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2024. június 27., csütörtök

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(#8162) S_x96x_S válasza Petykemano (#8161) üzenetére


S_x96x_S
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pont én is ezt néztem ..

És a Desktop+Notebook-os részesedést az AMD beáldozta a (zsíros) szerveresért ..

ami érdekes a szerveresnél, hogy 1 év alatt mennyivel növelte a részesedést.
2020-Q4: 6.7%
2021-Q4: 15.3%
2022-Q4: 30.3%

original thread ..
https://twitter.com/SKundojjala/status/1586256726344740868

és még ez is ide tartozik:
https://www.anandtech.com/show/17629/intel-reports-q3-2022-earnings-back-to-profitable-but-still-painful
"
This drop in revenue has all but wiped out the operating profitability of the group, with Intel recording an operating income of $0.0B and an operating margin of 0% for the group. Intel is attributing the drop to lower sales of server/AI parts as customer demand weakens, while Intel’s relative costs go up as more and more server processors are shipped on the Intel 7 and 10ESF processes.


Intel of course is on the cusp of shipping its long-delayed 4th Generation Xeon Scalable (Sapphire Rapids) processors. So along with economic factors, customers are waiting for Intel’s next-generation hardware. According to the company, they officially shipped their “high-volume” Sapphire Rapids SKUs in Q3, though as the chips still haven’t made it as far as getting ARK entries, it’s clear that they’re not fully launched quite yet. None the less, Sapphire Rapids has reached PRQ (Product Release Qualification), which is the point where Intel is sufficiently happy that yields are high enough and the performance is suitable for silicon to be made for retail products."

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