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Enterprise and data centers must consider the risk of a supplier not been able to fulfill their contracts. AMD is inherently more risky in the long term than In
by fpoling 7y ago
Enterprise and data centers must consider the risk of a supplier not been able to fulfill their contracts. AMD is inherently more risky in the long term than Intel as AMD does not produce chips themselves. So they must offer cheaper products just to account for that. Add extreme inertia in the enterprise sector and one can see why AMD cannot have the same profit margins as Intel.
- opencl 7y agoBoth Intel and GF had problems ramping up their new node. Intel has been stuck with chip shortages for the past year and is still on 14nm because of this, AMD was able to (partially) switch to TSMC. I'd say that AMD's ability to pick a vendor and potentially multi-source for fabrication puts them at significantly less risk of supply shortages.
- blihp 7y agoOver time they'll be able to show that. It's going to take them several more years before the memory of their previous architecture (i.e. the 5-10 years, depending on who you ask, prior to Ryzen) truly fades and they are seen as a serious long-term alternative to Intel by risk averse buyers.