar.

I guess we shall see but I for one want to see Intel strike back to make AMD strke back harder.

Why would you even waste your time responding to someone delusional enough to predict 50% market share for AMD? It was big news last quarter when AMD reached 1% in the server market for the first time in 4 years. ONE PERCENT. AMD themselves have said they would be happy to reach 10% in the server market by the end of 2019 with Rome Epyc. They aren't getting anywhere near 50% in the foreseeable future. Same goes for the mobile market. Completely dominated by Intel with no realistic scenario that would get AMD anywhere near 50% market share in the next couple of years. AMD's only quasi-realistic shot at 50% market share is in the desktop market. And that accounts for only 20% of the total CPU market. If Intel can get 10nm enterprise CPU's to market in 2020, they will continue to dominate the overall market.

 

[BonScott]

I really hope they do. The PC CPU market needs real competition.

w

People forget but when the Athlon was king AMDs prices matched or exceeded Intels. If AMD becomes the market leader it will happen again. AMD is still a company with share holders who want to see profits rise, not remain stagnant or drop.

How about promoting AMD platforms...?

They do. Problem is branding is not AMDs forte and they have never had a heavy marketing presence outside of enthusiasts. There are people who will only buy Intel so pushing AMD to those people is the same as pushing Intel to AMD, after all I knew plenty of people who bought Phenom 9500s even though they were inferior to Core 2 Quad and plenty of people who bought a Pentium 4 over an Athlon 64.

AMD (who was on 28nm just a couple years ago) will be on 7nm, while INTC has been at 14nm the whole time.

AMD had a dragon Intel did NOT EVEN KNOW ABOUT; Infinity Fabric (plus a Jim Keller CPU Beeeches !!!!)

Except Jim Keller now works for Intel and Intel has UPI which is just as fast is not slightly faster (latency wise) than IF is.

... and those massively multi-core SINGLE dies have way worse thermals and can't clock near AMD's TR, Epyc, Rome on all cores ... and the only Intel ones that can are low yield, expensive, and require a RIDICULOUS cooling system.

Cloud want performance w/ low TCO. Intel is done.

Intel is far from done. Besides still controlling the majority of the server and HPC market, which would take quite a few years for AMD to flip, they have their hands in most every product PC related.

What you should hope for is that Intel comes out with a better answer to Epyc to force AMD to answer back again. Otherwise AMD will become just like Intel and stagnate. Competition is the only thing that pushes a market forward, not one winner and a loser.

Look at GPUs. AMD has not challenged nVidia for a while and now we have a top end GPU that is over priced.

Cloud don't care about brand. The only thing holding AMD back is capacity. Pay attention to how AMD has freed itself from the GloFo Albotros in 2019 with TSMC.

Who got the 7nm GPUs out first on TSMC? AMD or NVDA?

AMD and TSMC are gonna make alot of money together.

Just remember, a year from now, AMD was $20/sh.

TSMC will have their own bottlenecks. They now have nVidia, AMDs GPUs and CPUs and rumor is Intel will be using them along with other companies.

And as has been seen it doesn't look like AMDs 7nm will compete with Turing like people want.

... when a basically $4B/yr revenue, break even company goes from basically 0% market share of a $30B/yr market to having clearly the best CPU and roadmap to take at least half of that ... what happens to their stock price.

Its still has a LOOOOOOOOOOOOOOOOONG way to go.

There is more to it than just swappinf out. There are a lot of gears in a network and server farms. If you run VM you can't just swap out to AMD or Intel. Normally you would change out all VM Hosts at once. Not many companies will front that kind of money. However we will see. You are expecting AMD to grab 50% market share in a year or two. I think it would take much longer than that to get up to 50% and that is if it stays the current way it is with AMD having more cores per dollar.

I guess we shall see but I for one want to see Intel strike back to make AMD strke back harder.

Why would you even waste your time responding to someone delusional enough to predict 50% market share for AMD? It was big news last quarter when AMD reached 1% in the server market for the first time in 4 years. ONE PERCENT. AMD themselves have said they would be happy to reach 10% in the server market by the end of 2019 with Rome Epyc. They aren't getting anywhere near 50% in the foreseeable future. Same goes for the mobile market. Completely dominated by Intel with no realistic scenario that would get AMD anywhere near 50% market share in the next couple of years. AMD's only quasi-realistic shot at 50% market share is in the desktop market. And that accounts for only 20% of the total CPU market. If Intel can get 10nm enterprise CPU's to market in 2020, they will continue to dominate the overall market.

 

[BonScott]

Fool, remember to check AMD’s stock price on 11/14/2019 and check Intel’s too, on the anniversary of your ill-informed, foolishness.

 

[alextheblue]

AMD (who was on 28nm just a couple years ago) will be on 7nm, while INTC has been at 14nm the whole time.

Well to be fair the way fabs name nodes, TSMC "7nm" (and Samsung's 7nm) will probably be roughly on par with Intel's 10nm... but Intel is struggling a lot more than TSMC, which is embarrassing! However, Intel's current tweaked 14nm is still pretty decent, and their Core designs are good... so it's not as rough for Intel as the Netburst era.

Anyway I am a little concerned that TSMC will also end up being extremely strapped for capacity. The good news is that AMD's I/O plus chiplets paradigm vastly boosts the number of CPU cores they can squeeze out of every leading-edge wafer, and enables them to optimize the I/O block to make best use of a more mature process.

