Intel CEO: We Will Likely Lose Server Market Share to AMD’s EPYC

Mr. Krzanich was very matter-of-fact in saying that Intel would lose server share to AMD in the second half of the year. This wasn’t new news, but we thought it was interesting that Mr. Krzanich did not draw a firm line in the sand as it relates to AMD’s potential gains in servers; he only indicated that it was Intel’s job to not let AMD capture 15-20% market share.”

[AMD currently has 1% share] Should AMD get to 10% market share, ~$1.8 billion, they would be adding a massive 40% above their total 2017 revenue. This includes everything [AMD sells]

AMD’s fab partners succeeding at the next node (7nm) where Intel is struggling (10nm)

Intel has pushed its major ramp of 10nm products to next year, while AMD’s major fab partner for 7nm, TSMC, is forging ahead right on schedule for 7nm production later this year. AMD may very well beat Intel to market with next-generation chips by half a year or more.

Thanks to its modular layout, AMD is bringing more cores to bear for less money, all while matching Intel toe-to-toe on the all-important cost metric: energy efficiency.

more and more applications are all about cost versus efficiency and AMD’s EPYC is looking to score some big design wins because of it.

AMD stock has been strengthening in the last weeks and has is up 50% over the last 6 weeks. AMD closed today $15.73, a 10 year high. Intel closed 1%down today.