The sources said that AMD has drastically changed its foundry strategy, loosening ties with Globalfoundries and contracting TSMC to fabricate its GPUs, server and PC processors on 7nm process. The policy change has sent AMD share prices rallying all the way since mid-2018 amid market expectations for better chip yield rates and performances as well as normal shipments to customers.In other markets, AMD still has a long way to go. In the server market, EPYC may hit a marketshare of 5 percent by the end of the year. That's roughly five times more than before, as Intel controlled 99 percent of the x86 server market.
In addition, Intel's failure to carry out process transition from 14nm to 10nm in the second half of 2018 and the ensuing supply shortfall have prompted PC vendors to adopt AMD processors, further pushing up AMD's share prices to new highs in 12 years since late August.
AMD to get back to 30% marketshare in Q4 2018?
Posted on Wednesday, Sep 26 2018 @ 13:51 CEST by Thomas De Maesschalck