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Other than AMD who actually competes with Intel (honest question). I mean for servers there is 686 descendants (Intel/AMD) and then ... err ARM on servers ?
by lifeisstillgood 5y ago
Other than AMD who actually competes with Intel (honest question). I mean for servers there is 686 descendants (Intel/AMD) and then ... err ARM on servers ?
- yyyk 5y agoAMD and also ARM on servers, like Amazon's Graviton. Intel beating TSMC in node size isn't going to happen in near term even in Intel's best case scenario, and even if that were to happen - fabs like TSMC will always have enough scale to compete. So Intel might as well buy from TSMC and take over its rival's production. Every chip Intel buys from TSMC is a chip taken from AMD and a spare chip Intel fabs could make.
- KerrAvon 5y agoDoes TSMC allocation work that way? Surely a client like AMD is paying up front to ensure capacity.
- yyyk 5y agoWell, everyone is paying upfront. It's competition for fab time, just in advance. Intel paying means AMD won't be able get the time Intel bought in the future. Of course, AMD won't have zero capacity - even Intel doesn't want that - but I doubt AMD paid for all the time they'll ever need. For one thing this is a seller's market, if AMD had more chips people would buy. Also, AMD has a well-publicized chip shortage to the point they contracted with GlobalFoundries again (for the less important chips) about a month ago.
- qsmi 5y agoIf this analysis is even half correct those selling x86 server CPUs need to be concerned. Today there is a huge moat in existing x86 software, sure, but savings like that can justify many ports. https://www.anandtech.com/show/15578/cloud-clash-amazon-graviton2-arm-against-intel-and-amd/9 https://www.anandtech.com/show/15578/cloud-clash-amazon-grav... "Cost Analysis - An x86 Massacre"