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Title    AMD Ratcheting Up the Pressure on Intel
Date    Friday June 15 2018, @04:01AM
Author    martyb
Topic   
from the competition++ dept.
https://soylentnews.org/article.pl?sid=18/06/14/2019230

takyon writes:

Intel expects to lose some server/data center market share to AMD's Epyc line of chips:

The pitched battle between Intel and AMD has spread to the data center, and while Intel has been forthcoming that it expects to lose some market share in the coming months to AMD, Brian Krzanich's recent comments to Instinet analyst Roman Shah give us some insight into the surprising scope of AMD's threat. Shah recently sat down with Intel CEO Brian Krzanich and Barron's reported on his findings:

Shah relates that Krzanich "was very matter-of-fact in saying that Intel would lose server share to AMD in the second half of the year," which is not news, but he thought it significant that "Mr. Krzanich did not draw a firm line in the sand as it relates to AMD's potential gains in servers; he only indicated that it was Intel's job to not let AMD capture 15-20% market share." (emphasis added).

Furthermore, Intel's problems with the "10nm" node could allow AMD to pick up market share with "7nm" (although it may be similar in performance to Intel's "10nm"):

Nomura Instinet is less bullish on further stock gains for Intel after talking to the chipmaker's CEO, Brian Krzanich. [...] The analyst said Intel's problems in moving to its next-generation chip manufacturing technology may be a factor in its potential market share losses. The chipmaker revealed on its April 26 earnings conference call that it delayed volume production under its 10-nanometer chip manufacturing process to next year. Conversely, AMD said on its call that it plans to start next-generation 7-nanometer chip production in late 2018.

[...] "We see Mr. Krzanich's posture here reflecting the company's inability thus far to sufficiently yield 10nm for volume production while AMD's partner TSMC is currently making good progress on 7nm; thus, setting Intel up for stiff competition again in 2019," the analyst said.

Here are a couple of post-mortem articles on Intel's misleading 28-core CPU demo and more:

Rather than 28 cores, Intel may introduce 20 and 22 core CPUs to compete with AMD's Threadripper 2, along with 8-core Coffee Lake refresh CPUs to compete with Ryzen.


Original Submission

Links

  1. "takyon" - https://soylentnews.org/~takyon/
  2. "lose some server/data center market share" - https://www.tomshardware.com/news/intel-ceo-amd-server-market,37273.html
  3. "Instinet" - https://www.instinet.com/research-and-insights/us-equity-research.html
  4. "Barron's reported" - https://www.barrons.com/articles/tech-today-intel-vs-amd-instagrams-revenue-microsofts-games-1528724509
  5. "could allow AMD to pick up market share" - https://www.cnbc.com/2018/06/11/amd-will-create-stiff-competition-for-intel-next-year-analyst.html
  6. "Intel's misleading 28-core CPU demo" - https://soylentnews.org/article.pl?sid=18/06/07/1314217
  7. "AMD's 32-Core Threadripper 2 Is Making Intel Sweat" - https://www.pcmag.com/news/361855/amds-32-core-threadripper-2-is-making-intel-sweat
  8. "Intel 'forgets' a lot at their Computex Keynote" - https://www.semiaccurate.com/2018/06/14/intel-forgets-a-lot-at-their-computex-keynote/
  9. "may introduce 20 and 22 core CPUs" - https://www.fudzilla.com/news/pc-hardware/46544-intel-s-8-core-coffee-lake-refresh-could-come-this-autumn
  10. "Original Submission" - https://soylentnews.org/submit.pl?op=viewsub&subid=27330

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