NZ discounts 5G spectrum pricing as rights terms come up short – Telco/ISP- Tempemail – Blog – 10 minute

The New Zealand government has set the reserve pricing for management rights in the 3.5 GHz radio-frequency spectrum band for 5G, with a minimum of NZ$250,000 (A$240,017) per 10 MHz lot in the March auction.
With 16 lots on the block, the reserve price works out at NZ$4 million for 160 MHz bandwidth between 3.59 and 3.75 GHz.
While spectrum management rights in NZ can be allocated for 20 year periods, the ones in Auction 20 are for a short two-year term beginning in the middle of this year and ending on October 31, 2022.
The reason for the truncated two-year terms stems from multiple claims by indigenous Māori iwi for a just and equitable share of all radio spectrum in the country.
Communications minister Kris Faafoi in February last year said [pdf] that there is an outstanding Treaty of Waitangi claim over radio spectrum, but that it is impractical to delay all planning for an allocation this year until it is resolved.
The GSMA telco industry organisation has recommended 80 to 100 MHz of bandwidth per operator to realise the full benefits of 5G, but bidders in the short-term auction are limited to 40 MHz each.
Faafoi estimated in February that a much larger 320 MHz of 3.5 GHz spectrum could be made available for national network operators, an amount later reduced to 210 MHz.
A cap of 80 MHz for each would allow for up to four operators, Faafoi said.
The short-term rights will be allocated nationally and must be used according to telco industry forum 3GPP 5G standards and cannot be resold, the Radio Spectrum Management agency said.
Shortly before the summer holidays, the NZ government said it had set aside 50 MHz of 3.5 GHz spectrum for Māori, which could be onsold or leased to network in the country for the two years the management rights are valid.
Successful bidders in the March short-term auction must also return existing management rights in the 3.5 GHz band held by them to the Crown.
A discount on the purchase price will be applied if spectrum is returned, based on the per-MHz price of the winning bid, RSM said.
To be eligible to participate in the auction, interested parties need to deposit NZ$500,000, RSM said.
Telco incumbent Spark (formerly Telecom New Zealand) which is expected to launch 5G service in July this year said it could work with the spectrum amounts in the short-term auction.
“40MHz is sufficient spectrum for the next two years until the main spectrum auction, and will allow us to deliver a wider range of 5G services in the relatively early stages of New Zealand’s 5G adoption,” Spark spokesperson Ellie Cross said.
Vodafone New Zealand which in December last year launched 5G service in the country and which has 53 MHz of existing 3.5 GHz spectrum, said that there was not enough time to think through the complexities of the short-term allocations.
“While we are pleased that further details have been released, it appears not enough time is being taken to think through the various complexities.
The risk of rushing the process is any allocation decisions made now will have significant impacts on the longer-term spectrum allocation post-2022,” Vodafone spokesperson Rich Llewellyn said.
 

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Cherry Viola switch delivers mechanical feel at membrane pricing – Blog – 10 minute

What just happened? Mechanical switch maker Cherry waited until the final day of the Consumer Electronics Show to announce its latest product. The new Viola mechanical switch is a value-oriented product built on a solder-free design that offers 2mm of pre-travel, 4mm of total travel and 45 cN of actuation force.
The Viola switch uses an industry standard cross-stem design for attaching the keycaps. They are hot-swappable and fully compatible with LED lighting systems that seem to be all the rage with gamers these days. The team at Cherry spent over a year designing the new switch, we’re told, and will be building them in Germany alongside their other switches.

In testing, TechCrunch said the switch resembled a quiet MX Brown switch. Tom’s Hardware noted that it had a less tactile and clicky feel than other mechanical keyboards and was somewhat quieter, too. Despite those characteristics, it didn’t have a mushy, low-profile feel like a membrane keyboard, the publication added.
Cherry hasn’t yet provided guidance with regard to how many keystrokes the switches will be rated for although that will likely come as we get closer to launch. The first Viola keyswitch-equipped keyboards should be coming down the pipe soon starting around the $50 mark.

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Super early bird pricing for Disrupt Berlin 2019 ends tonight – gpgmail


The last few hours of serious euro-savings are upon us, startuppers. In the States, we’d say it’s time to fish or cut bait. What we’re trying to tell you is that super early bird pricing for Disrupt Berlin 2019 ends tonight at 11:59 p.m. (CEST). Buy your passes now and save up to €600 or pay more tomorrow. Note that staying home is not an option.

