Intel Full Product Line Inventory Report; April 10, 2021

Camp Marketing Consultancy

MOBILE COMPLETE NOW with Broadwell U through Tiger Lake U to show channel clearing and NEW 10 nm Tiger Lake Mobile Power Quad and Octa/Hexa H cost assessment see slides 56 to 59 Dimensions of Economic Freedom. Law Int lExpress Int lExpress Int l Express Int l Express e e e e Understanding

artificial acceleration - systematic concentration – targeted financial misappropriation

Intel full product line inventory report; April 10, 2021 IN DEVLEOPMENT – with INTEL FULL RUN PRODUCT CATEGORIES PLOT NOW with AMD and Intel + Apple M1 q3 2020 through May 22nd Market Share

“The central fact of industrial economics is not profit but loss - not the expectation of ending up with a surplus, its justification, and the legitimacy of the claims to a share in it; but the inevitable and real risk of ending up with an impoverishing deficit, and the need, the absolute need, to avoid this loss by providing against the risks”.

- Peter Drucker, The New Society, 1950

Mike Bruzzone, Camp Marketing Consultancy, [email protected] Seeking Alpha – April 15, 2021 Camp Marketing Consultancy – Intel full product line inventory report

By Invitation Product Category % Full Run % 4.10.21 C Xeon Ivy Bridge v2 14.85% 13.84% Xeon Product Laundering Theft H Xeon Haswell v3 32.73% 29.64% A Intel simultaneously produces v2 / v3 / v4 N Xeon Broadwell v4 12.82% 17.50% N Xeon SL & CL + r 11.29% 17.14% E May 1998 Core Haswell 6.47% 4.45% L Xeon Core Broadfwell 1.69% 1.32% Haswell v3 Docket 9288 C Core Skylake 4.16% 3.79% Docket 9341 U M Core Kaby Lake 3.12% 2.14% U Core KBr/W/A & Coffee 6.37% 2.62% IVBv2 Xeon L Coffee Lake Refresh 2.75% 1.65% A Haswell v3 T Comet Lake 1.22% 3.12% I Tiger & Ice Lake 0.35% 1.36% N All Atoms 2.19% 1.42% G v3 100.00% 100.00% S U P Xeon P BW BW v4 Ivy Bridge v2 L v4 Y v4 XSL &XCL XSL & XCL v2 V All XSL/XCL O Core Haswell Core v4 Core Haswell KBR & Coffee L @ 224,414,284 units Skylake U Core Skylake 9th M Kaby Lake Kaby Lake Core Skylake 4th E 6th Xeon Atom 10th Atom 7.5 & 8th Ivy Bridge v2 Core Broadwell 7th 9th 9th Atom 9th 5th Core Broadwell 11th

9.9.13 9.25.14 4.3.15 8.5 4.22.16 2.10.17 6.9.17 3.16.18 10.27 4.7.19 9.14 5.2020 9.11 2.3.21 Mike Bruzzone, Camp Marketing Consultancy, [email protected] Seeking Alpha – April 15, 2021 Camp Marketing Consultancy – Intel full product line inventory report 10th 11th 10th 11th 2.21% 2.57% 8.94% 13.76% 4.56% By Invitation

15.41% 9th C 18.24% th H 9 10.86% A Scalable 22.31 Scalable Scalable May 1998 N 70.61% 61.35% 69.16% N Docket 9288 E Docket 9341 L At 50% long run discount MR = MC @ $422.18 + $422.18 = Price $844.37 S U q3 2020 q1 2021 Xeon P q4 2020 Haswell v3 P L q3 2020 through q1 2021 Xeon $1K = 92.75% and Core $1K = 7.25% of Intel total revenue Y v2 V Xeon XSL + XCL + r v4 O L U th th th M Categories 1K = $1688.74; Xeon = $2350, 9 = $444, 10 = $269, 11 = $345 E 9th Coffee Lake Refresh 10th Comet Lake

11th 99.88% Ice and Tiger Lake Mobile For Intel DCG/CCG division split to be correct; 37% : 62% every Core @ 1K $367.03 gets 1 Scalable for $111.63 Mike Bruzzone, Camp Marketing Consultancy, [email protected] Seeking Alpha – April 19, 2021 Camp Marketing Consultancy – Intel and AMD full product line inventory report

