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• #8556 S_x96x_S addikt

  Új Válasz 2023-01-25 09:25:45 #8556

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  S_x96x_S

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  piac / konkurencia
  - Intel elárasztja a piacot
  - az AMD -nek van esélye 1/3 -ra is növelni a piaci részesedését (főleg szerver/data center -ben)

  "Intel Is Hurting PC Market By Flooding It With Products During Glut Says Firm"
  https://wccftech.com/intel-is-hurting-pc-market-by-flooding-it-with-products-during-glut-says-firm/

  "they [Intel] use both price and capacity as a strategic weapon, continuing to overship even amid broader breakdowns in the industry.
  . . .[Intel knows] the channel is full, but seem to have decided that if there are parts on the shelf it might as well be their parts...Naturally this will hurt Intel as well, but as their economics are already in free fall perhaps they don't care as much anymore."
  
  "Out of the three semiconductor firms Intel, AMD and NVIDIA, only NVIDIA might see some stability in its earnings, according to detailed coverage from KeyBanc. Otherwise, all three will post lower earnings guidance during the upcoming calls. However, Keybanc is more optimistic about AMD, as it believes that the company will steal more market share away from Intel this year in the data center space and might even end up controlling one third of the market by year end."

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