AMD: We're Benefiting from Intel's Woes

FOX Business reports that AMD is benefiting from Intel's current Sandy Bridge platform design "woes" thanks to OEMs and retailers approaching the company for additional supply. The news arrives just after Intel announced that it would resume shipments of the faulty Cougar Point chipsets for use in specific hardware configurations.

In an interview with Dow Jones Newswires, Leslie Sobon, AMD vice president of product and platform marketing, said the company has received hardware requests as a direct result of Intel's issues. "We have some customers and retailers who have come to us specifically as a result of Intel's chip problem," Sobon said. "Some retailers have had to take things off their shelves, so they call us to ask what they could get from our OEMs that's similar. And OEMs are asking us for product, as well."

Sobon admitted that most of the requests are for mainstream setups, typically notebooks costing more than $500. Some are also requesting the company's lower-end Fusion chips given that the mainstream version isn't expected to ship until mid-2011. Of course, there are also requests for AMD's older mainstream computer processors. As Sobon indicated, retailers have contacted AMD about PC's with similar price points or screen sizes.

Naturally Sobon wouldn't reveal the identities of the OEMs and retailers. She also couldn't provide any projections about the financial impact the sudden boost in requests have provided. "We can't quantify it because we're smack in the middle of it," Sobon said. "It's hard to find a pattern because it's different by market and retailer, but it's all over the place in terms of opportunity."

Last week Intel announced that the 6 Series chipset (P67 and H67) had the potential to impact certain PC system configurations--namely a problem related to the 3 Gbps SATA ports 2 to 5 (0 and 1, which are SATA 6gbps ports, are unaffected). Intel said that the affected SATA ports within the chipsets may degrade in performance over time, and potentially completely failing.

Intel is currently working on a new version of the chipset which is expected to head to manufacturers by the end of February. Unfortunately, the motherboard shipments aren't expected to reach "full volume recovery" until April. "We continue to work with our customers to try to get this addressed as completely and quickly as possible," Intel spokesman Chuck Mulloy said Tuesday.

Last week Intel estimated the cost of repairs and replacements of the faulty Sandy Bridge chipsets to be around $700 million. The issue itself is expected to cut first-quarter revenue by $300 million but may not hurt the company's overall full-year revenue.

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  • The majority of consumers buy a "computer", not a phenom or a bulldozer... You are a minority if you're waiting for a certain chip.
    14
  • edileeWhat disturbs me in this article is the statement that "Intel announced it would resume shipment of the faulty Cougar Point chipsets"...WTF Intel? They think it is messy now...intentionally selling known faulty product will only make it 10 times worse. Who on earth will be buying the faulty chips...oh wait..HP,Dell, etc....they sell faulty product all the time so this is right up their ally and probably at a decent discount.

    And if you had done 45 seconds of research you would have seen that Intel is only allowing use of these chips in laptops where it will be physically impossible to use a Sata II port that is effected by the defect
    11
  • reprotectedUmm... Who wants to even buy Phenom II? Those are low class compared to what hype Bulldozer has in it's reputation. So where is Bulldozer? I'm waiting so I can compare it with Sandy Bridge for my new computer I've been waiting to build for the last month.

    People who don't want to spend $1000 or more on their new PC. You people need to understand that the enthusiast market makes up a very, very small amount of market share. Not everyone need (or like me, wants) bleeding edge tech. Some people prefer to stick to time-tested models, and do you really need anything better than a Phenom II quad, anyway?
    11
  • Other Comments
  • Umm... Who wants to even buy Phenom II? Those are low class compared to what hype Bulldozer has in it's reputation. So where is Bulldozer? I'm waiting so I can compare it with Sandy Bridge for my new computer I've been waiting to build for the last month.
    -6
  • The majority of consumers buy a "computer", not a phenom or a bulldozer... You are a minority if you're waiting for a certain chip.
    14
  • Love AMD. Just hope they don't get a problem similar to Intel's in the future.
    6