By Invitation

AMD 4.49% with GPU C and 4.10% CPU only H May 1998 Intel CPU A N 95.51% Docket 9288 N Docket 9341 E L Xeon Haswell v3 S U P P q2 L q3 2020 q4 2020 q1 2021 Y Xeon Ivy Bridge v2

V O Xeon XCL + r + XSL L U M Xeon Broadwell v4 E Ryzen 5/4/3/2/1 + 5/4/3/2 APU Desktop KBLr + 8th CL 9th Coffee Lake Refresh 4th Haswell

4th Haswell 4th 6th 10th 7.5 & 8th 7th 9th Atom 5th 11th 7.4 11 18 25 8.1 8 15 22 29 9.5 12 19 26 10.4 11 18 25 11.1 8 15 21 28 12.5 12 19 26 1.2 9 16 23 30 2.6 13 20 27 3.6 13 20 27 4.3 10 week Mike Bruzzone, Camp Marketing Consultancy, [email protected] Seeking Alpha – May 13, 2021 Camp Marketing Consultancy – Intel and AMD full product line inventory report

By Invitation x86 CPU Market Share

C H Intel CPU; Xeon CL+r, SL, Core 11th, 10, 9th generation May 1998 A N Docket 9288 N Docket 9341 E 82.90% 83.29% 87.71% L

S U 79.85% 79.48% 85.72 P P L Intel CPU; Xeon CL+r, SL, Core 11th, 10th only Y q3 2020 q4 2020 q1 2021 q2 V O L U Xeon CL+r, SL, Core 11th, 10, 9th generation 17.10% 16.71% 12.29%

M th th Xeon CL+r, SL, Core 11 , 10 generation only 20.14% 20.52% 14.27% E

All AMD CPU; Epyc Rome, Naples, TR 3/2/1, Ryzen 5/4/3/2/1, APU 5/4/3/2

7.4 11 18 25 8.1 8 15 22 29 9.5 12 19 26 10.4 11 18 25 11.1 8 15 21 28 12.5 12 19 26 1.2 9 16 23 30 2.6 13 20 27 3.6 13 20 27 4.3 10 week Mike Bruzzone, Camp Marketing Consultancy, [email protected] Seeking Alpha – May 13, 2021 Camp Marketing Consultancy – Intel and AMD full product line inventory report All AMD v Intel CPU; Xeon CL+r, SL, Core 11th, 10 and 9th generation

q3 7.4.20 7.11.20 7.18.20 7.25.20 8.1.20 8.8.20 8.15.20 8.22.20 8.29.20 9.5.20 9.12.20 9.19.20 9.26.20 2020 13.12% 12.11% 15.56% 18.63% 18.84% 19.25% 18.53% 17.48% 17.15% 18.06% 17.83% 17.56% 16.75% 86.88% 87.89% 84.44% 81.37% 81.16% 80.75% 81.47% 82.52% 82.85% 81.94% 82.17% 82.44% 83.25%

q4 2020 10.3.20 10.11.20 10.18.20 10.25.20 11.1.20 11.8.20 11.15.20 11.21.20 11.28.20 12.5.20 12.12.20 12.19.20 12.26.20 15.95% 18.45% 19.92% 19.08% 18.66% 18.58% 18.08% 17.08% 17.67% 17.86% 11.61% 11.63% 11.63% 84.05% 81.55% 80.08% 80.92% 81.34% 81.42% 81.92% 82.92% 82.33% 82.14% 88.39% 88.37% 88.37%

q1 2021 1.2.21 1.9.21 1.16.21 1.23.21 1.30.21 2.6.21 2.13.21 2.20.21 2.27.21 3.6.21 3.13.21 3.20.21 3.27.21 14.07% 17.13% 15.62% 14.03% 13.25% 13.32% 11.94% 11.98% 10.73% 10.47% 10.24% 10.36% 10.89% 85.93% 82.87% 84.38% 85.97% 86.75% 86.68% 88.06% 88.02% 89.27% 89.53% 89.76% 89.64% 89.11%