Come to Berlin and join more than 3,000 of your kindred startup spirits from more than 50 countries. You’ll benefit from the words and wisdom of tech’s most influential leaders, investors, makers and shakers. Folks like these…and lots more phenomenal speakers.

Enjoy a fireside chat with Oscar Pierre, the CEO and co-founder of Glovo. Pierre’s bonafides are fascinating — he got his start as an aerodynamics engineer for Airbus. We can’t wait to hear how he transitioned to lead a major on-demand delivery platform with more than 1,000 employees and service in 124 cities across 21 countries.

​Quick, what company single-handedly changed the tech startup investment game? If you said SoftBank Vision Fund, well good on ya, mate. Fund partner David Thevenon will join us on stage, and we can’t wait to hear his take on ride-hailing and mobile transportation platforms. We also want to know if SoftBank board members are hands-on or hands-off when it comes to letting executive teams make decisions.

There are plenty more reasons and ways to attend Disrupt Berlin. Why not take a shot at startup glory? One application form is all it takes to apply to both Startup Battlefield and the TC Top Picks program.

Think you have what it takes to compete in Startup Battlefield and launch your company on the world’s most famous startup stage? It won’t cost you anything to apply or to participate. If you’re chosen, you’ll receive rigorous pitch coaching, so you’ll be ready to go head-to-head against some of the best early-stage startups. Who will win the $50,000 prize?

Not ready for a pitch competition quite yet? No worries. Apply to be a TC Top Pick. If you make the cut, you’ll get a free Startup Alley Exhibitor Package, a VIP experience and loads of investor and media attention.

Disrupt Berlin 2019 takes place on 11-12 December, but the super early-bird ticket pricing disappears in just a few hours. Buy your passes now before the deadline strikes tonight at 11:59 p.m. (CEST). Remember, staying home  is not an option.

Is your company interested in sponsoring or exhibiting at Disrupt Berlin 2019? Contact our sponsorship sales team by filling out this form.


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Atlassian launches free tiers for all its cloud products, extends premium pricing plan – gpgmail


At our TC Sessions: Enterprise event, Atlassian co-CEO Scott Farquhar today announced a number of updates to how the company will sell its cloud-based services. These include the launch of new premium plans for more of its products, as well as the addition of a free tier for all of the company’s services that didn’t already offer one. Atlassian now also offers discounted cloud pricing for academic institutions and nonprofit organizations.

The company previously announced its premium plans for Jira Software Cloud and Confluence Cloud. Now, it is adding Jira Service Desk to this lineup, and chances are it’ll add more of its services over time. The premium plan adds a 99.9% update SLA, unlimited storage and additional support. Until now, Atlassian sold these products solely based on the number of users, but didn’t offer a specific enterprise plan.

As Harsh Jawharkar, the head of go-to-market for Cloud Platform at Atlassian, told me, many of its larger customers, who often ran the company’s products on their own servers before, are now looking to move to the cloud and hand over to Atlassian the day-to-day operations of these services. That’s in part because they are more comfortable with the idea of moving to the cloud at this point — and because Atlassian probably knows how to run its own services better than anybody else. 

For these companies, Atlassian is also introducing a number of new features today. Those include soon-to-launch data residency controls for companies that need to ensure that their data stays in a certain geographic region, as well as the ability to run Jira and Confluence Cloud behind customized URLs that align with a company’s brand, which will launch in early access in 2020. Maybe more important, though, are features to Atlassian Access, the company’s command center that helps enterprises manage its cloud products. Access now supports single sign-on with Google Cloud Identity and Microsoft Active Directory Federation Services, for example. The company is also partnering with McAfee and Bitglass to offer additional advanced security features and launch a cross-product audit log. Enterprise admins will also soon get access to a new dashboard that will help them understand how Atlassian’s tools are being used across the organization.

But that’s not all. The company is also launching new tools to make customer migration to its cloud products easier, with initial support for Confluence and Jira support coming later this year. There’s also new extended cloud trial licenses, which a lot of customers have asked for, Jawharkar told me, because the relatively short trial periods the company previously offered weren’t quite long enough for companies to fully understand their needs.

This is a big slew of updates for Atlassian — maybe its biggest enterprise-centric release since the company’s launch. It has clearly reached a point where it had to start offering these enterprise features if it wanted to grow its market and bring more of these large companies on board. In its early days, Atlassian mostly grew by selling directly to teams within a company. These days, it has to focus a bit more on selling to executives as it tries to bring more enterprises on board — and those companies have very specific needs that the company didn’t have to address before. Today’s launches clearly show that it is now doing so — at least for its cloud-based products.

