Intel earns big money and has great profits from quarter to quarter. It doesn't even make chips. Is this a signal that AMD is going wrong? It is different. Reds are gaining in every market. And shares in servers can surprise.
Epyc processors have been a success. The announcement of their second generation based on the 7nm process had a positive impact on the opinion of potential customers. Systems with payable amounts starting at $ 500 for an 8-core CPU have a lower price per core than the Intel competition, and this one has no crushing cores at all. Even the horrendously expensive for the average user ($ 6,950) high Epyc 64-core models compete well with Intel.
The greats of the IT world order Epyc
The whole run of luck has resulted in large orders from large companies such as IBM, Dell or Nokia. Customers are also ATOS, HPE, OHVcloud, TSMC and Supermicro. Americans from Dell EMC are to build five new huge servers using the new generation of Epyc processors.
What height can you talk about? Up to 10% market share by the end of 2020. Strangely enough for such a breakthrough? Not completely. It's still almost 10 times more than before the Epyc platform was released. Intel will not fall to its knees, but AMD will no longer be just a marginal fly on the giant.
Yes, a few years ago the server market was monopolized by Intel. Only about 1% of companies bet on AMD. Blues feel a breath on their nape and try to prevent a competitor from crossing the magical 20% barrier. It is very doubtful that 10% will not be achieved. Will 20% be the same? Time will tell. Intel, due to the worsening of its situation, certainly pulls the appropriate strings. The only open question is how fruitful these actions will be.