While AMD seemed to have the upper hand on its eternal rival in the PC market with its Ryzen, the 12th and 13th generation Intel Core processors have managed to slow down the Ryzen’s advance in terms of PC market share. The release of the Ryzen 7000 did not allow AMD to resume its advance in the sector of high-performance processors for the general public…At least this is what emerges from the results of the investment company Susquehanna. This situation has led to a change of position, as Susquehanna has raised its rating on Intel Corporation from negative to neutral.
AMD doesn’t seem to be gaining any more share in the PC space. Intel, led by Pat Gelsinger, has developed a better product roadmap and executed it…
Finally, the lead analyst believes that the market should soon emerge from the post-Covid tunnel.
We believe the acute part of the contraction has passed, inventory levels [have normalized] and early surges in demand [have emerged], wrote analyst Christopher Rolland in a note to investors.
On servers, it’s not so much fun for Intel
All is not rosy, however. The server business is still under pressure from AMD and Intel had to do the round back with many delays on products that should have allowed him to recover colors. Despite this, Intel is optimistic and claims to have received strong customer adoption of its server products. As an example, team blue point to the recent upgrade of Microsoft’s cloud service with NVIDIA H100 GPUs backed by the new 4th generation Intel Xeon Scalable processors.
However, the dynamics on the server market seems to be on the side of AMD with an increasingly convincing product offering.