The company isn’t forgetting about other users either, though. It’ll still offer entry-level plans for smaller teams and it’s now adding free tiers to products like Jira Software, Confluence, Jira Service Desk and Jira Core. They’ll join Trello, Bitbucket and Opsgenie, which already feature free versions. Going forward, academic institutions will receive 50% off their cloud subscriptions and nonprofits will receive 75% off.

It’s obvious that Atlassian is putting a lot of emphasis on its cloud services. It’s not doing away with its self-hosted products anytime, but its focus is clearly elsewhere. The company itself started this process a few years ago and a lot of this work is now coming to fruition. As Anu Bharadwaj, the head of Cloud Platform at Atlassian, told me, this move to a fully cloud-native stack enabled many of today’s announcements, and she expects that it’ll bring a lot of new customers to its cloud-based services.  


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Only 3 days left on early-bird pricing to Disrupt SF 2019 – gpgmail


The early-bird countdown clock just keeps spinning, folks, and once it ticks over to 11:59 p.m. (PST) on September 6, your chance to save up to $1,300 on passes to Disrupt SF 2019 disappears once and for all. Save your money to feather your nest; buy your early-bird passes right now.

Our flagship Disrupt kicks off in less than one month (on October 2), and we can’t wait. More than 10,000 people will descend on Moscone North to focus on anything and everything related to early-stage startups. This is prime networking territory people, and we have just the tool to help you save time and find only the people who can help move your business forward.

Disrupt attendees with Innovator, Founder or Investor passes can use CrunchMatch, our free business match-making platform. Powered by Brella, it’s a curated, automated way to search for suitable prospects — based on profiles each user submits. CrunchMatch suggests people to meet and lets you send, accept or decline meeting requests. And you can use the service to reserve dedicated meeting spaces.

You’ll be the model of networking efficiency as you work your way through hundreds of exhibiting startups in Startup Alley. Get a jump on researching who to meet by exploring our directory of exhibiting startups.

Startup Alley is also home to our TC Top Picks — a hand-picked cadre of 45 companies representing the best early-stage startups in these categories: AI/Machine Learning, Biotech/Healthtech, Blockchain, Fintech, Mobility, Privacy/Security, Retail/E-commerce, Robotics/IoT/Hardware, SaaS and Social Impact & Education.

Networking is a huge part of the Disrupt experience, but you’ll find plenty of other fascinating people and events. Like the always-epic Startup Battlefield pitch competition, where a $100,000 prize is on the line.

Take a good long look at the Disrupt SF agenda featuring top-notch speakers and presentations. You’ll find great programming across four distinct areas: the Main Stage, the Extra Crunch Stage, Q&A sessions and the Showcase Stage.

Check out (or compete in) the TC Hackathon, a high-pressure marathon where hundreds of skilled coders, UX designers and other innovative makers build working solutions to real-world challenges in less than 24 hours.

So much to do and so little time left to score early-bird pricing on your pass to Disrupt SF 2019. Don’t let the clock run out — the savings expire in just three days at 11:59 p.m. (PST) on September 6. Buy your early-bird passes… and save up to $1,300.

Is your company interested in sponsoring or exhibiting at Disrupt San Francisco 2019? Contact our sponsorship sales team by filling out this form.


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Only 4 days left on super early bird pricing for Disrupt Berlin 2019 – gpgmail


Our countdown to the super early-bird deadline and serious savings continues unabated, people! The best pricing for passes to Disrupt Berlin 2019 ends in four days. When the clock strikes 11:59 p.m. (CEST) on 6 September, your chance to save up to €600 evaporates. Save your euros for another day and buy your pass right now.

We expect more than 3,000 attendees from more than 50 countries including European Union members, Israel, Turkey, Russia, Egypt, India, China and South Korea, to name just a few. If you’re a founder, there’s no better place to introduce your early-stage startup to the European and international startup scene.

If you’re an investor, you’ll find hundreds of dynamic early-stage startups exhibiting a wide range of tech products, services and platforms — not to mention a ton of talent — in Startup Alley. Talk about networking on steroids — and a prime opportunity to add to your portfolio.

Don’t just take our word for it. Vlad Larin, co-founder of Zeroqode found tremendous value in his Disrupt Berlin experience.