AMD mean average = 15.1% Intel mean average = 84.8% May 1998 May All AMD v Intel CPU; Xeon CL+r, SL, Core 11th, 10th generation ByInvitation Docket 9288 Docket 9341

q3 7.4.20 7.11.20 7.18.20 7.25.20 8.1.20 8.8.20 8.15.20 8.22.20 8.29.20 9.5.20 9.12.20 9.19.20 9.26.20 2020 15.82% 14.67% 18.84% 22.53% 22.70% 23.09% 21.82% 20.14% 19.82% 20.86% 20.60% 20.28% 19.23% 84.18% 85.33% 81.16% 77.47% 77.30% 76.91% 78.18% 79.86% 80.18% 79.14% 79.40% 79.72% 80.77%

q4 10.3.20 10.11.20 10.18.20 10.25.20 11.1.20 11.8.20 11.15.20 11.21.20 11.28.20 12.5.20 12.12.20 12.19.20 12.26.20 2020 18.22% 22.21% 25.13% 23.94% 23.36% 23.14% 22.33% 21.09% 21.71% 21.60% 14.33% 14.31% 14.25% 81.78% 77.79% 74.87% 76.06% 76.64% 76.86% 77.67% 78.91% 78.29% 78.40% 85.67% 85.69% 85.75%

q1 1.2.21 1.9.21 1.16.21 1.23.21 1.30.21 2.6.21 2.13.21 2.20.21 2.27.21 3.6.21 3.13.21 3.20.21 3.27.21 2021 16.53% 19.14% 17.38% 15.58% 14.64% 14.43% 14.27% 13.00% 11.59% 11.28% 10.99% 11.11% 11.66% 83.47% 80.86% 82.62% 84.42% 85.36% 85.57% 85.73% 87.00% 88.41% 88.72% 89.01% 88.89% 88.34%

AMD mean average = 17.81% Intel mean average = 82.18%

Mike Bruzzone, Camp Marketing Consultancy, [email protected] Seeking Alpha – May 13, 2021 Camp Marketing Consultancy – Intel and AMD full product line inventory report

Product Line % Period Category Market Share NOTE; Analyst’s May 12, 2021 Seeking Alpha Share Report is through May 8 and here March 27 Xeon 56.77% 97.72% See; https://seekingalpha.com/instablog/5030701-mike-bruzzone/5590014 Epyc & TR 1.38% 2.37% Ryzen Desktop 12.26% Ryzen Mobile 1.60% 33.12% 33.12% C Core 11th 2.77% 6.62% H Core 10th 10.98% 26.23% A Core 9th 14.24% 34.01% 66.86% N N E By Invitation L Xeon Scalable Cascade Lake + r and Sky lake S U P P May 1998 q2 L q3 2020 q4 2020 q1 2021 Y Docket 9288 Docket 9341 V Core 9th Coffee Lake refresh O L U Ryzen Desktop M 5/4/3/2/1 + 5/4/3/2 APU Core 10th Comet Lake E

Core 10th Comet Lake Core 11th Rocket / Tiger / Ice AMD EPYC & TR AMD APU Mobile AMD EPYC & TR 7.4 11 18 25 8.1 8 15 22 29 9.5 12 19 26 10.4 11 18 25 11.1 8 15 21 28 12.5 12 19 26 1.2 9 16 23 30 2.6 13 20 27 3.6 13 20 27 4.3 10 week Mike Bruzzone, Camp Marketing Consultancy, [email protected] Seeking Alpha – May 13, 2021 Camp Marketing Consultancy – Intel and AMD full product line inventory report May 1998 May ByInvitation Docket 9288 Docket 9341

