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Old 28-11-19, 11:14 AM
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Samsung reportedly gets CPU orders from Intel amid supply shortfall

Some Intel CPUs may soon have Samsung Inside.



Read more about Intel reportedly moving some of its CPU manufacturing to Samsung.

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Old 28-11-19, 12:21 PM
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I can't believe that both Intel and AMD misjudged demand so badly. Wendell mentioned that even AMD has to order chips at least 3 months in advance from TSMC.
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Old 28-11-19, 01:13 PM
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Originally Posted by Avet View Post
I can't believe that both Intel and AMD misjudged demand so badly. Wendell mentioned that even AMD has to order chips at least 3 months in advance from TSMC.
You need to remember that it takes AGES to build a new foundry and to make new fabs operational. Predicting demand isn't easy.

As far as the "3 months in advance" thing goes, that's pretty standard for a new node with wide adoption.

The problem on Intel's side is their inability to keep up with Moore's Law. They need to go bigger and that means lower yields and fewer chips per wafer. Lowering X299 CPU prices only makes matters worse. More people will be buying the bigger chips...

Predicting the future is hard, and I'm sure AMD couldn't have predicted, or bet on, Intel messing up this badly. Intel has dropped the ball, HARD.
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Old 28-11-19, 02:59 PM
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increasing demand in the enterprise market
Erm what? they must have forecast to have increased sales YOY or at least had some plans to increase sales surely, as they always do and AMD has been chipping away at their enterprise market by significant amounts (in comparison to every other year, ever)
So they are stating that they can't keep up with less demand than they planned for? Or had they anticipated AMD would take more market than they have?
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Old 28-11-19, 03:03 PM
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I think they're implying that market growth is so high with datacentres/cloud that even with a %age marketshare loss to AMD they're still growing in absolutely units sold terms, seems like both companies are operating near capacity in this sphere with the growth it's seen recently. Ofc Intel could have catered to it had they not had to play musical chairs with their fabs to make up for 10nm's delays.
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