“gpgmail Disrupt was a massively positive experience,” said Larin. “It gave us the chance to show our technology to the world and have meaningful conversations with investors, accelerators, incubators, solo founders and developers.”

And Jana Rosenfelder, co-founder of Actijoy, has attended three — count ‘em, three — Disrupt conferences. She’s a true believer in the networking opportunities that await founders and investors alike.

“Every startup should attend gpgmail Disrupt,” said Rosenfelder. “It’s absolutely worth the money, because you can network and make important connections.”

Rosenfelder exhibited as one of our TC Top Picks at Disrupt SF ’18 and called it a door-opening experience. We’re accepting applications to TC Top Picks at Disrupt Berlin right now. Apply right here for your chance to win a free Startup Alley Exhibitor Package, VIP treatment and tons of investor and media love.

That’s just a small sample of reasons to go to Disrupt Berlin. Don’t forget Startup Battlefield, the TC Hackathon and two full days of incredible speakers — leading founders, tech titans and top investors — boundary-pushers all. We’ll keep you posted on our growing roster in the coming weeks.

Disrupt Berlin 2019 takes place on 11-12 December, and you have just four days left to get super early bird prices on your passes to this epic conference. The deadline strikes at 11:59 p.m. (CEST) on 6 September. Keep up to €600 in your pocket — buy your pass today.

Is your company interested in sponsoring or exhibiting at Disrupt Berlin 2019? Contact our sponsorship sales team by filling out this form.


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Apple products under pricing pressure as new 15% tariffs drop Sunday – gpgmail


A new 15% tariff on Chinese imports will go in effect just after midnight Sunday, placing levies on hundreds of household goods and consumer tech, including a bevy of Apple products.

The tariffs, put in place by President Donald Trump as part of an escalating tit-for-tat trade war with China, were entered into the Federal Register on Friday.

Apple, the largest U.S. technology company by market cap, has its products assembled in China by Foxconn and then ships them to consumers all over the world. The Apple Airpods, Apple Watch and accompanying Apple Watch bands and the Apple Homepod are all products subject to the higher tariffs beginning Sunday. The iPhone doesn’t appear to be impacted this round, but could be subject to tariffs that begin Dec. 15.

Apple is hardly the only electronics company — most of which have final assembly in China — to be affected by the tariffs. TVs, speakers, digital cameras, lithium-ion batteries and flash drives are just a few of consumer electronics that will be subjected to a 15% tariff beginning Sunday. But the higher tariffs do threaten to give rival Samsung an edge.

The new higher tariffs come just a few weeks since Apple CEO Tim Cook met with Trump to argue that such a move would benefit its No. 1 competitor Samsung.

The 15% tariff will affect about $112 billion of Chinese goods, lower than the original list of $300 billion imports. Last week, the U.S. Trade Representative office modified the original list, either delaying tariffs on some products until December 15 or removing some goods altogether.

Despite the lower number, the impact is still expected to pinch companies importing products from China. The complete list of products affected by the 15% tariffs is 122 pages long. And eventually, that pain — aka higher prices — will be passed onto consumers.

Apple has not said whether it will increase prices of its products. Analysts from JP Morgan expect Apple to absorb the costs.

Tariffs have already had a cost, according to the Consumer Tech Association. Since July 2018, Section 301 tariffs on China have cost the consumer tech industry over $10 billion, including $1 billion on 5G-related products, the CTA said.

In total, American taxpayers have paid over $27 billion in extra import tariffs from the beginning of the trade war in 2018 through June of this year, most of which can be attributed to the U.S.-China trade war, according to U.S. Census information provided by the Information Technology Industry Council (ITI).

Another 30% tariff on about $250 billion of goods is expected to begin October 1.


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One extra week on early-bird pricing for Disrupt SF 2019 – gpgmail


Happy (almost) Labor Day to all the hardworking members of the early-startup community — entrepreneurs, founders, investors, engineers and everyone in between. We know how hard you work to build your dream, so we’re cutting you a break and extending our early-bird pricing on passes to Disrupt San Francisco 2019 through 11:59 p.m. (PST) on September 6. One extra week to save up to $1,300.

Don’t fritter away this absolute last opportunity to save big bucks on our flagship event, where you’ll find more than 10,000 attendees, 400 media outlets and a passel of eager investors. Get your early-bird tickets now.

Disrupt events always feature incredible speakers, and we’ve got an amazing agenda lined up for you this year. Let’s take a look at just some of the discussions and interviews you’ll enjoy over the course of three Disruptive days.

