Intel is using AMD's graphics silicon in its multi-chip module for portable PC space, targeting enthusiasts. It's good news for AMD amid exposure to the high-end market through this collaboration. Intel’s sourcing of custom-graphics chip from AMD might be a signal for price and market collaboration later.
This seems to be the beginning of a collaboration, rather than confrontation, between the only two consumer-computing players. The collaborative approach, and price signaling – in case it works, will help Intel sustain margins while boosting AMD’s market share in the mainstream PCs and high-end portable graphics space.
No comments:
Post a Comment