Názor ke zprávičce Notebooky s Ryzenem 4000 budou zpožděny asi o dva měsíce kvůli nedostatku procesorů od Peter Fodrek - A dodostatok CPU pri analztikmi odhadovej megaexpanzii (až...
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Peter FodrekZlatý podporovatelA dodostatok CPU pri analztikmi odhadovej megaexpanzii (až pre trh nezdravej a to som fanúšikom AMD) AMD je prakticky nemožný
5nm proces TSMC oproti 7nm zvyšuje denzitu až 1,84×
https://diit.cz/clanek/tsmc-pro-amd-vyviji-5nm-proces-na-miru. To je plocha a počet čipov zodpovedajúca
1.84*20000+30000=66 800 wafferov/mesačne na 7m a to je 660 389 346 mil 8-jadrových čipletov Zen2/rok - plocha na GPU a APUTotal unit shipments of personal computers (PCs) worldwide from 2006 to 2019 (in million units)
Shipments in million units
2019 261.24
2018 259.76
2017 262.68
2016 269.72
https://www.statista.com/statistics/273495/global-shipments-of-personal-computers-since-2006/August 4, 2020, 6:09 PM
The analyst noted that Intel’s “transistor challenges are systemic and that TSMC/AMD's transistor lead will extend". As a result, he expects “AMD share gains will accelerate, and that the AMD bull-case will morph from 30% market share to 50% over the next 12-18 months.”
https://finance.yahoo.com/news/jefferies-lifts-pt-amd-intel-160919350.html?guce_referrer=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&guce_referrer_sig=AQAAAE8Ps919YA-M7kDE-nt03huaEXOAAzuvEnWsq0fKsYsKY4i87YERe2UVzsbM2y4WclHxQBhd9BvGvcuQw5xPuejB9wZwYUcZzO8kS6UKu9A0gKzDAzG4Z3s9oa84M2J7-i3V_n_mu0itlmJfiPlgovjHczOQIKtA1bFSg-qXGCcT&_guc_consent_skip=1596579637
Lipacis said the lead of AMD, and its chip fabricator Taiwan Semiconductor Manufacturing Co. , over Intel appeared "systemic." Lipacis said he expects AMD share gains to accelerate especially in the server market, with an estimated 30% share over the next two to three years, and 50% in four to five years. In its recent earnings call, AMD said it had just reached 10% share of the server market.
https://finance.yahoo.com/m/714c0fda-a528-34bd-baf7-0edf81c719b8/amd-stock-surges-to-new.html?guce_referrer=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&guce_referrer_sig=AQAAAE8Ps919YA-M7kDE-nt03huaEXOAAzuvEnWsq0fKsYsKY4i87YERe2UVzsbM2y4WclHxQBhd9BvGvcuQw5xPuejB9wZwYUcZzO8kS6UKu9A0gKzDAzG4Z3s9oa84M2J7-i3V_n_mu0itlmJfiPlgovjHczOQIKtA1bFSg-qXGCcT&_guc_consent_skip=1596580155
