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The Exiled · 29.07.2021., 23:14

Molim te, samo nemoj pričati o tome što tko kuži, jer i to smo već sve prošli.

Citiraj:

Every dollar in operating income that AMD has gained has cost Intel about 11X that amount in lost operating income. You have to adjust that for increasing costs on 10 nanometer and 7 nanometer processes for the Xeon line and other factors. But even so, the AMD effect could be a 5X down draft on operating income for Intel’s Data Center Group for every dollar that AMD gains. And on the pure CPU only revenues, that could be against a 2X to 3X revenue multiplier, which is the difference at list price Intel has enjoyed over Epycs for the past couple of years. That means every CPU dollar AMD gains hurts Intel by 2X to 3X, and then it when other factors are thrown in – lost NIC sales, lost FPHA sales, lost motherboard sales, lost chipset sales – that can be a 5X loss multiplier, which translates into a 5X operating income decline multiplier.

Izvor: The Next Platform