Advanced Micro Devices Inc (AMD)

[bobs10]

AMD chipset penetration

http://anandtech.com/tradeshows/showdoc.aspx?i=2317&p=14

We talked to one motherboard manufacturer whose motherboard shipments were 60% AMD and 40% Intel. The rest of the motherboard manufacturers in Taiwan are still shipping more Intel than AMD but we're seeing a continued shift towards a 50/50 AMD/Intel split when it comes to motherboard shipments. By the end of Q2 all Socket-478 CPUs will have dried up, meaning that anyone looking for an Intel platform will be forced to move to 915 or 925X(E), which should obviously increase shipments of those two platforms but may also increase the number of AMD platforms sold.

VIA's best ally among the Taiwanese motherboard manufacturers is currently shipping around a 60/40 split when it comes to VIA vs. NVIDIA chipsets. The rest of Taiwan however appears to be more along the lines of 50/50 between VIA and NVIDIA. The manufacturers we talked too indicated that as soon as nForce4 was available on a more widespread basis that their AMD motherboard shipments would soon be much stronger in favor of NVIDIA.

Me....

More good stuff in the article.