Intel must be the gift that keeps on giving to AMD. In late
2009, Intel was forced
to pay AMD $1.25B for its years of monopolistic behavior in the processor
market. Now, AMD is benefiting directly from Intel's
Series 6 (Cougar Point) chipset woes.
In late January, Intel explained that it had uncovered a
SATA problem with Cougar Point that
could cause performance degradation over time. As a result, Intel stopped
shipment of the affected chipsets, will take a charge of roughly $1B, and won't
start shipping updated chipsets to its partners until later this month (volume
shipments to customers will come later).
Not surprisingly, AMD is profiting greatly from Intel's
to Fox Business News. "We
have some customers and retailers who have come to us specifically as a result
of Intel's chip problem," stated AMD exec Leslie Sobon. "Some
retailers have had to take things off their shelves, so they call us to ask
what they could get from our OEMs that's similar. And OEMs are asking us for
product, as well."
Fox Business News
goes on to report that computer manufacturers that sell both Intel and AMD
systems are coming to the latter to supply more processors/chipsets to make up
for the shortfall due to the Cougar Point
AMD earlier this year unveiled
its Fusion processors that feature onboard DirectX 11 graphics. AMD says
that netbooks using the chipset will have over 10 hours of battery life.
AMD has also been in the news recently thanks to the ouster
of Dirk Meyer as CEO. Meyer was removed from his position due
to a lack of vision when it comes to mobile computing devices like
smartphones and tablets.
quote: I doubt overall sales will drop much.