The following commentary comes from an independent investor or market observer as part of TheStreet's guest contributor program, which is separate from the company's news coverage.
NEW YORK (
Trefis) -- Last month semiconductor giant
In July 2011, it bought networking vendor Fulcrum Systems in order to build its data center portfolio, and in January 2012, it acquired InfiniBand assets from QLogic (QLGC) to build a chip-to-chip and server interconnect.
AMD Looks to Regain Share
Entry of ARM-Based Players in Server MarketARM-based players, who are mainly into PC microprocessors, are also likely to enter the server market. This will lead to increased competition that can erode Intel's market share. The technology and expertise gained as a result of the recent deal with Cray will help Intel build its high-performance computing portfolio as it looks to scale its server performance. However, we are of the view that, though Intel will continue to dominate the server market, it could see a slight year-over-year decline in its server market share and will hold around 80% share by the end of our forecast period. You can change the market share value in the chart above to see how the change affects our
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