Re: [心得] INTC.US 營運部門重新分類後兩期比較

Matthew Ramsay
Pat, I wanted to ask a question about the server road map. We've got some, I
think, relief from some of the commentary for cloud CapEx during this
earnings season in the last three days and particularly from Meta last night,but the rest of the big guys as well. But on the flip side, there's some
rumblings that maybe there's a couple of more months before Sapphire Rapids
might ramp in big volumes.

So I'm just -- maybe if you could help and level set us on the timing of big
cloud volume of Sapphire Rapids and how that now dovetails in with the
timing. It seems like you're keeping for Emerald Rapids in late '23.

((不負責翻譯))
Matthew Ramsay:
你 SPR 要出量是不是還要幾個月啊?? 那個Mata說要繼續支出在server上，你好了沒啦!?

Patrick Gelsinger

Yes. Thank you. And as I indicated, Sapphire Rapids is now peer queued and
the ramp is underway. We are ramping the product as we speak, strong customerdemand. We expect this will be our fastest ever, Xeon to 1 million units, andwe're going to push that quite aggressively, and the factories are ramping upas we speak. Obviously, this is good news for that business competitively, a
big ASP uptick as well on the product. So lots of good things come.

G叔:
我就跟說過我正在排啦，一切都在進行中，
大客戶搶著要，我們馬上就能用史上最快速度賣百萬顆了，
而且我們還要漲價賣喔!!
===============================================================

結論: Intel 依然看好2023伺服器市場。 AMD 穩了!!

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延伸閱讀

目前來看，Intel Whitley、AMD Milan都在庫存調整階段，供應鏈正期盼下一世代新平台 所帶來的成長動能。金居表示，AMD Genoa時程較早一些，有望在第四季看到小量， Intel Eagle Stream則如市場預期約在2023年第一季出貨，展望後續，預期2023上半年受 惠庫存調整已告一段落，加上新平台的貢獻，整體伺服器需求可望有顯著的復甦。