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DIGITIMES Insight: Intel and AMD diverge as TSMC prepares price hikes
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DIGITIMES Insight: Intel and AMD diverge as TSMC prepares price hikes
Global server markets may shift as DIGITIMES analyst Luke Lin says Intel's revenue gains stem largely from price rises while AMD posts stronger shipment-led growth. TSMC plans another price increase as customers prioritize capacity over cost, developments that could affect cloud providers, vendors, and data center economics worldwide.
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