How AMD Is Winning Back Datacenter Share from Intel

Episode 57 of Semiconductor News with Fexingo examines AMD's recent surge in datacenter processor share. With AMD up 4.9% in the past five days while Intel gained 3.5%, the battle for server CPU dominance is heating up. Lucas and Luna break down AMD's EPYC roadmap, the impact of Intel's foundry pivot on its core business, and what the next generation of chip architectures means for hyperscale customers like AWS and Microsoft. They also discuss the wider trend of chip equipment makers like Applied Materials outperforming chip designers. Plus: a listener question about whether AMD can sustain its momentum against Intel's coming Granite Rapids processors. #AMD #Intel #Datacenter #Semiconductors #EPYC #Xeon #ServerCPU #Hyperscaler #ChipWars #AppliedMaterials #Technology #FexingoBusiness #BusinessPodcast #ChipArchitecture #AWS #Microsoft #GraniteRapids #ProcessorShare Keep every episode free: buymeacoffee.com/fexingo