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At X86The serverOn the market,IntelPreviously, it had an absolute market share of 99%, which contributed at least $20 billion a year.AMDA 1% share is $200 million in revenue. A 10% share means a $2 billion increase in revenue. AMD's total revenue last year was only $6.5 billion.
Since this market is so important, Intel will certainly not relax. When former CEO Kozaki was still in office, he mentioned one thing, declaring that Intel's server market share will be challenged by AMD, but AMD can only take 20% of the market share, and Intel can still take 80% of the market share. Of course, that's just Intel's position. It's not up to them to decide how much AMD can take away.
For AMD, the 10% target is also on average. Su said that they may gain a higher share in specific areas, such as high-performance computing, cloud computing and other key markets. After all, AMD EPYC second-generation processors can provide 64-core 128 threads in a single slot, while Intel single-way is still 28-core 56 threads at most. It's too far behind.
In addition, as AMD's performance improves, AMD should also consider expanding its size. One direction is to acquire other companies, but Su Zifeng did not mention their specific plans.
In terms of acquisition, AMD's last major acquisition seems to have been Seamicro, a server manufacturer, many years ago. It seems that there has been little acquisition in the past four or five years. Intel, an old rival, has spent at least $30 billion on Altera and Mobileye, and NVIDIA has spent $7 billion on server chip manufacturers this year. Mellanox.
Finally, AMD CEO Su Zifeng once again dispelled the rumor that she was leaving the company. She said that she had only been working as CEO of AMD for four or five years, and had just begun. There was still much to be done in the future.