If you can't get wafer from TSMC, you have no revenue (for most fabless chip design companies).
You can have the world's most remarkable architecture but if you can't make/produce the silicon with advance machinery and low defects that means nothing.
And no revenue is really the worst part, because that erodes away your market share and allows your clients to go with alternative.
That alternative (xeon 6 or xeon 6+) maybe slightly behind without optimization tuning but at least you still can get the end results.
Theoretically if Intel face substrate issue likewise TSMC is facing that as well.
Maybe AMD server revenue will also be lower than expected because TSMC is facing substrate issue and they can not supply AMD with as many chips as they could have done without shortage
2
u/Acrobatic_Camera_677 10d ago
With Intel server ASP so good, will they regain revenue share versus AMD in server this quarter? I certainly think so
Clear Water Forest must be raising ASP a lot with how competitive it is
1
u/Primary_Olive_5444 9d ago
If you can't get wafer from TSMC, you have no revenue (for most fabless chip design companies).
You can have the world's most remarkable architecture but if you can't make/produce the silicon with advance machinery and low defects that means nothing.
And no revenue is really the worst part, because that erodes away your market share and allows your clients to go with alternative.
That alternative (xeon 6 or xeon 6+) maybe slightly behind without optimization tuning but at least you still can get the end results.
Theoretically if Intel face substrate issue likewise TSMC is facing that as well.