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Amd should probably keep production of whatever they think will sell +20% to account for whatever new Intel screwup is revealed.
by mtgx 7y ago
Amd should probably keep production of whatever they think will sell +20% to account for whatever new Intel screwup is revealed.
- ksec 7y agoPure Speculation, judging from the slight delay ( 1Q ) in EPYC 2 introduction, my guess is that AMD wants the launch and fulfil all the demand of the big cloud provider ( AWS, Azure and Google ) while still have enough Chips for the rest of the market. The worst thing could happen is AMD announced their EPYC 2 and AWS getting all the stock with little left for other Channels. I have high expectation but I trust Dr Lisa Su and her executive team. And Intel is currently having a new low in my book.