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台积电三星英伟达AMD围殴下,英特尔会是下一个诺基亚吗?

Will Intel be the next Nokia under siege from TSMC, Samsung, Nvidia, and AMD?

华商韬略 ·  Oct 19, 2020 17:57

Wen | Yan Yan, a strategic strategy for Chinese businessmen

A lot of people worryAMDAndNVIDIA CorpUnionIntelThere's no chance at all.

But as everyone knows, even if the two enterprises are not together, an AMD has been too much for Intel Corp.

Those who come from behind can also be called kings. in the past, Liu Bang forced Xiang Yu to draw his sword and cut his own throat on the edge of the Wujiang River, and then there was "always the second place" AMD, which reduced the overlord Intel Corp to a runner in the mobile era.

According to the data, AMD surpassed the annual growth rate of 148.43% in S & P 500 stocks.Apple(88.96%) and many other companies have become the S & P 500 stocks with the highest gains!

As happy enemies of the same origin, the relationship between AMD and Intel Corp has always been very complicated.

Robert Noyce and Jerry Sanders worked together at American Semiconductor's "Old Honor" Fairchild Semiconductor, and they also founded Intel Corp and AMD respectively.

In the early days of his business, Intel Corp's main business was memory chips. In 1972, with high-performance memory chips, Intel Corp became the world's leading semiconductor manufacturer.

In the face of Intel Corp's strong posture, AMD chose to stand firm as the second supplier. It pursues to imitate the products of the first supplier in various fields in order to gain a firm foothold.

In the process of arm wrestling, the strength of the two diminishes.

Intel Corp, a strong player in the semiconductor field, experienced a very awkward period in 2006 in the face of the strong offensive of AMD, which is unwilling to be in the second place.

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Thousand-year-old brother AMD with its ultra-high performance-to-price ratio, jumped up, in the CPU market share was once close to 50%, almost tied with Intel Corp! Sadly, three years ago, Intel Corp accounted for more than 80 per cent of the market.

In the face of the crisis of losing market share, "overlord" Intel Corp returned the color of the core dual-core processor launched in July of the same year and once again left AMD behind and regained the throne of computer CPU.

However, Intel Corp andNokiaMade the same mistake, staring at the immediate advantage and ignoring new opportunities. Although Intel Corp won a complete victory in the competition between the two, it also delayed the opportunity to enter the mobile chip market.

Intel Corp's IDM model (design, production, manufacturing, packaging and testing) is no longer suitable for the wave of vertical division of labor in the industry. ADM sees clearly the disadvantages of horizontal expansion and chooses to travel light.

In 2008, AMD sold the fab, and since 2018, AMD has teamed up with the world's largest foundry.Taiwan Semiconductor Manufacturing.

In 2019, AMD launched Xiaolong server chip, 7nmGPU chip and 7nm Ruilong PC chip, which caught up with and surpassed NVIDIA Corp of GPU battlefield and Intel Corp of CPU battlefield in performance.

The picture comes from the Internet and must be deleted for infringement.

The feud between AMD and Intel Corp will not stop here, and which one wins or loses remains to be seen. However, the swords and swords between the global semiconductor enterprises are far more wonderful than this!

At a time when the market is becoming more and more mature and huge, the current development trend has changed from mutual fights to group fights!

In the field of semiconductor manufacturing, Intel Corp has become a companion of Samsung and Taiwan Semiconductor Manufacturing Co Ltd because of his low production capacity.

At present, Taiwan Semiconductor Manufacturing Co Ltd has already produced 7nm and 5nm chips, while Samsung has also produced 7nm chips, and will mass produce 5nm chips in 2021.

When Intel Corp set foot in the field of smart cars, NVIDIA Corp has been living in the field of automotive smart chips for five years. NVIDIA Corp is firmly at the top of the list of global artificial intelligence chip companies in 2018.

As a generation of overlord Intel Corp, it is difficult to take the lead.

As a witness, do you think the overlords of the past will be thrown off the stage of history?

The translation is provided by third-party software.


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