Hassam Nasir Social Links Navigation Contributing Writer Hassam Nasir is a die-hard hardware enthusiast with years of experience as a tech editor and writer, focusing on detailed CPU comparisons and general hardware news. When he’s not working, you’ll find him bending tubes for his ever-evolving custom water-loop gaming rig or benchmarking the latest CPUs and GPUs just for fun.
thestryker This is a seemingly odd move given the volume the lower SKUs sell. That means no intermediate socket for DMR at all. I don't see how ceding the volume market makes for a good business decision as companies buying in this area aren't suddenly going to be able to double or triple CPU budgets. This also limits multi-socket capability which has been Intel's biggest platform advantage. About the only thing that makes sense to me is that perhaps Intel is using Coyote Cove as the basis for a new Xeon which will be coming sooner rather than later. The whole Xeon line has been a mess since AMD brought 64 cores to the table and has maintained core count superiority until GNR/Turin (Zen 5 being superior to Redwood Cove). Making that market wait even longer for a true architecture improvement seems like bad business. Reply
User of Computers thestryker said: This is a seemingly odd move given the volume the lower SKUs sell. That means no intermediate socket for DMR at all. I don't see how ceding the volume market makes for a good business decision as companies buying in this area aren't suddenly going to be able to double or triple CPU budgets. This also limits multi-socket capability which has been Intel's biggest platform advantage. About the only thing that makes sense to me is that perhaps Intel is using Coyote Cove as the basis for a new Xeon which will be coming sooner rather than later. The whole Xeon line has been a mess since AMD brought 64 cores to the table and has maintained core count superiority until GNR/Turin (Zen 5 being superior to Redwood Cove). Making that market wait even longer for a true architecture improvement seems like bad business. From what I have heard (unconfirmed obvs), Intel is instead pulling the next generation up by a couple quarters or so. Reply
ashinms It's been a long time since I was exited about hardware. This is just what the doctor ordered. Reply
Key considerations
- Investor positioning can change fast
- Volatility remains possible near catalysts
- Macro rates and liquidity can dominate flows
Reference reading
- https://www.tomshardware.com/pc-components/cpus/SPONSORED_LINK_URL
- https://www.tomshardware.com/pc-components/cpus/intel-cancels-part-of-its-next-gen-diamond-rapids-xeon-lineup-report-claims-xeon-7-will-drop-models-with-8-memory-dimms-to-focus-only-on-16-channel-cpus-for-extra-memory-throughput#main
- https://www.tomshardware.com
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Informational only. No financial advice. Do your own research.