#amd intel

New Post has been published on https://www.ultragamerz.com/amd-can-use-intels-serious-supply-issues-intel-cpu-shortage-to-last-beyond-q1-2019/

AMD Can Use Intel’s Serious Supply Issues | Intel CPU shortage to last beyond Q1 2019

AMD Can Use Intel’s Serious Supply Issues | Intel CPU shortage to last beyond Q1 2019

Credit: AMD/Intel

Intel has big issues with shortage and not being able to support the demand and AMD Can Use Intel’s Serious Supply shortage that is mentioned in some reports that may stay till early 2019. As investment firm Jefferies raised their target price again on their shares from $30 to $36 due to Intel’s perceived issues with 10nm and its 14nm chip shortages. Analyst Mark Lipacis from the investment firm Jefferies pointed towards some research from Fubon make the point that AMD could very well triple their market share by capitalizing on this.

“Fubon’s report that Intel will undersupply the PC market between 4Q18 and 2Q19 leaves us with higher conviction that AMD will report improving revenue, pricing and margins near term, and that is positioned to take share in the high-end PC MPU and server market long term,” analyst Mark Lipacis penned in a note to clients , called “INTC Supply Constraints = Multi-Fold Benefits to AMD” succinctly enough. Clearly, the author did not want to mince words, but typically analysts that are talking about a stock that has risen over 200% year to date want to make sure they get their message on target.

Lipacis posits that there is a “share shift potential to 70/30 from 90/10” meaning overall CPU market share. “Assuming our assessment of AMD’s transistor lead in 2019 is correct, and Intel’s supply constraints linger through mid-19, we think a market share of 70/30 is not out of the question,” he elaborated. As we wrote a few days ago, this is a possible big opportunity for AMD. Oddly enough, the transistor lead is what ends up being emphasized as the problem between the two CPU producers, with Intel’s current supply shortage for 14nm products or its lack of a CEO being sidelined by comparison. wccftecch reports

Earlier reported……..

Intel is trying to avoid CPU shortage and “assure a continuous supply”

Intel has just published a document that says the expansion of testing capabilities for 14nm processors to “assure a continuous supply” of its CPUs in shortage of manufacturing capacity. It somehow indicates that the 14nm production capacity may stem from the availability of the company’s chip-testing facilities.  Intel’s 14nm CPU shortage impacts nearly every aspect of its cpu market, including its desktop, server, and laptop processors. The shortages, which Intel self-reported during a recent earnings call, have exploded into the mainstream eye as OEM customers have revealed the impact to their businesses. 

Recent reports suggest Intel’s biggest challenges may lie in testing capacity of the chips, and offloading some testing, even for older seventh-gen processors built on 14nm, could help alleviate some of the strain. A recent report from CRN reinforces the impact, which Intel purportedly outlined during a presentation to its partners:

The company also attributed the shortage to additional factory and assembly test capacity required for higher-end 14nm processors from the latest families of Core client and Xeon products that are seeing fast adoption from customers, said the source, who spoke on the condition of anonymity because the person wasn’t authorized to speak publicly about the matter.

And in a question and answer session, Mehrotra indicated that the shortage could last beyond Q1 of next year:

And I would just add that the CPU shortages, we expect it to be short-term; it’s possible that it goes beyond Q1 as well.

Categories: AMD, Gaming hardware, Gaming News, Technology

New Post has been published on https://www.ultragamerz.com/amd-intel-balance-in-chip-making-market-is-changing/

AMD & Intel | Balance in chip making market is changing

AMD & Intel | Balance in chip making market is changing

AMD’s 7nm chip manufacturing process is believed to be AMD’s first, in list of priorities and it maybe one of the main reasons AMD is changing the future expectations both in GPU and CPU market especially the datacenter 7 nm CPUs expected to be coming in future. One of the biggest catalysts for the respective share moves was the growing sentiment that AMD’s 7nm chip manufacturing process was now on parity, or even superior to, Intel’s 10nm process. In datacenters, the 10nm servers will not be around after 2020 and it may somthing that could worry intel and push investors toward AMD.

In a note, Rasgon said “it is now crystal clear that 10nm servers will not be here until sometime in 2020 (not a surprise to us, but we believe some investors had held out hope). This will naturally fuel the AMD narrative, who will be delivering 7nm Rome products in 2019, competing against Intel’s Cascade Lake (14nm) on a process that will not be just at parity, but superior.”. Marketwatch reports

“7nm” and “10nm” — where “nm” means nanometers — refers to how small a chip maker can make the transistors that go on a computer chip, with the general rule being that smaller transistors are faster and more efficient in using power.

After reporting earnings late Thursday, Intel shares plummeted 8.6% to close Friday at $47.68, their lowest close since late February and for their largest percentage decrease since Jan.15, 2016, when shares fell 9.1%, according to Dow Jones data.

After both chip makers reported earnings this week, analysts said that AMD is fast gaining competitive parity with, or even an edge over, Intel as it struggles with delays and management uncertainties. That could portend a sea change for a rivalry that has long been seen as a powerful champion against a plucky but typically hapless challenger. Marketwatch reports

Ramsay said “we are fast approaching a window (likely a widening one) where AMD will be on equal manufacturing footing as Intel in 2019, and actually have an advantage in the datacenter market, as 7nm EPYC ramps a full year earlier than Intel’s 10nm Xeon CPUs.”

AMD Shares Rise After Reports on Intel’s Chip Security Flaw

Semiconductor group Advanced Micro Devices, Inc.’s (AMD) shares lifted, after finding support on reports that some of its rival company Intel Corp.’s chips was flawed. Shares of AMD added 5.2 percent to $11.550 on Wednesday. It was up 4.4 percent to $12.060 during pre-market trade on Thursday. Intel’s stock price on the other hand took a bad hit on the news. Its shares declined 2.4 percent to…