Post by Admin on Aug 1, 2015 13:28:13 GMT -5
A couple of interesting points here. By 2018 ARM sees the server processor chip market at around $20B. They see ARM processors getting as high as 15% of that market, but lets say 10% or $2B. The top three competitors will probably fall out as being around 55/27/18 of that market. Even if AMCC lands the number two spot, 27% of $2B is significant. That would be around $136M per quarter. Interesting.
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