Intel is very likely to miss holidays with 10nm. OEM manufacturers in South China, are screaming murder, and even ones who were Intel shops for decades like Weibu are jumping the ship. Intel is losing China big time. I'd say, a lot would've been fine even if Intel gave them existing 14nm chips, but since all 14nm capacity is gobbled by server chips, it's not gonna happen. I believe Intel is making a huge error by pri…
Two conflicting thoughts on that: - If the big wholesale Xeon buyers and users qualify AMD chips and start buying a lot of them, Intel will find that landscape a lot more competitive, this is a more "sticky" market than OEM products for consumers. - They could be betting that AMD will lose the plot again, as they've done throughout their corporate history, e.g. after the 486, and after K8. The OEM consumer market is…
In OEM, things are dominated by much more complex dynamics in between supply chain, factories, and clients.
Intel had no problem with Taiwanese, as a lot of TW companies had relationship with Intel since the "Desktop First" era, but in mainland, Intel had to fight a bloody battle for the fresh and juicy laptop and tablet markets for the last decade, with kickbacks, blackjack, and hookers. Their position here was never strong to begin with.