As we have stated on our website a few times, the roles of AMD and Intel have changed in a sense. Now, AMD seems outwardly, as if it has no interest in communicating with its supporters or the general public, which is curious about its next products. We don’t have any current processor roadmap or any official information about what specific processor generation we can expect from the Ryzen 5000, and there is only an uncertain promise of some V-Cache processors that will arrive this year.
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On the contrary, Intel is as exchanged and communicates much more than ever before, after all, the company really has a new management and it is not only the new CEO Pat Gelsinger, but also a number of other changes in leadership positions.
Intel is suddenly trying to inform the professional and general public in detail about its plans for the future and it is difficult to remember when and whether we ever had an overview of three processor microarchitectures ahead and even four production processes thanks to official information. In addition, it’s not just brief information, but also a number of details, although of course Intel will also have a number of secrets that it does not want to reveal yet.
However, it follows from the above that this article will be more or less one-sided, or will focus mainly on what Intel is planning, while on the part of AMD there will be more speculation and rumors. But there’s nothing you can do about it when AMD is silent.
We woke up a sleeping giant
In the style of Admiral Yamamoto, Lisa Su could sigh, which we mean, of course, with exaggeration and given that the giant is so far showing its technological potential for years to come only on paper. However, his plans are spectacular and include the disruption of some established order, such as the fact that essential products are produced only in domestic factories.
It should be noted that however excellent products AMD may offer, this does not change its secondary role in the market alongside Intel, which is now essentially the case for PCs compared to NVIDIA, but we do not want to address this now, although the cause is the same. Intel is licking its wounds a bit, but the current market situation, in which it can sell all its production, plays into its hands. We also knew this at the end of last year, when AMD’s share of the x86 CPU market dropped just after the arrival of the very good Ryzens 5000, which was a simple consequence of Intel’s ability to expand its production at a faster pace. In other words, AMD did not and does not have the necessary capacity.
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Currently, AMD has better desktop processors on the market in many respects as well as server processors and clearly also competitive mobile processors, but it is limited by production capacities, which at TSMC stretches with a number of other companies, among which Intel is also newly pushing. Respectively, Intel has been one of them for a long time, but now it wants even more and, if possible, the most modern of the Taiwanese repertoire. –
By no means can we think that AMD could continue to take Intel market share at the same rate as it had so far, when Intel was taken aback by the advent of Zen architecture and desperately trying to squeeze the most out of the old 14nm process and old Skylake microarchitecture. These times are now over.
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