- Mar 31, 2009
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With how promising Zen 2 looks, I was not surprised that AMD chose to price the Ryzen 3000 series higher than many had hoped for, mainly because I assumed that AMD could not have met demand, if they had priced Ryzen 3000, as some leaks had suggested they might.
With AMD also looking to increase GPU marketshare by releasing a new GPU architecture, I started wondering how much capacity does TSMC have that they can give to AMD?
Perhaps AMD will be able to offload some stuff to another foundry(if they are capable of producing the goods), but it seems like AMD's marketshare gains will be limited by what TSMC can provide.
With Intel's unprecedented stumbles on the manufacturing front, I doubt that TSMC would have foreseen this possibility and built up enough capacity to allow AMD to fully capitalise here, as I presume that there is a long lead time involved in significantly increasing your leading edge manufacturing process capacity.
So what are people's thoughts on how much marketshare AMD can get to over the next 3+ years, particularly if Intel continues to stumble?
With AMD also looking to increase GPU marketshare by releasing a new GPU architecture, I started wondering how much capacity does TSMC have that they can give to AMD?
Perhaps AMD will be able to offload some stuff to another foundry(if they are capable of producing the goods), but it seems like AMD's marketshare gains will be limited by what TSMC can provide.
With Intel's unprecedented stumbles on the manufacturing front, I doubt that TSMC would have foreseen this possibility and built up enough capacity to allow AMD to fully capitalise here, as I presume that there is a long lead time involved in significantly increasing your leading edge manufacturing process capacity.
So what are people's thoughts on how much marketshare AMD can get to over the next 3+ years, particularly if Intel continues to stumble?