Reigniting the Space Race: Blue Origin CEO Bob Smith intends to return the U.S. to crewed spaceflight, with a goal of doing so this year with its first suborbital trips. Hopefully, we can also get Smith to tell us the ticket price for a trip, once it begins taking on paying customers.

Could the U.S. Government Be Your Next Investor: No founder likes dilution, which is why the U.S. government is becoming an increasingly popular source for early-stage, ambitious venture capital. Hear from Steve Isakowitz (The Aerospace Corporation) along with other VC leaders and founders who have navigated the process to discover your next source of non-dilutive capital.

How to Build a Sex Tech Startup: As the old adage goes, sex sells. Cyan Banister (Founders Fund), Cindy Gallop (MakeLoveNotPorn) and Lora Haddock (Lora DiCarlo) will discuss the opportunities — and challenges — of building a successful sex tech startup, and how to capitalize on a market that’s projected to be worth more than $123 billion by 2026.

The Grass Is Greener: The cannabis industry is projected to reach $50 billion in 10 years. Keith McCarty (Wayv) and Bharat Vasan (Pax Labs) represent two of the biggest names in the market. Hear the duo talk about an industry with undeniable potential, but plenty of red tape to deal with, too.

Quite the appetizer, no? Then there’s the big event that everyone wants to watch — Startup Battlefield. Which awesome startup will outshine the rest and take home $100,000?

Want to meet and greet even more top early-stage startups? Be sure to stop by Startup Alley and connect with the TC Top Picks — and hundreds of other cool startups. This year, our editors hand-picked 45 companies that represent the very best in their tech categories. Check the list of winners right here so you can see which ones you want to meet IRL.

Disrupt San Francisco 2019 takes place October 2-4. Enjoy your Labor Day weekend, but be sure to take advantage of the one-week early-bird price extension. Buy your passes to Disrupt SF and save up to $1,300 — but only if you beat the new deadline: September 6 at 11:59 p.m. (PST).

Is your company interested in sponsoring or exhibiting at Disrupt San Francisco 2019? Contact our sponsorship sales team by filling out this form.


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Only 3 days left for early-bird pricing on passes to Disrupt SF 2019 – gpgmail


It’s a countdown to savings, startup fans. Calculate it any way you like — 72 hours, 4,320 minutes or 259,200 seconds — you have just three days left to save up to $1,300 with early-bird pricing on passes to Disrupt San Francisco 2019. The deadline strikes at exactly 11:59 p.m. (PST) on August 30. Buy your early-bird pass right now and save.

One of the many reasons Disrupt SF draws more than 10,000 people from around the world is to hear an impressive array of speakers — leading experts and top players in the startup world. They’ll address crucial topics like security and the challenges of protecting your most valuable asset: your customers and their data.

That issue applies to startups and multinationals alike, and we’re thrilled to have Google’s Heather Adkins, IOActive’s Jennifer Sunshine Steffens and Duo’s Dug Song join us to discuss how to build a secure startup from the ground up without slowing growth. That’s just one example — you can peruse the Disrupt agenda here.

Need more reasons to attend Disrupt SF on October 2-4? Let us count the ways. Networking — with more than 1,200 early-stage startups and sponsors exhibiting in Startup Alley, you’ll find opportunity upon opportunity to build your network. Whether you’re an investor hunting for a startup to round out your portfolio, a founder in search of an angel or a software engineer cruising for a new gig, Startup Alley is your networking mecca.

Want to prepare ahead of time? We’ve got you. Search our directory of startups exhibiting in Startup Alley. Then be sure to take advantage of CrunchMatch, our free business-matching platform. Once you fill out your profile, CrunchMatch automatically matches companies based on mutual business interests and goals. It suggests meetings and sends out invitations (which recipients can easily accept or decline).

Don’t miss the always-epic Startup Battlefield. We have a fierce cadre of early-stage startups ready to take the Main Stage to launch, pitch and demo their product to the world and a tough panel of judges. Oh yeah — they’re also competing for $100,000 and a chance to change the trajectory of their business. It’s a live-action thrill ride and an opportunity to see the next generation of household tech names — it can and has happened. Fitbit, Mint, Box and a host of other companies launched at a gpgmail event.

Disrupt San Francisco 2019 takes place October 2-4, but you have only three days left to take advantage of our early-bird pricing and save up to $1,300. Don’t waste time counting the minutes. Buy your tickets before the deadline hits at 11:59 p.m. (PST) on August 30. We can’t wait to see you in San Francisco!

