- May 4, 2000
AMD really missed a great opportunity to capture more of the market with their 5000 series CPUs because of how well they perform, but if people can't buy one of them (or any of their CPUs right now) it doesn't really matter. With TSMC pretty well tapped out in production for the foreseeable future, AMD needs to figure something out if they really want to fully take on Intel and grab a much more significant share of the market.Those shortages led to a scarcity of AMD's chips during the critical holiday shopping season in the fourth quarter, while Intel's chips were widely available and often selling at a discount. That obviously helped Intel recoup some share. During its recent earnings call, Intel also cited improving supply of lower-end processors, like those destined for Chromebooks, as a contributing factor. Intel CEO Bob Swan noted the company increased its PC CPU units by 33% during the fourth quarter.