Intel: Meltdown, Spectre silicon fixes coming 2018; 3D XPoint RAM, not so much

Re:Intel: Meltdown, Spectre silicon fixes coming 2018; 3D XP... by tpurves on Saturday January 27, 2018 @01:34PM (#16247363)

Regardless of comparative product quality, AMD does not have access to the fab capacity to compete with more than 10-20% of the volume of CPUs that intel ships. AMD is the only other x86 competitor which, for the time being, are not easily replaceable for a large swath of the market (eg desktop and server cpus). AMD can threaten Intel’s margins, or up to 20% of their volume, but otherwise intel is monopolistic to a significant degree.

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Re:Intel: Meltdown, Spectre silicon fixes coming 2018; 3D XP... by petra on Saturday January 27, 2018 @01:57PM (#16247484)

Is that capacity only from global foundries ? What about tsmc ?

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Re:Intel: Meltdown, Spectre silicon fixes coming 2018; 3D XP... by Tuna-Fish on Saturday January 27, 2018 @04:36PM (#16248199)

As of right now, AMD only designs their CPUs to work on the GloFo foundry. They could relatively easily expand production to the samsung fabs (as those are using almost the same process), but moving to use TSMC would require expensive and time-consuming redesign.

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