The quarterly Intel and AMD reports were published with a few days apart, which allowed industry analysts to ask: to what extent would Intel's failure in the server segment, by delaying the start of mass deliveries of Sappire Rapids processors, contribute to the success of AMD? The latter's management has no doubt that the company will continue to strengthen its position in the server segment.
First of all, AMD Director-General Lisa Soo began his intervention at a quarterly event precisely to discuss the future of the new generation's EPYC processors. She said that the demand for 5 nm general-purpose processors was very high now, although the company's bulk supply would only begin before the end of the year. This would further increase the AMD's revenues in the server segment and strengthen the company's market position, as Lisa Soo believed. The next generation's processors, the Genoa family, she said, would be the most productive in the industry among the general-purpose solutions.
In the fourth quarter of this year, AMD expects a steady increase in revenues, and the main engines of this trend will be the server and installation segments. In general, as Lisa Soo summarized, the company is in a position to expect a further increase in the market share. The existing EPYC-generation Milan server processors are now very good at the market. The expansion of Genoa processors will take place next year, and they will also be positioned very well, as AMD believes. Management estimates that there is every chance of a major business growth in the next year ' s data processing centre segment. In the corporate segment, AMD will be able to increase its market share beyond 2023, according to the company ' s management.
The range of products offered by AMD in the server segment will be expanded. In addition to Genoa processors, Bergamo processors, optimized to operate in the cloud ecosystem, will be available early next year. " Lisa Soo summarized. It calmed analysts who expressed doubts about the ability of AMD and partners to increase the supply of server processors in a sustainable manner. Over the past 12 months, AMD has been active in increasing the supply of its products by interacting with partners around the world, so the created has built up enough confidence to expand new products in the next four or five quarters.