https://semiaccurate.com/2022/11/10/amd-launches-their-96-core-genoa-server-cpu/
“Overall though, on a raw performance basis, Genoa is a clean ki-l. Nothing comes close, that 50% core count increase is simply crushing to anything out there and on that basis is nearly as massive a generational change as the Naples to Rome jump. The competition has no answer for years.“
Re : Intel is still king holding 77% server market share.
That means AMD have 77% more to gain. Consider long AMD with your layoff package.
63% and not pretty at the top end
Intel is still king holding 77% server market share.
Texas Instruments, Qorvo, ON semi ……have in house foundries and successful businesses from it. Differentiated technology is also essential rather than just advanced. Having in house foundry can be advantageous when executed correctly.
EPYC simply EPYC how more efficient AMD is with their fabless model.
Intel and ELT are dinosaurs thinking as IDM they can put innovate, put scale the fabless foundry model their trillion dollar competitors have