q3 2020 7.4.20 7.11.20 7.18.20 7.25.20 8.1.20 8.8.20 8.15.20 8.22.20 8.29.20 9.5.20 9.12.20 9.19.20 9.26.20 XCL/XSL 61.38% 61.08% 57.71% 54.70% 54.62% 54.39% 58.80% 64.07% 61.52% 58.44% 58.23% 58.07% 58.67% EPYC+TR 1.35% 1.37% 1.33% 1.27% 1.23% 1.19% 1.32% 1.43% 1.30% 1.20% 1.23% 1.22% 1.27% R Desktop 10.40% 9.18% 12.73% 15.90% 16.32% 16.67% 16.09% 15.23% 14.75% 15.53% 15.18% 14.83% 14.08% R Mobile 1.37% 1.56% 1.50% 1.46% 1.30% 1.39% 1.12% 0.82% 1.09% 1.33% 1.42% 1.50% 1.40% Intel 11th 1.87% 2.01% 2.07% 2.12% 2.07% 2.01% 1.44% 0.83% 1.40% 1.89% 1.99% 2.08% 2.03% Intel 10th 6.53% 7.34% 7.27% 7.21% 7.48% 7.73% 6.15% 4.41% 6.46% 8.18% 8.51% 8.85% 9.62% Intel 9th 17.11% 17.47% 17.40% 17.34% 16.99% 16.61% 15.08% 13.21% 13.47% 13.42% 13.44% 13.45% 12.93% 100.00% 100.00% 100.00% 100.00% 100.00% 100.00% 100.00% 100.00% 100.00% 100.00% 100.00% 100.00% 100.00%

q4 2020 10.3.20 10.11.20 10.18.20 10.25.20 11.1.20 11.8.20 11.15.20 11.21.20 11.28.20 12.5.20 12.12.20 12.19.20 12.26.20 XCL/XSL 59.14% 52.56% 47.26% 47.69% 49.03% 49.88% 50.07% 50.73% 50.43% 48.26% 53.78% 53.89% 54.02% EPYC+TR 1.32% 1.15% 1.02% 1.03% 1.06% 1.07% 1.07% 1.13% 1.23% 1.20% 1.41% 1.29% 1.19% R Desktop 13.33% 16.01% 17.74% 16.95% 16.42% 15.97% 15.41% 14.34% 14.86% 15.12% 8.43% 8.62% 8.74% R Mobile 1.30% 1.29% 1.16% 1.10% 1.17% 1.54% 1.60% 1.61% 1.59% 1.54% 1.77% 1.73% 1.70% Intel 11th 1.98% 1.81% 1.66% 1.72% 1.78% 1.91% 2.01% 2.11% 2.18% 2.27% 2.76% 2.83% 2.90% Intel 10th 10.51% 10.23% 10.42% 11.23% 10.41% 9.91% 10.82% 11.08% 11.14% 14.27% 12.81% 12.93% 13.06% Intel 9th 12.42% 16.95% 20.74% 20.29% 20.13% 19.71% 19.02% 18.99% 18.59% 17.35% 19.04% 18.71% 18.40% 100.00% 100.00% 100.00% 100.00% 100.00% 100.00% 100.00% 100.00% 100.00% 100.00% 100.00% 100.00% 100.00%

q1 2021 1.2.21 1.9.21 1.16.21 1.23.21 1.30.21 2.6.21 2.13.21 2.20.21 2.27.21 3.6.21 3.13.21 3.20.21 3.27.21 XCL/XSL 55.77% 57.94% 59.04% 60.27% 59.73% 60.10% 53.73% 62.02% 64.37% 64.28% 64.17% 63.72% 62.98% EPYC+TR 1.37% 1.61% 1.70% 1.80% 1.84% 1.70% 1.43% 1.58% 1.67% 1.72% 1.76% 1.83% 1.90% R Desktop 10.73% 13.21% 11.79% 10.40% 9.56% 9.58% 8.55% 8.36% 7.19% 6.88% 6.57% 6.70% 7.23% R Mobile 1.97% 2.31% 2.13% 1.83% 1.85% 2.05% 1.96% 2.04% 1.87% 1.88% 1.91% 1.83% 1.76% Intel 11th 2.94% 2.99% 3.32% 3.67% 3.91% 4.09% 3.74% 4.17% 4.16% 4.29% 4.41% 4.85% 5.24% Intel 10th 12.34% 11.45% 11.88% 12.08% 13.59% 14.84% 14.27% 13.96% 13.31% 13.80% 14.31% 14.33% 14.29% Intel 9th 14.88% 10.49% 10.15% 9.95% 9.51% 7.65% 16.33% 7.88% 7.43% 7.15% 6.88% 6.74% 6.59% 100.00% 100.00% 100.00% 100.00% 100.00% 100.00% 100.00% 100.00% 100.00% 100.00% 100.00% 100.00% 100.00%

