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• #5246 S_x96x_S addikt

  Új Válasz 2021-06-09 10:21:06 #5246

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  S_x96x_S

  addikt

  egyes tőzsdei elemzők szerint már nem fenyegeti az Intelt az AMD ..
  de majd meglátjuk .. Azért az Intelnek se lesz egyszerű dolga ..

  "
  Intel: AMD Threat Is Finished
  Summary

  Although competition from Arm is increasing, AMD remains Intel’s biggest competitor, as concerns of losing market share weigh on Intel’s valuation.

  AMD's short-lived laptop competitiveness is already waning. Intel will further crush AMD with its (up to) 16-core Alder Lake: going from half the core count, to double in one generation.

  Intel is also re-investing in the (high-end) desktop, could leapfrog AMD in the data center, and seems to be overtaking AMD-Xilinx for FPGA leadership.
  AMD is slow to transition to the leading edge in process technology. For example, AMD will not launch 5nm laptop CPUs until 2023, when Intel might have outsourced (TSMC) 3nm.

  Given all the above, the Intel bear thesis of AMD benefiting from Intel's stumbles, gaining a large tech advantage and taking much market share, is finally finished.
  "
  
  a csoda-stratégia:
  "
  By 2023, with Meteor Lake Intel will have a "breakthrough" (as Intel called it) CPU architecture that might leapfrog AMD, perhaps reaching Intel's goal of "unquestioned leadership". Built on TSMC's 3nm and its own 7nm, it will be about half node to a full node ahead of AMD's 5nm portfolio."
  
  

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