Intel's gross margin is 60%. And That is including consumers and lower end product like Pentium. I am willing to bet their Server product are at least 70%+ margin. Which means a lot of room for AMD to strike.
The problem is, what if Intel react and lower their Margin. Hence their Mobile and DC First for 10nm. Having said that, lowering Margin is easier said then done. There will be immense pressure from shareholders and investors.
It will be interesting to see how this story unfold. Of course GF is also working on 7nm ( similar to Intel 10nm ), but Intel's 10nm still has a year lead.
The problem is, what if Intel react and lower their Margin. Hence their Mobile and DC First for 10nm. Having said that, lowering Margin is easier said then done. There will be immense pressure from shareholders and investors.
It will be interesting to see how this story unfold. Of course GF is also working on 7nm ( similar to Intel 10nm ), but Intel's 10nm still has a year lead.