Mike Bruzzone, Camp Marketing Consultancy, [email protected] Seeking Alpha – May 13, 2021 Camp Marketing Consultancy – Intel and AMD full product line inventory report

Product % in Period % 4.10.21 By Invitation Epyc Rome 2.89% 5.82% Epyc Naples 3.38% 3.88% 9.69% Matisse 3x Desktop TR 3 0.37% 0.67% TR 2 0.74% 1.08% C TR 1 0.24% 0.51% 2.26% H Vermeer 5x 2.02% 5.44% Matisse 3x 40.32% 33.58% A May 1998 N Pinnacle 2x 8.40% 3.93% Summit 1x 12.28% 3.81% 46.76% N Docket 9288 Cezanne 5x Dktop 0.00045% 0.00% E Docket 9341 Renior 4x Dktop 0.27% 0.67% L Picasso 3x Dktop 2.29% 1.47% Raven 2x Dktop 2.16% 0.86% 3.00% S Cezanne 5x Mobile 0.01% 0.19% U Renior 4x Mobile 3.33% 6.48% Ryzen 3x Chrome 0.01% 0.03% P Picasso 3x Mobile 4.44% 5.15% P Raven 2x Mobile 1.04% 2.20% 14.04% L Big Navi 6x GPU 1.24% 7.11% Y Little Nave 5x GPU 4.31% 5.33% Vega GPU 1.18% 0.99% V Polaris GPU 9.08% 10.82% 24.25% 100.00% 100.00% O L Summit Ridge 1x Desktop U M E Pinnacle 2x Desktop

Polaris GPU Polaris GPU Polaris GPU Summit 1x Polaris GPU Summit Ridge 1x Desktop

Pinnacle 2x Pinnacle 2x D top Picasso 3x Mobile Picasso 3x Mobile Navi 6x Navi 5x GPU Navi 5x Navi 5x Vermeer 5x Renior 4x M Raven 2x APU Desktop Navi 5x GPU ROME Raven 2x APU Desktop Navi 5x V5x Picasso 3x D top Summit 1x Naples Pinnacle 2x Naples Naples Raven 2x Mobile Vermeer 5x Summit 1x Vega GPU Renoir 4x Mobile Raven 2x Mobile Vega Vega GPU Vermeer 5x Picasso 3x Dtop TR 2 THREAD RIPPER 3 TR 2 TR 2 Raven 2x APU Desktop Vega GPU TR 3 TR 1 Cezanne 5x M 7.4 11 18 25 8.1 8 15 22 29 9.5 12 19 26 10.4 11 18 25 11.1 8 15 21 28 12.5 12 19 26 1.2 9 16 23 30 2.6 13 20 27 3.6 13 20 27 4.3 10 week Mike Bruzzone, Camp Marketing Consultancy, [email protected] Seeking Alpha – May 13, 2021 Camp Marketing Consultancy – Intel and AMD full product line inventory report

By Invitation AMD Rome + Naples on Scalable Cascade Lake + CLr + Sky lake grade SKUs AMD 2.02% Intel by C Cores % in Period Full Run INTEL H 97.98% 28C 5.63% 5.14% A May 1998 26C 1.54% 1.88% N No Xeon W N Docket 9288 24C 4.38% 4.19% E Docket 9341 22C 1.51% 1.54% L 20C 5.24% 5.18% S 18C 6.60% 6.90% U 16C 10.12% 9.95% P P 14C 4.39% 4.75% L 12C 15.59% 15.04% Y 10C 10.59% 9.65% V 8C 22.65% 23.22% O 6C 3.90% 4.64% L 4C 7.85% 7.92% U M 100.00% 100.00% E

AMD EPYCS

7.4 11 18 25 8.1 8 15 22 29 9.5 12 19 26 10.4 11 18 25 11.1 8 15 21 28 12.5 12 19 26 1.2 9 16 23 30 2.6 13 20 27 3.6 13 20 27 4.3 10

