In recent years, AMD has continuously recovered the CPU market share under the leadership of Su Ma. Whether it is desktop, mobile or server market, it has returned to a record high, and it will continue to grow in the next few years. Continue to decline.
In February last year, Intel changed the veteran Kissinger to serve as CEO. This year, he has repeatedly reforming Intel's strategy, saying that the picture helps 50 -year -old Intel returns to the leader of the semiconductor industry, but it takes time for the reform process to work completely. Essence
Kissinger participated in the Evercore ISI TMT Global Conference this week, talking about Intel's competition.
Regarding the data center market, Kissinger mentioned the Sapphire Rapids processor of multiple jumped votes. He believes that this chip is better than AMD in terms of performance and energy.However, these advantages do not slow down the development of each other, and Intel will continue to lose market share in 2023.
Kissinger has repeatedly boasted that AMD's execution has done a good job, but he does not just increase the morale of the opponent, and also reiterates Intel’s confidence.It is believed that Intel re -competitive in 2024, in 2025, he will be unquestionable to return to the leadership in the transistor and process.
Kissinger believes that Intel will regain market share growth in 2025.