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The server market moves and replaces slowly. Even when Intel was beating AMD by 30% or more it still took years for AMD percentages to drop. AMD EPYC on AWS is
by hajile 6y ago
The server market moves and replaces slowly. Even when Intel was beating AMD by 30% or more it still took years for AMD percentages to drop.
AMD EPYC on AWS is 10.42% cheaper than Intel per hour across the board for m5 instances (9.6% cheaper for t3 instances). 7nm EPYC saves more than 10% power vs Intel 14nm and per-chip savings from buying AMD are way more than 10% vs similar Intel offerings. Why can Amazon spike prices that much? Because people will pay and still consider it a deal.
AMD's main issue still seems to be available due to do much competition for 7nm and tsmc being reluctant to build new fabs.
- Teever 6y agoDo you have any idea why TSMC is reluctant to build new fabs?
- dogma1138 6y agoBecause outside of very specific cases like solar panels, display and LEDs spinning up new fabs seems to be quite risky the investment costs is huge and it seems that TSMC is very much content to make major bucks with fewer customers that are chasing the latest and greatest node. The more fabs they have the slower their node progression will be and the cost of each new node these days seems to be almost exponential.
- ksec 6y agoThis keeps coming up every time there is "perceived" shortage of capacity. TSMC dont have capacity problem. They are very much willing to built Fabs if their customers are committed to it. But no company other than Apple has ever done that. AMD could have place a large order over the course of the year. Basically a bet that they will sell that many chips. And TSMC will adjust or built accordingly. That problem is no company is willing to place that bet. What if they dont sell and stuck with big pile of chips? This is simple Supply Chain Management, it is the same principle in every other industry.