Prospects are looking increasingly positive for AMD-- following a 2017 return to profitability, the company is set to set to gain 30% global desktop processor share in Q4 2018, DigiTimes reports.
Key to such gains is fully foundry support from Taiwan Semiconductor Manufacturing Company (TSMC), as well as Intel 10nm processor launch delays. According to "industry sources," AMD has recently loosened ties with Globalfaoundries in favour of contracting TSMC to manufacture GPUs, server and PC processors using a 7nm process. The change brought about better chip yield rates and performance, not to mention regular shipments to customers.
In comparison, Intel failed to transition to the 10nm process in H2 2018, and the resulting supply shortfall lead PC vendors to adopt AMD processors. Vendors making the change to AMD include big names such as Asus, MSI, Gigabyte and ASRock, all driving Q3 2018 AMD desktop processor market share to over 20%.
AMD is also making gains in server processors, with the EPYC 7000 series finding adoption by Mellanox and Samsung. The EPYC series also finds support from heavyweights such as Microsoft, Baidu, Dell, HP and Supermicro, and DigiTimes predicts AMD server processors will win 5% of the global x86 server market by end 2018, an achievement in an arena previously wholly dominated by Intel.
Go AMD May Regain 30% Global Desktop CPU Market Share in Q4 2018
