this post was submitted on 17 Nov 2023
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Samsung Lands Orders for AMD's 4nm CPUs: Report (www.tomshardware.com)
submitted 10 months ago by [email protected] to c/[email protected]
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[–] [email protected] 3 points 10 months ago

Can't feed the AI beast without cannibalizing their other products. I figured higher margin "AI" chips would eat into the capacity for other products but still raise revenue due to margins. i.e. AMD would give up some CPU share. Shifting it to samsung is probably the better idea. Their gaming GPU market is probably going to get shafted on volume.