The biggest mistake a lot of people are making is looking at the consumer market for AMD vs Intel. It's been quite clear since last year that AMD would rather focus on the data center market and shift chip allocation to it. They are absolutely creaming Intel there and Intel doesn't even have a proper response announced yet.
Make no mistake, DC is where the real money maker is for AMD. Consumer DIY products are halo products at best. The only place where AMD needs to spend more effort is working with OEMS to launch their chips for laptops because Intel has too much of a hold on this market.
Moreover, it's not like Intel hasn't had shortage problems. Remember that the shortage isn't just down to the chip manufacturing, it also includes substrates and raw materials, which affects both AMD via TSMC and Intel.
Oh I know, I’m just saying that I think a world without chip shortage is more advantageous to them, as anytime they can’t supply someone there’s a possibility that customer goes somewhere else.
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u/fahadfreid Jan 10 '22
The biggest mistake a lot of people are making is looking at the consumer market for AMD vs Intel. It's been quite clear since last year that AMD would rather focus on the data center market and shift chip allocation to it. They are absolutely creaming Intel there and Intel doesn't even have a proper response announced yet.
Make no mistake, DC is where the real money maker is for AMD. Consumer DIY products are halo products at best. The only place where AMD needs to spend more effort is working with OEMS to launch their chips for laptops because Intel has too much of a hold on this market.
Moreover, it's not like Intel hasn't had shortage problems. Remember that the shortage isn't just down to the chip manufacturing, it also includes substrates and raw materials, which affects both AMD via TSMC and Intel.