Názor k článku AMD tlačí na Intel. Jeho tržní podíl v x86 CPU stoupl ve všech segmentech, v noteboocích má 25 % od fotoba - On tento článok je k Intelu milostivýlebo z...

On tento článok je k Intelu milostivý
lebo z článku
https://www.tomshardware.com/news/amd-continues-pc-and-server-market-share-gains-amid-slumping-market


zatajuje jednu informáciu o cenách AMD server CPU, že sú o 84% vyššie ako v prípade server CPU Intelu (iná analýza spred mesiaca hovorili AMD server CPU drahších o 40% ako server CPU Intelu). Keď v takom stave berie AMD aj kusový marketshare Intelu v serveroch a AMd v piebehu roka strojnásobuje kapacitu továrne na balenie a testovanie server CPU, no neviem....


má AMD na trhu so server-mi 13,9% v počte predaných kusov ale 22,9% v penaizaoch za server X86 based CPU utržených

T.j.
1.Ceny server CPU od AMD sú na úrovni
22.9/13.9= 1.64748 teda na úrovni 165% priemernej ceny za x86 server CPU

2. Ceny server CPU od Intelu sú na úrovni
77.1/86.1= 0.89547 teda na úrovni 90% priemernej ceny za x86 server CPU

a teda ceny AMD sú
1.64748/0.89547= 1.83979 teda 184%
cien Intelu.

Barrons resp. "Stacy od Bernsteina" hovorili "iba o 40%"

AMD Stock Is a Buy, Analyst Says. It’s Gaining Market Share Against Intel.

July 14, 2022
Bernstein chip analyst Stacy Rasgon--

Rasgon noted AMD’s server processors’ higher performance and how they command an average 40% higher price over Intel’s products. He calls AMD his favorite idea and rates it as Outperform.
https://www.barrons.com/articles/amd-stock-is-a-buy-51657809508


AMD set to Open Manufacturing Plant in Malaysia in Early 2023
Jun 14th, 2022
AMD's Malaysian joint venture, TF-AMD Microelectronics is in the middle of the construction of a US$452 million manufacturing plant on the island of Penang off the west coast of Malaysia. The facility itself is said to cover 139,000 square metres and is said to create some 3,000 jobs related to advanced semiconductor engineering. The new plant will bring TF-AMD's total manufacturing space in Penang to 210,000 square metres, as the company already has a prior facility on the island.

The plant will allow AMD to expand the chip packaging side of its business, something that is going to be key for many of its future products, considering AMD appears to be focusing on manufacturing a wider range of chips that are made up from multiple chiplet
https://www.techpowerup.com/295836/amd-set-to-open-manufacturing-plant-in-malaysia-in-early-2023