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Intel delay (from 16) ernments successively included ESG in-
dicators into their procurement consider-
tel x86 server CPU shipments has dropped ations, energy conservation performance
by nearly 6% in the past two quarters will become key in procurement decisions.
compared with the same period last year,
primarily due to a significant migration of Therefore, TrendForce believes that AMD
orders from US-based CSPs. will see rapid growth in 2023. The market
share of AMD x86 server CPU shipments is
Stocking momentum estimated to reach 25% in 4Q23, with an
Among these orders, AMD Milan-X ship- annual increase of 7% in 2023.
ments stimulated stocking momentum trendforce.com
from U.S.-based CSPs such as Microsoft
and Meta.
Furthermore, the supply of Lattice CPLDs
required by 2-socket servers with Intel
CPUs remains tight and customers are also
switching to AMD due to concerns regard-
ing supply.
TrendForce says the delay in production of Intel’s Sapphire Rapids
is giving the advantage to AMD data center processor such as the
In the long run, as corporations and gov- EPYC series. (AMD)
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