Mike Bruzzone, Camp Marketing Consultancy, [email protected] Seeking Alpha – May 14, 2021 Camp Marketing Consultancy – Intel and AMD full product line inventory report

By Invitation AMD Rome + Naples on Scalable Cascade Lake + CLr + Sky lake grade SKUs AMD 2.02% Gold 5115 10C C Silver 4110 8C INTEL H Silver 4110 8C 97.98% A May 1998 Silver 4110 8C No Xeon W N Silver 4114 10C N Docket 9288 Silver 4114 10C Silver 4114 10C Silver 4108 8C E Docket 9341 L Silver 4112 4C Gold 5118 12c Gold 5118 12c Gold 6134 8C Gold 5118 12c S Gold 5118 12c Gold 5122 4C Gold 5122 4C Silver 3106 8C Silver 3106 8C U Silver 4108 8C Gold 6130 16C Gold 6130 16C Gold 6134 8C P Silver 4114 10C Gold 5122 4C P Gold 6130 16C Silver 4110 8C Silver 4108 8C L S 4108 8C S 4110 8C Gold 5122 4C Silver 3106 8C Y Gold 6134 8C G 6126 12C Gold 5122 4C 4114 10C Gold 6126 12C S 4108 8C 4108 8C G 6140 18C V Gold 5120 14C 5118 12c Gold 5115 10C Gold 5115 10C Gold 6136 12C S 4114 10C 6130 16C Gold 6136 12C Gold 5115 10C G 6130 16C G 6140 18C Silver 3106 8C O Gold 5120 14C Gold 6136 12C Gold 5120 14C Gold 5120 14C Gold 6134 8C 6142 16C L Silver 4112 4C G 6136 12C Gold 5120 14C Silver 4112 4C 5120 14C Silver 3104 6C Silver 3104 6C Gold 6142 16C Silver 3106 8C U Gold 5120 14C Silver 3104 6C S 3104 6C S 4210 10C 5115 10C Gold 6136 12C Gold 6132 14C Silver 3106 8C 6128 6C M Silver 3104 6C 3106 8C Gold 6142 16C Gold 6142 16C Silver 3104 6C G 6142 16C Gold 6128 6C Gold 6128 6C Gold 6142 16C Gold 6142 16C E Gold 6142 16C Gold 6138 20C S 4116 12C S 4116 12C S 4116 12C 6138 20C Silver 4112 4C Gold 6138 20C Gold 6154 18C 6140 18C 3104 6C Gold 6138 20C Gold 6154 18C Gold 6144 8C Gold 6128 6C Gold 6144 8C 6126 12C P 8173M 28C 8276 28C

AMD EPYCS 7.4 11 18 25 8.1 8 15 22 29 9.5 12 19 26 10.4 11 18 25 11.1 8 15 21 28 12.5 12 19 26 1.2 9 16 23 30 2.6 13 20 27 3.6 13 20 27 4.3 10

Mike Bruzzone, Camp Marketing Consultancy, [email protected] Seeking Alpha – May 14, 2021 Camp Marketing Consultancy – Intel and AMD full product line inventory report

By Invitation Epyc Rome and Naples Core Grade % in Period C 64C 11.79% H 48C 1.62% A May 1998 7251 8C N 32C 26.14% N Docket 9288 24C 13.68% E Docket 9341 16C 21.26% L 12C 0.92% 8C 24.58% S U 100.00% P P L 7251 8C 7452 32C Y 7502 32C

V 7452 32C O 7702 64C L 7551 32C 7551 32C 7401 24C 7502 32C U 7702 64C M 7351 16C 7702 64C 7551 32C 7601 32C 7702 64C 7742 64C 7281 16C 7281 16C E 7351 16C 7281 16C 7281 16C 7742 64C 7351 16C 7351 16C 7281 16C 7401 24C 7351 16C 7281 16C 7401 24C 7742 64C 7351 16C 7451 24C 7451 24C 7302 16C 7742 64C 7302 16C 7451 24C 7302 16C 7451 24C 7302 16C 7702 64C 7601 32C 7301 16C 7302 16C 7401 24C 7301 16C 7301 16C 7301 16C 7451 24C 7351P 16 7401P 24

