Intel CEO says the company did not lose CPU market to AMD, but Intel gave it to AMD

At the Credit Suisse Technology Conference, Intel CEO Pat Gelsinger made some interesting comments. When talking about AMD’s rapid gains in the x86 CPU market, both for desktop and server, he stated that “I have not lost market share to AMD, but rather I have given it a share, because they did not have the capacity, right. So a lot of this is just catching up with our growing market and years of underinvestment. “

In short, he said that AMD has not stolen any market share, but that Intel has given it away after spending a season being uncompetitive, offering refried foods to a market hungry for higher performance.

Intel has given away market share to AMD …

Not long ago he also said that Intel came from “Many years of mismanagement do not pay off in nine months.” So AMD has achieved market share because Intel has helped it with that task, but from the Intel Alder Lake processors, everything will change …

Speaking about the 12th generation Alder Lake-S processors, Gelsinger said the chipmaker is on track to regain lost customer market share. Affirming that 7nm chips are faster than the competition across the board, according to the Intel has been gaining market in recent quarters, and the new release will only accelerate all of that.

Although, this goes directly against what we have seen in most markets. Alder Lake CPUs still sell slightly less than Ryzen 5000 processors for multiple reasons. First of all, the supply, Intel 12th Gen processors are still far from being able to meet the growing demand. The Ryzen 5 5600X, Ryzen 7 5800X, and Ryzen 9 5900X continue to outsell Intel.

Second, the DDR5 memory that is practically depleted everywhere. Third, there are no cheap motherboards for now, only the mid / high-end Z690s are available. Budget offerings such as the H610, B660, as well as the Core i5-12400F, 12500F, and 12600 have yet to be released.

Pat Gelsinger was not so optimistic about the server segment. AMD will make a major performance leap again next year with its 96-core EPYC Genoa and 128-core EPYC Bergamo CPUs, both built using TSMC’s 5nm.

Source: Seeking Alpha