Long term supply contracts - Intel has many gigabucks a year in revenues from them. This is what AMD has to attack.
On tech side, AMD is going for continuous increase in density. A lot depends on cooperation of memory makers. Cheap HBM2 or HBM3 on package with CPU will probably the only thing that will endanger Intel's position.
On tech side, AMD is going for continuous increase in density. A lot depends on cooperation of memory makers. Cheap HBM2 or HBM3 on package with CPU will probably the only thing that will endanger Intel's position.