Is your company interested in sponsoring or exhibiting at Disrupt San Francisco 2019? Contact our sponsorship sales team by filling out this form.




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AMD Reports Q2 2019 Market Share as Intel Sticks to Its Guns on Pricing


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Over the past month, AMD let fly with two-thirds of its 7nm product lineup. Both the desktop and server spaces have now been refreshed with 7nm CPUs. Intel’s response? Meh.

Let’s do the market share data first. Heading into Q2, AMD has a series of pushes and drags on its market performance. Positive factors include Intel’s ongoing CPU shortage (expected to peak in Q2 2019) and the strong overall market response to Ryzen in desktop, laptop, and server. Negative factors include ongoing trade disputes with China and the possibility of a 12/14nm sales slowdown as the 7nm launch approached.

Data on AMD’s market share in desktop, server, and laptops was provided by Dean McCarron of Mercury Research via THG. We’ve covered Mercury Research’s figures before — sticking with one firm allows us to create an apples-to-apples comparison for how AMD’s market share is evolving over time. There’s good news on multiple fronts for the smaller CPU manufacturer:

AMD-Market-Share-Q2-2019

Data by Dean McCarron, Mercury Research. Chart by ExtremeTech

AMD’s desktop market share was flat in Q2, at 17.1 percent of the channel. This isn’t necessarily surprising. AMD has been cutting prices on its older 2000 series parts to stimulate uptake, but there was an unmistakable surge of interest in third-generation RyzenSEEAMAZON_ET_135 See Amazon ET commerce after those chips launched. We don’t know how strong the surge will be, but European retailer Mindfactory released July sales data showing that AMD shipments skyrocketed after July 7. The DIY retail market for CPUs is typically estimated to be between 10-20 percent of the space. If AMD continues to enjoy high retail demand, we will see that reflected in the Q3 2019 figures for overall desktop market share. As always, when considering data from a single company or source, keep in mind that it reflects information at that specific retailer, not the wider market.

Notebook share is the major winner, both year-on-year and quarter-on-quarter. AMD has picked up two percentage points of share since the beginning of the year and grown its market share by 1.6x relative to Q2 2018. The challenge for the company will be keeping that share as Intel’s CPU shortage lessens. Some analysts have predicted that AMD would lose its gains in this area as Intel shipped more cores; we’ll see what Q3 shows us in that regard.

The server market continues to tick upwards, with AMD claiming 3.4 percent of the space now, up from 1.4 percent the previous year. AMD didn’t hit its previous goal of taking 5 percent of the entire server market by Q4 2018 (the company told us earlier this year that it believed it had secured at least 5 percent of the 2S / dual-socket server space). We’re not concerned by the relatively slow server ramp — the Epyc CPUs AMD just launched are the most impressive performance leap the company has ever delivered in that market.

Overall, AMD’s market share figures show a company executing well and gaining share. AMD has predicted that its Compute and Graphics revenue will increase by 1.2x over 2018 when the impact of slowing semi-custom design sales is taken into effect (Xbox One and PS4 sales are falling as the new console cycle builds momentum).

As for Intel, the larger CPU vendor is sticking to its guns. Intel’s August CPU Price List gives the expected list prices in 1K units for its complete product lineup. There are no changes whatsoever. These official price guides don’t necessarily reflect the price that chips are selling for in the retail channel, and they certainly don’t reflect the price that OEMs pay in bulk, but they represent Intel’s officially communicated pricing.

IntelPricesAugust

The full document is available for your perusal, but it looks like the above straight down the line. Intel may adjust its pricing quietly behind the scenes, or it may make larger, formal cuts at a later date, but the firm is sticking to its guns for now. From Intel’s perspective, this makes good sense. AMD may have just launched an impressive suite of products, but Intel presumably wants to see how the market responds to them before it makes a determination about what to do.

Intel’s response to AMD since 2017 has been to avoid direct price cuts and instead introduce different products at adjusted price points. That might not work in server, given that Cascade Lake has already launched and there aren’t going to be opportunities to respond to AMD with a new family deployment in the near term. Intel might cut prices later this year, or opt to wait to change its product alignments until Cooper Lake or Ice Lake are ready to ship. For now, AMD continues to gain market share with expected improvements in the back half of 2019 related to the 7nm Ryzen refresh.

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