Nomura Instinet, a research agency of Nomura Securities, interviewed Intel CEO Brian Krzanich last week. After the meeting, he released a report that believes that Intel’s leadership is a low enemy and that Intel’s confidence in resisting the AMD challenge has slipped.
Analyst Romit Shah pointed out that Koziqi admits that Supermicro will indeed take away some of the server processor market, but he did not explicitly set a defensive line, saying only that AMD won't win the 15-20% market.
In recent years, Intel's new product performance has been slow, and it has been squeezing toothpaste. The development of advanced manufacturing processes has been delayed and delayed. This has laid the foundation for the loss of competitive advantage in the future.
Intel released a 28-core processor last week. Its clock speed reached 5GHz, but it was kicked off by compressor cooling overclocking. It was not a commercial product. On the other hand, AMD's new 32-core processor is not only genuine, but also definitive. Three quarters shipped.
In addition, AMD 7nm chips will be introduced into mass production in the second half of 2018. Intel's large-scale production of 10nm process will not wait until next year. Intel fell 0.96% on Monday, while AMD rose 3.15% to US$15.73. A new high since the year.