In client computing, sales grew by a strong double-digit percentage year-over-year and declined slightly sequentially. Rise in 5,000 processor shipments increased by a double-digit percentage sequentially, resulting in a richer product mix as we believe we gained revenue share for the 6th straight quarter.
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Alder Lake size = GCC + l2 - 2x Zen 3! if the market knows it going to crash INTC>
Pat will feel the suffering when Zen 4 and 5 out. Nothing in their pipeline can go against these two.
They did not elaborate they were impacted. Instead they focused on the higher end for revenue growth with their limited supply. Smart strategy and they must have made folks at the lower end market mad. Besides, their volumes are far lower than Intel.
AMD took our lunch money. Damn it.
Pat always uses global chip shortage as a poor excuse for Intel non-performance.