Discussion Switch 3 speculation

[marees]

KeyBanc: “We Believe Intel Has Won The GPU Gaming Socket For The Nintendo Switch 3 On 18A,” And AMD Faces “Increasing Risks” From A Price War With Intel​

KeyBanc: "We Believe Intel Has Won The GPU Gaming Socket For The Nintendo Switch 3 On 18A," And AMD Faces "Increasing Risks" From A Price War With Intel

KeyBanc is out with a positive note on Intel, while warning of the risks that AMD faces in the emerging price war-like situation.

wccftech.com

 

[Mopetar]

They posted that article a week too late.

 

[Hans Gruber]

The market needs Intel in the GPU segment.

 

[jpiniero]

Will Intel Foundry even exist when the Switch 3 comes out?

 

[marees]

The market needs Intel in the GPU segment.

Agree

I mean this will be an nv gpu/apu fabbed in Intel rather than TSMC / Samsung and that is what the market needs