Industry Expert Blogs

Recent talk of AMD vs Intel market share share is misguided, the real race for superiority is TSMC vs Intel underlying that, tech dominance between US & China.

There has been much discussion of late about market share between Intel and AMD and how much market share AMD will gain at Intel's expense due to Intel's very late 10NM technology node. On the surface this may be the minor symptoms of a deeper conflict between Intel and TSMC and ultimately between the US and China for technology dominance.

The real root cause of AMD's resurgence also may not be only Intel's stumble but Global Foundries stumble as well. GloFo's stumble in ability to deliver to AMD allowed AMD to go outside of its relationship and hook up with TSMC which "leap frogged" it into a truly competitive position.

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