7.4 11 18 25 8.1 8 15 22 29 9.5 12 19 26 10.4 11 18 25 11.1 8 15 21 28 12.5 12 19 26 1.2 9 16 23 30 2.6 13 20 27 3.6 13 20 27 4.3 10

Mike Bruzzone, Camp Marketing Consultancy, [email protected] Seeking Alpha – May 14, 2021 Camp Marketing Consultancy – Intel and AMD full product line inventory report

By Invitation Xeon Scalable Cascade Lake + CLr + Skylake 28 / 26 / 24 C on All Epyc

AMD C 15.13% P 8276 28C H P 8280 28C May 1998 P 8280 28C A P 8173M 28C 8276 28C N Intel 8280 28C N Docket 9288 84.87% P 8180 28C E Docket 9341 P 8276 28C L P 8160 24C

8160 24C G 6252 24C P 8160 24C S P 8180 28C U

P 6252 24C

P 8180 28C 8176 24C L P 8180 28C Y P 8160 24C P 8180 28C 5220R 24 6230R 26 8168 24C 8260 24C V P 8260 24C 6248R 24 7251 8C 8170 26C O 8160 24C P 8280 28C 8276M 28 L 8280L 28 6258R 28 8268 24 8270 26 U 6238R 28 8173M 28 8276L 28 8280M 28 M 6240R 24

E 8256 24C 8160 24C 7251 8C 7452 32C 8176M 28 7502 32C 8180M 28 7551 32C 8164 26

8160F 24

7.4 11 18 25 8.1 8 15 22 29 9.5 12 19 26 10.4 11 18 25 11.1 8 15 21 28 12.5 12 19 26 1.2 9 16 23 30 2.6 13 20 27 3.6 13 20 27 4.3 10

Mike Bruzzone, Camp Marketing Consultancy, [email protected] Seeking Alpha – May 14, 2021 Camp Marketing Consultancy – Intel and AMD full product line inventory report

By Invitation Xeon Scalable Cascade Lake + CLr + Skylake 22 / 20 / 18 / 16 C on All Epyc

C H A May 1998 N N Docket 9288 E Docket 9341 Gold 6130 16C L

S U Gold 6140 18C P P L Gold 6142 16C Y

V O Gold 6142 16C Gold 6138 20C L Gold 6142 16C U Gold 6138 20C M E

7.4 11 18 25 8.1 8 15 22 29 9.5 12 19 26 10.4 11 18 25 11.1 8 15 21 28 12.5 12 19 26 1.2 9 16 23 30 2.6 13 20 27 3.6 13 20 27 4.3 10

Mike Bruzzone, Camp Marketing Consultancy, [email protected] Seeking Alpha – May 15, 2021 Camp Marketing Consultancy – Intel and AMD full product line inventory report Detail Slide

By Invitation Xeon Scalable Cascade Lake + CLr + Skylake 22 / 20 / 18 / 16 C on All Epyc 6140 18C

C Gold 6130 16C H A May 1998 AMD N 8.25% Gold 6142 16C N Docket 9288 Gold 6140 18C E Docket 9341 Intel L 91.75%

U Gold 6138 20C P Gold 6142 16C 5218 16C P Gold 6138 20C 5218 16C Gold 6142 16C 6138 20C L 6230 20C G 6142 16C Gold 6154 18C Gold 6154 18C G 5220 18C Y G 6140 18C 5220 18C Gold 6150 18C G 6148 20C G 6138 20C Gold 6138 20C G 6154 18C 6154 18C S G 6150 18C 6148 20C 4 G 6238 22C 2 V Gold 6140 18C G 6230 20C Gold 6230 20C Gold 6230 20C 1 6238 22C 6 6248 20C Gold 6148 20C G 6152 22C O G 6148 20C 16C 6152 22C Gold 6248 20C G 6242 16C G 6242 16C 6240 18C Gold 6150 18C G 6148 20C

