Re:AMD Rome Second Generation EPYC Review: 2x 64-core Benchm...
by dbancajas on Thursday August 08, 2019 @10:36AM
(#20644974)
They can only lower their profit margin if AMD has the same performance as Intel. Seeing AMD has higher performance there is no way customers will buy a cheaper offering with less performance. It's like Intel vs AMD but reversed. For years AMD's offering lower performance lower priced chips but can't break through the market (CPU).
Betting against TSMC, not a very wise move at the moment.
>If Intel force AMD's profits close to zero, it can spoil AMD's technical win.
That is assuming Intel will make a lost in other to hurt AMD, and I am not sure if predatory pricing is legal in US. AMD is not pricing their product to undercut Intel, AMD is pricing their product as it is because their Chiplet strategy allows them to do so while still retaining Industry level margin.
I am pretty sure Intel can afford to lose billions, just like their contra revenue, but this time around the value will be so great I am not sure if their Investor will be happy with it, not to mention their declining margin.