Intel Corp (INTC)

[Unkwn]

Mercury Research released market data for PC CPUs, indicating that AMD is well above 10% unit market share in desktops and notebooks. Numbers increasing from quarter to quarter, almost 50% unit increase for AMD within a year. Also growing from last quarter sequentially, so the story seems intact. Server numbers not publically available. I'd consider server adoption to be slower than PCs, since qualification is needed by operators, which takes time.

Ah, and Intel announced a 48 core server CPU residing on two dies, similar to AMD's chiplet approach. This is to conquer AMD's Rome server CPU in 7nm it seems, which provides 64 cores. There are rumors that AMD's Rome will be distributed across 8 dies with a dedicated interconnect IC. If this is true, it would be a good way for AMD to improve yields of its 7nm dies, which can be reused for other designs, saving a lot of those expensive mask costs (a lot of multi patterning needed on 7nm TSMC, which still uses 193nm immersion lithography). Will be tough to get the performance right for AMD, with all that wiring.

Who would have thought that this chiplet approach could be crucial for competitiveness some years ago? Nice foresight from Lisa Su it seems