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#1
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Further to Intel stifling competition
Intel attacked for stifling competition - Sunday Times - Times Online
"The risk for Intel is that this could develop into a broader attack similar to that faced by Microsoft." http://www.timesonline.co.uk/article...532658,00.html This article basically confirms what we've been talking about Intel's choices in this case, they are all rock'and'a'hardplace decisions: accepting the decision, or fighting the decision and possibily losing. Further down the line, there is the looming possibility of Intel losing its 90% marketshares completely. Yousuf Khan |
#2
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YKhan wrote:
Further down the line, there is the looming possibility of Intel losing its 90% marketshares completely. I thought AMD had ~20% market share, and was aiming for 30? |
#3
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Ed wrote:
AMD only has one CPU FAB right?, even if was at 100% capacity and AMD sold every chip they cold possibly make, how much share could AMD gain and how much would Intel loose? Their current Fab 30 at 90nm with 200mm wafers is capable of 30-40 million dies a year. They recently said that their upcoming Fab 36 at 65nm with 300mm wafers should give them an _incremental_ 100 million dies a year capacity, perhaps 130-140 million chips a year altogether. Then they also have an agreement with Chartered to use their 90nm/300mm FAB, which would give them a percentage of Chartered's let's say 60 million die capacity. Yousuf Khan |
#4
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Grumble wrote:
YKhan wrote: Further down the line, there is the looming possibility of Intel losing its 90% marketshares completely. I thought AMD had ~20% market share, and was aiming for 30? In unit shares, yes. In dollar shares, it's more like 90:10. Intel been controlling competition to keep AMD stuck below 10% in the most lucrative market segments, such as servers and laptops. Yousuf Khan |
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