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Intel and AMD saw a sharp decline in their PC processor revenue in Q1 2023. Undershipped demand from last 4 quarters. Both will likely turn the corner in 2Q23 with sequential growth that will continue through 2023.
— Sravan Kundojjala (@SKundojjala) May 7, 2023
AMD: -65% y/y
Intel: -38% y/y $AMD $INTC pic.twitter.com/eF1FlImk7P
Looks like AMDs greed is catching up to them after the awful Zen 4 launch. They were trending upwards with Zen 3 then Zen 3X3D but decided to get a tad too greedy with Zen 4s awful pricing and mediocre performance uplift until Zen 4X3D. I suspect with Zen 4X3D, it could change but with the recent debacle, who knows.
In data center, Intel turned the corner in 1Q23. Given the timing of shipments and inventory, there seems a lot of noise in this data. $AMD $INTC pic.twitter.com/adbodY7r1w
— Sravan Kundojjala (@SKundojjala) May 7, 2023
They are doing much better in datacenter however which is where the big bucks is.
PC Specs: CPU: 7800X3D || GPU: Strix 4090 || RAM: 32GB DDR5 6000 || Main SSD: WD 2TB SN850
