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Nvidia overtakes Intel in annual sales

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Nvidia overtakes Intel in annual sales

In other words: Even if more competition were to form, the market is big enough. Especially since everyone is affected by the same bottleneck, the capacity of contract manufacturers such as Taiwan Semiconductor Manufacturing (TSMC). Simply outdoing your competitors with quantity and price competition is not possible. “Nvidia’s products are highly specialized, price competition will be difficult,” says Chris Rolland, semiconductor analyst at financial trading strategist Susquehanna International Group. “Competitors like AMD also don’t have the software ecosystem that Nvidia has built around itself.” He believes that the competition will need at least half a decade before Nvidia can really stand up to it.

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