SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : AMD, ARMH, INTC, NVDA
AMD 158.38-0.8%Jun 17 3:59 PM EDT

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: rzborusa who wrote (43246)10/22/2021 2:26:38 PM
From: Joe NYCRead Replies (1) of 56294
 
BTW, another gem from the call was that the reason for decreasing ASPs in servers is that the mix of the low core count to high core count is shifting to low core count. Which coincides with Enterprise growing and Cloud shrinking..

That means that the high core count is shifting to AMD.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext