Drop in semiconductors is driven by collapse in prices of RAM and Flash storage - which will benefit logic sales (CPUs).
Having said that not all CPUs will benefit - Intel now in very bad spot for server, barring rare cases (very expensive per core licensed software like SAP), no brainer to go for AMD
Having said that not all CPUs will benefit - Intel now in very bad spot for server, barring rare cases (very expensive per core licensed software like SAP), no brainer to go for AMD
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