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I saw this posted elsewhere. This is volume, not revenue, and doesn't include other "still standing" CPU architectures like IBM Power, but provides some interesting trend data.
AMD gained share in revenue and units. AMD ASP is higher than Intels. Intel is limited by IFS capacity, AMD is not limited. AMD GM is much higher than Intels even though they outsource to TSMC.
Customers are wanting old stuff from Intel, Not the new stuff. This explains how Intel can have flat revenue in this PC/Server Boom while everyone else grows.
AMD gained share in revenue and units. AMD ASP is higher than Intels. Intel is limited by IFS capacity, AMD is not limited. AMD GM is much higher than Intels even though they outsource to TSMC.
Customers are wanting old stuff from Intel, Not the new stuff. This explains how Intel can have flat revenue in this PC/Server Boom while everyone else grows.
AMD gained share in revenue and units. AMD ASP is higher than Intels. Intel is limited by IFS capacity, AMD is not limited. AMD GM is much higher than Intels even though they outsource to TSMC.
Customers are wanting old stuff from Intel, Not the new stuff. This explains how Intel can have flat revenue in this PC/Server Boom while everyone else grows.
That said, that doesn't mean AMD has no restrictions. Right now, the N4 process is the mainstream, so it's fine, but if they move to N2 or something, the competition for production equipment will become much more intense, right?
