True fixes for those are "years" out for both camps. At best they can make some changes that "reduce" impact.
This is not correct, Zen2 will have hardware fixes for the specrre which might affect AMD CPUs. ZEN2 as we all know will be out in 2019.
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True fixes for those are "years" out for both camps. At best they can make some changes that "reduce" impact.
This is not correct, Zen2 will have hardware fixes for the specrre which might affect AMD CPUs. ZEN2 as we all know will be out in 2019.
Yes, the huge demand. That's why.
The continued explosion of data and the need to process, store, analyze and share it is driving industry innovation and incredible demand for compute performance in the cloud, the network and the enterprise. In fact, our data-centric businesses grew 25 percent through June, and cloud revenue grew a whopping 43 percent in the first six months. The performance of our PC-centric business has been even more surprising. Together as an industry, our products are convincing buyers it’s time to upgrade to a new PC. For example, second-quarter PC shipments grew globally for the first time in six years, according to Gartner. We now expect modest growth in the PC total addressable market (TAM) this year for the first time since 2011, driven by strong demand for gaming as well as commercial systems – a segment where you and your customers trust and count on Intel.
We are thrilled that in an increasingly competitive market, you keep choosing Intel. Thank you.
Now for the challenge… The surprising return to PC TAM growth has put pressure on our factory network. We’re prioritizing the production of Intel® Xeon® and Intel® Core™ processors so that collectively we can serve the high-performance segments of the market. That said, supply is undoubtedly tight, particularly at the entry-level of the PC market. We continue to believe we will have at least the supply to meet the full-year revenue outlook we announced in July, which was $4.5 billion higher than our January expectations.
No, there is evidence that AMD increased sales in Mindfactory as a consequence of Intel supply problems
https://imgur.com/a/7QIaIE0
The same happens in Amazon, where e.g. 8700k lost its #1 best-selling rank due to supply.
You forgot C, which is all the slowdowns from the bios updates and OS patches for the bugs.How about a legitimate source instead of a picture hosted on Imgur that was created by a Reddit user?
Your claim that AMD's sales increased solely because Intel has a supply problem, and not because A: AMD's performance is catching up; and B: Intel's prices have increased.....is still bullshit.
How about a legitimate source instead of a picture hosted on Imgur that was created by a Reddit user?
Your claim that AMD's sales increased solely because Intel has a supply problem, and not because A: AMD's performance is catching up; and B: Intel's prices have increased.....is still bullshit.