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Comment by ekianjo | Hacker News Reader

How is Intel dying if AMD can't even produce enough chips to avoid being out of stock the whole time? Production bottlenecks with TSMC are a thing.

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That'll sort itself out pretty quickly. TSMC is flush with cash from the premium pricing they've been able to charge for their 5nm fabs. Every day TSMC doesn't have enough capacity is a day they funnel easy money straight to their competitors at Samsung and Intel.

Investing into increasing their fab capacity is the easiest business decision they'll ever make. And if they need finance they could get investors lining up around the block throwing money their way.

TSMC's capacity problems have been directly caused by still ongoing covid shutdowns at ASML.

Do you have any sources for this? From what I've been reading the last couple of weeks, the shortages are due to ABF substrate shortages[1].

https://www.tomshardware.com/news/amd-chip-shortage-packagin...

This is not limited to AMD. Gpu manufacturers are also experiencing supply shortages. The problem is that even if supply normalises, Intel has to work harder than usual to regain both consumer trust and innovation lead

> Intel has to work harder than usual to regain both consumer trust and innovation lead

Not in the enterprise market where AMD is almost completely absent so far.

What do you mean by "almost completely absent"?

A quick search showed that in 2017, AMD server market share was 1%, and in 2020 is expected to have reached nearly 10%[1] in 2019. This is still not the same as 15 years ago, but the market is also not the same, with cloud computing, and this increase is very expressive.

They are bringing IPC improvement with Epyc Milan and is pushing the same innovations towards the server market.

[1] https://www.hardwaretimes.com/amd-server-market-share-grows-...

Enterprise market does not mean servers only. Look at enterprise laptops which make for several dozens of millions every year and AMD is pretty tiny still.

I didn't say it was, I just exemplified with server market share numbers why I thought that it was odd to say that AMD was almost completely absent in the enterprise market.

yea but not being able to keep up with demand is a good problem to have, and much easier to solve than having an inferior product

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