This week, Intel Executive Vice President Michelle Johnston Holthaus was forced to send an open letter to all customers who are having problems getting processors of this brand. This is not the first time this year that Intel has acknowledged that its manufacturing program has not kept up with market demand, although processor production volumes increased by a double-digit percentage by the middle of the year. Intel expects to release 25% more next year than this year, but in the meantime urges customers to be sympathetic to temporary difficulties.
Wouldn't they prefer to take the money to AMD instead? A similar question appeared in an interview with Lisa Su on the channel , and the AMD CEO began her response by mentioning the importance of the PC market to the company's business. The total capacity of the PC market is estimated at $ 30 billion, now the favorite among AMD products on it is the Ryzen processor family. For eight consecutive quarters, AMD's market share has steadily increased. The head of a rival company takes the situation with limited supply of Intel processors as an opportunity to continue to meet "this incredible demand." According to Lisa Su, AMD is only on the verge of revealing all the possibilities provided by the products of this brand. Particular hopes are pinned on the client solutions market, but the corporate segment also holds great potential. The sales in honor of the so-called "Black Friday", which AMD prepared together with partners, were also mentioned to the place.
It is worth adding that back in late October, when quarterly reports were published, Lisa Su was not so categorical in assessing the impact of the shortage of Intel processors on AMD's business. Then she said that the competitor's problems with the supply of processors are concentrated mainly in the lower price segment, and the demand for AMD processors is growing most of all in the niches occupied by the relatively expensive Ryzen 7 and Ryzen 9 processors. It turned out that AMD had special opportunities for itself in the current situation then did not see. Obviously, now Lisa Su believes that AMD will be able to continue the attack on the competitor's position more evenly, although she is in no hurry to claim that it is precisely the shortage of Intel processors that will contribute to her success.
Source: 3dnews.ru