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Regardless of comparative product quality, AMD does not have access to the fab capacity to compete with more than 10-20% of the volume of CPUs that intel ships.
by tpurves 9y ago
Regardless of comparative product quality, AMD does not have access to the fab capacity to compete with more than 10-20% of the volume of CPUs that intel ships. AMD is the only other x86 competitor which, for the time being, are not easily replaceable for a large swath of the market (eg desktop and server cpus). AMD can threaten Intel’s margins, or up to 20% of their volume, but otherwise intel is monopolistic to a significant degree.
- petra 9y agoIs that capacity only from global foundries ? What about tsmc ?
- Tuna-Fish 9y agoAs of right now, AMD only designs their CPUs to work on the GloFo foundry. They could relatively easily expand production to the samsung fabs (as those are using almost the same process), but moving to use TSMC would require expensive and time-consuming redesign.