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There's a perfect storm coming for Intel. For years they were able to sit on fat server margins because of superior fab process and CPU architecture. Now GF/S
by bit_logic 9y ago
There's a perfect storm coming for Intel. For years they were able to sit on fat server margins because of superior fab process and CPU architecture. Now GF/Samsung/TSMC is competitive in fab technology and AMD has Zen. The days of high server margins are coming to an end.
- kowdermeister 9y agoAnd they probably know this. However if those margins were there, they can now invest in another technology their competitors can't or won't.
- simcop2387 9y agoThey've been trying with the low power server market (better $/W ratios) but I don't think I've seen much fanfare about their offerings. It's still largely been in ARM's court for that still, though it's still a niche space comparatively.