{"id":55926,"date":"2026-08-18T11:27:59","date_gmt":"2026-08-18T03:27:59","guid":{"rendered":"https:\/\/ljdevice.com.tw\/?p=55926"},"modified":"2026-08-18T11:27:59","modified_gmt":"2026-08-18T03:27:59","slug":"ubs-expects-amd-strike-foundry-deal-intel-faces-perennial-underdog-status-data-center-racks","status":"publish","type":"post","link":"https:\/\/ljdevice.com.tw\/en\/ubs-expects-amd-strike-foundry-deal-intel-faces-perennial-underdog-status-data-center-racks\/","title":{"rendered":"UBS Expects AMD To Strike A Foundry Deal With Intel, As It Faces Perennial Underdog Status On Data Center Racks"},"content":{"rendered":"

Aug 13, 2026<\/p>\n

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Hindered by the ongoing capacity constraints at TSMC, AMD will strike up a foundry deal with its arch-nemesis, Intel, as per the latest commentary from analysts over at UBS.<\/p>\n

Separately, Goldman Sachs seems to have turned sour on the prospects of AMD ever catching up to NVIDIA on data center racks, with the latter likely to ship 10x, 7x, and 9.8x as many racks in 2026, 2027, and 2028, respectively.<\/p>\n

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Related Story<\/strong>\u00a0AIDA64 Quietly Adds AMD Zen 7 Server Support Nearly Two Years Ahead Of EPYC Florence Launch<\/h5>\n<\/div>\n

AMD appears destined for a perennial underdog status on data center racks, and might have to tap its arch-nemesis, Intel, to maintain momentum on shipments<\/h2>\n
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