Advanced Micro Devices Inc (AMD)

[IanFromSI]

Excellent reference, thanks.

1 piece of news to me was:

Intel has delayed introduction of both its Sapphire Rapids and Granite Rapids server processors into 2024, which suggests “Intel has limited ability to defend server share at any price.”

This implies that INTC won't be able to catch up with TSMC any time soon, let alone become a leading edge producer or foundry. AMD and others such as NVDA, who are already producing "bleeding edge" chips will continue to enjoy increasing market share and margins.

Thanks again, great site and information.