China’s Intel, AMD Ban Helps Local Rivals, Analysts Say
China’s ban on government use of Intel and AMD processors will help domestic competitors like Hygon build sales, according to analysts.
China will eliminate the use of Intel and AMD processors from government PCs and servers, the Financial Times reported on Mar. 24. Intel declined to comment, and AMD did not respond to emailed requests from EE Times.
A low-single–digit hit in the percentage of total PC shipments might result from the ban, Bernstein Research senior analyst Stacy Rasgon said in a report he provided to EE Times. Intel counted on China for almost a third of its 2023 sales worth $15 billion, while China provided 15% of AMD’s total revenue at $3.4 billion, the report said. $Intel(INTC.US$ $Advanced Micro Devices(AMD.US$ $NVIDIA(NVDA.US$
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RVLTN : Fricken geniuses we are in the U.S.!
Let’s start wars with everyone, ones we can’t win, and most definitely can’t afford. Even better, let’s do them all at once!
Just remembers these fools are burning your wealth faster than you can accumulate, blocking you from making more wealth (ie. this trade war idiocy) and this is all while they crash the USD faster than a Boeing 737Max commits suicide.
STD0313 RVLTN: I know right......it's not like we are talking about AI or anything important.....dude not everything is worth it for a few dollar more.
MonkeyGee : Apple and Tesla ban next?