Is that even realistically possible?My point earlier was that when Pat took the job, they needed to have a strategy that would get them their 90% server market share back.
When you lose shares because you are behind, you aren't just losing volumes, but revenue per unit sold, plus margins because you can't sell as many high end products.Is that even realistically possible?
Thr resurgent AMD of today is far stronger. Even if Intel took all of AMD's marketshare (and that's a big IF), it still wouldn't be 90% of the pie. Remember that ARM also has a growing presence in servers, and all the hypercalers are using it (Amazon- Graviton, Microsoft - Cobalt, Google - Axion, etc...)
Why would anybody? Even if I were qualified, I wouldn't want it. Not even for $17M /year salary. That's a sinking ship.
Does it make sense to you that TSMC gave Intel a 40% discount? Why would they do that? Doesn't make any sense for them to give such a big discount.If you are still carrying water for push ups Pat the bible thumper, it's not too late to jump off tha wagon.
https://www.reuters.com/technology/...-fumbled-revival-an-american-icon-2024-10-29/
That one is entirely on him. Read the rest; he's cancer.
Does it make sense to you that TSMC gave Intel a 40% discount? Why would they do that? Doesn't make any sense for them to give such a big discount.
With 40% discount It would be cheaper than N5/N4 in my opinion.Early in the life of N3, there were some problems / delays / lower then expected specs on N3B. Many customers (including AMD) altered their roadmaps and stayed on N5/N4.
TSMC probably had unsold capacity, a bunch of it, so they gave Intel incentives. Just my speculation.
Does it make sense to you that TSMC gave Intel a 40% discount? Why would they do that? Doesn't make any sense for them to give such a big discount.
Also Intel booked that capacity super early and before the pandemic boom, TSMC probably didn't have that many large customers signed on N3 at that point. The 40% "discount" could just be price of N3 in 2020 vs price of N3 today.
If there was a discount lets say those 40% because of poor yields, then TSMC can't just say It wants the full amount. They had to have a contract with Intel. If the contract will expire in the near future, then I can understand there won't be any more discounts and this will finally make sense to me.When Apple started using N3B reports were that the yields were in the 50-60% range, which is why Apple got KGD pricing. If they wouldn't give Intel similar KGD pricing they would have to give them some sort of discount to reflect that while N3B yields would probably improve somewhat over time they were never going to be the 90% range typical of TSMC nodes once they enter mass production.
All this talk about Intel regaining their previous dominant marketshare assumes /implies that it was their birthright and the natural order of things. It never was.
Yea, that article was long on opinion, assumptions and innuendo, but pretty short on hard facts. It certainly seems unlikely Intel would get such a large discount, and even less likely that TSMC would rescind it because somebody made a comment that offended them. If the discount was "real" wouldnt there have been some sort of contract signed that could not be voided?Does it make sense to you that TSMC gave Intel a 40% discount? Why would they do that? Doesn't make any sense for them to give such a big discount.
Maybe, but how much capacity does AMD have? Can they provide chips for 40% or 60% or more of the market?Precisely. It is not deserved. The market share Intel has is not thanks to merit of Intel's products. If market share reflected merit of the products, Intel would have 40% market share, not 80% market share.
AMD has no capacity.Maybe, but how much capacity does AMD have? Can they provide chips for 40% or 60% or more of the market?
It doesn't change overnight. They'll keep increasing capacity and eating Intel's lunch slowly and surely.Maybe, but how much capacity does AMD have? Can they provide chips for 40% or 60% or more of the market?
If there was a discount lets say those 40% because of poor yields, then TSMC can't just say It wants the full amount. They had to have a contract with Intel. If the contract will expire in the near future, then I can understand there won't be any more discounts and this will finally make sense to me.
It doesn't change overnight. They'll keep increasing capacity and eating Intel's lunch slowly and surely.
2 PM PST ??This quarter may be a good example of that. AMD gained +26% revenue from last quarter in client while Intel is going to report far less than that QoQ. Probably up only in single digit percentage.
We will see in a couple of hours.