Intel has UPI which is just as fast is not slightly faster (latency wise) than IF is.

Well, it's not as though AMD is standing still, either. They're claiming better and more predictable performance for IF as part of their new setup. I would bet these improvements trickle down to processors with less chiplets and a more diminutive I/O chip. All very interesting to see unfold.

 

[BonScott]

I really hope they do. The PC CPU market needs real competition.

People forget but when the Athlon was king AMDs prices matched or exceeded Intels. If AMD becomes the market leader it will happen again. AMD is still a company with share holders who want to see profits rise, not remain stagnant or drop.

How about promoting AMD platforms...?

They do. Problem is branding is not AMDs forte and they have never had a heavy marketing presence outside of enthusiasts. There are people who will only buy Intel so pushing AMD to those people is the same as pushing Intel to AMD, after all I knew plenty of people who bought Phenom 9500s even though they were inferior to Core 2 Quad and plenty of people who bought a Pentium 4 over an Athlon 64.

AMD (who was on 28nm just a couple years ago) will be on 7nm, while INTC has been at 14nm the whole time.

AMD had a dragon Intel did NOT EVEN KNOW ABOUT; Infinity Fabric (plus a Jim Keller CPU Beeeches !!!!)

Except Jim Keller now works for Intel and Intel has UPI which is just as fast is not slightly faster (latency wise) than IF is.

... and those massively multi-core SINGLE dies have way worse thermals and can't clock near AMD's TR, Epyc, Rome on all cores ... and the only Intel ones that can are low yield, expensive, and require a RIDICULOUS cooling system.

Cloud want performance w/ low TCO. Intel is done.

Intel is far from done. Besides still controlling the majority of the server and HPC market, which would take quite a few years for AMD to flip, they have their hands in most every product PC related.

What you should hope for is that Intel comes out with a better answer to Epyc to force AMD to answer back again. Otherwise AMD will become just like Intel and stagnate. Competition is the only thing that pushes a market forward, not one winner and a loser.

Look at GPUs. AMD has not challenged nVidia for a while and now we have a top end GPU that is over priced.

Cloud don't care about brand. The only thing holding AMD back is capacity. Pay attention to how AMD has freed itself from the GloFo Albotros in 2019 with TSMC.

Who got the 7nm GPUs out first on TSMC? AMD or NVDA?

AMD and TSMC are gonna make alot of money together.

Just remember, a year from now, AMD was $20/sh.

TSMC will have their own bottlenecks. They now have nVidia, AMDs GPUs and CPUs and rumor is Intel will be using them along with other companies.

And as has been seen it doesn't look like AMDs 7nm will compete with Turing like people want.

... when a basically $4B/yr revenue, break even company goes from basically 0% market share of a $30B/yr market to having clearly the best CPU and roadmap to take at least half of that ... what happens to their stock price.

Its still has a LOOOOOOOOOOOOOOOOONG way to go.

There is more to it than just swappinf out. There are a lot of gears in a network and server farms. If you run VM you can't just swap out to AMD or Intel. Normally you would change out all VM Hosts at once. Not many companies will front that kind of money. However we will see. You are expecting AMD to grab 50% market share in a year or two. I think it would take much longer than that to get up to 50% and that is if it stays the current way it is with AMD having more cores per dollar.

I guess we shall see but I for one want to see Intel strike back to make AMD strke back harder.

Why would you even waste your time responding to someone delusional enough to predict 50% market share for AMD? It was big news last quarter when AMD reached 1% in the server market for the first time in 4 years. ONE PERCENT. AMD themselves have said they would be happy to reach 10% in the server market by the end of 2019 with Rome Epyc. They aren't getting anywhere near 50% in the foreseeable future. Same goes for the mobile market. Completely dominated by Intel with no realistic scenario that would get AMD anywhere near 50% market share in the next couple of years. AMD's only quasi-realistic shot at 50% market share is in the desktop market. And that accounts for only 20% of the total CPU market. If Intel can get 10nm enterprise CPU's to market in 2020, they will continue to dominate the overall market.

I guess a fool thinks mid double digits in servers = 10%. From Lisa Su’s lips. If you had any clue about tech, how to read a benchmark, etc, you would see, but please please please buy INTC, it’s a good value, gives a dividend, has a shit overprices, low yielding CPU about to get trounced.

 

[BonScott]

AMD (who was on 28nm just a couple years ago) will be on 7nm, while INTC has been at 14nm the whole time.

Well to be fair the way fabs name nodes, TSMC "7nm" (and Samsung's 7nm) will probably be roughly on par with Intel's 10nm... but Intel is struggling a lot more than TSMC, which is embarrassing! However, Intel's current tweaked 14nm is still pretty decent, and their Core designs are good... so it's not as rough for Intel as the Netburst era.

Anyway I am a little concerned that TSMC will also end up being extremely strapped for capacity. The good news is that AMD's I/O plus chiplets paradigm vastly boosts the number of CPU cores they can squeeze out of every leading-edge wafer, and enables them to optimize the I/O block to make best use of a more mature process.

Intel has UPI which is just as fast is not slightly faster (latency wise) than IF is.

Well, it's not as though AMD is standing still, either. They're claiming better and more predictable performance for IF as part of their new setup. I would bet these improvements trickle down to processors with less chiplets and a more diminutive I/O chip. All very interesting to see unfold.