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by toast0
1759 days ago
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Currently, AMD is fab capacity limited and couldn't get enough cpus made to be 50% of datacenter purchases. Add to that some reality about purchaser reluctance to switch, in part because of at least perceived quality of platform support, and Intel still has a lot of breathing room. We're starting to see some positive signs from Intel fabs, so they could likely recover, as they have before. For AMD to become dominant, they will need to continue to do excellent work for a few more years while Intel continues to wallow as they have since maybe Skylake. |
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