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Re:AMD’s aggressive pricing update on the EPYC 7371 by baybal2 on Friday December 07, 2018 @07:22AM (#18627046)
Long term supply contracts - Intel has many gigabucks a year in revenues from them. This is what AMD has to attack.

On tech side, AMD is going for continuous increase in density. A lot depends on cooperation of memory makers. Cheap HBM2 or HBM3 on package with CPU will probably the only thing that will endanger Intel's position.

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