AMD itself claims only 10% of the market for x86-compatible server processors after the release of Zen media with the code name Naples, which received the trademark EPYC. At least in the next two years the alignment of forces will change in favor of AMD within these limits, although now the company's market share is very small, and even 10% will be a noticeable progress.
As one of the experts of Rosenblatt Securities notes , the appearance on the market of EPYC processors will help AMD company to press Intel in the server segment, which allows the analyst to recommend AMD shares for purchase, and Intel securities for sale.
In addition, the expert believes the statements of some Italian media about the good yield of good crystals used by AMD in the production of the latest processors generation . Even if AMD is trying to sell them with a good rate of return, the low cost will help keep the final prices at an attractive level. It is interesting that such forecasts did not affect AMD share price .