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To: Pravin Kamdar who wrote (46862)11/3/2022 12:33:02 AM
From: Pravin KamdarRead Replies (2) | Respond to of 73985
 
servethehome.com



To: Pravin Kamdar who wrote (46862)11/3/2022 7:16:10 AM
From: neolibRead Replies (1) | Respond to of 73985
 
And CPU makers have to rely on the other half of the volume ramp with enterprises and telcos and other service providers – who buy in much lower volumes and therefore pay higher unit prices against lowering chip manufacturing costs as yields improve.

Said more clearly than what Lisa said, but she was hinting at this. I found it very astonishing that she also said AMD's Enterprise sales in server had declined YoY. I suppose those are the sockets Intel will be fighting quite hard for, given its still their turf so to speak.