Gold 6140 18C G 6150 18C G 6150 18C 6242 16C L G 6140 18C Gold 6230 20C G 6248 20C G 6230 20C S 4216 16C G 6154 18C G 6148 20C Gold 6152 22C Gold 6152 22C S 4216 16C 6150 18C U Gold 6152 22C Gold 6248 20C G 5218 16C G 5218R 20 G 5218R 20 4216 16C Gold 6230 20C G 6230 20C G 5218 16C G 6148 20C G 6140M 18 G 6140M 18 M Gold 6152 22C 5218R 20 Gold 6154 18C G 6242 16C 6140M 18 G 6226R 16 6142M 16 G 6142M 16 E G 5220 18C Gold 6248 20C G 6238 22C 6226R 16 G 5218 16C Gold 5218 16C G 6242 16C G 6140M 18 S 4216 16C G 6148 20C S 4216 16C Gold 6242 16C Gold 6248 20C G 6254 18C G 6142M 16 G 6254 18C G 5218R 20 G 6254 18C G 6254 18C G 6140M 18 G 6254 18C G 6140M 18 G 6254 18C 6254 18C S 4216 16C G 6142M 16 P 8253 16 G 6142M 16 G 6148 20C G G 6140M 18 G 6140M 18 Gold 6240 18C G 6140M 18 P 8253 16C S 4216 16C Gold 6240 18C 5220 18C P 8153 16C G 6242 16C G 6142M 16 7251 8C P 6240 18C G 6238 P 8253 16C G 6226R 16 G G 6226R 16C G 6242 16C G 6226R 16C P 8253 16C G 6142M 16 22C 6 G 6242R 20C 8253 16C P 8253 16C 6242R 20C G 6242 16C G 6226R 1 P 8253 16C G 5218R 20 G 6254 18C 16C G 5218R 20 3 G 6246R 16 G 6242R 20C 6246R 16 G 6254 18C 0 P 8253 16C P 8153 16C P 8153 16C G 6242R 20C G 6242R 20C 7502 32C T G 6246R 16 7502 32C 7251 8C 16 G 6246R 16 7452 32C 7251 8C 7452 32C 7551 32C 7452 32C G 6242R 20C 7551 32C 8153 16C 6148F 20

7.4 11 18 25 8.1 8 15 22 29 9.5 12 19 26 10.4 11 18 25 11.1 8 15 21 28 12.5 12 19 26 1.2 9 16 23 30 2.6 13 20 27 3.6 13 20 27 4.3 10

Mike Bruzzone, Camp Marketing Consultancy, [email protected] Seeking Alpha – May 15, 2021 Camp Marketing Consultancy – Intel and AMD full product line inventory report

By Invitation Xeon Scalable Cascade Lake + CLr + Skylake 14 / 12 / 10 / 8 / 6 / 4 C on All Epyc

C Silver 4110 8C H Silver 4110 8C AMD 3% A Intel May 1998 N 97% N Docket 9288 E Docket 9341 L

S U P P L Y

V O L U M E

7.4 11 18 25 8.1 8 15 22 29 9.5 12 19 26 10.4 11 18 25 11.1 8 15 21 28 12.5 12 19 26 1.2 9 16 23 30 2.6 13 20 27 3.6 13 20 27 4.3 10

Mike Bruzzone, Camp Marketing Consultancy, [email protected] Seeking Alpha – May 16, 2021 Camp Marketing Consultancy – Intel and AMD full product line inventory report By Invitation

Xeon Cascade Lake + CLr + Skylake on All Epyc by Cores Xeon 8 Core C May 1998 H Scalable Cascade Lake + CLr + Sky lake 8 Core A Docket 9288 N Docket 9341 AMD N 2.02% E In relation HEDT build into Xeon commercial INTEL L Ryzen Vermeer and Matisse Performance 97.98% Desktop 16 C only AMD share + Ryzen 1 S 16 C = + 2% Xeon 12 Core 0 No Xeon W U P C Xeon 12 Core P O R L Xeon 10 Core E Xeon 16 Core Y 4 Core 10 Core Xeon 16 Core V Xeon 18 Core 10 Core O Xeon 4 Core Xeon 10 Core L 4C Xeon 28 Core Xeon 20 Core U Xeon 28 Core 20C 10 Core 4 Core Xeon 18 Core M Xeon 18 Core Xeon 4 Core Xeon 20 Core Xeon 24 Core E Xeon 14 Core Xeon 24 Core Xeon 24 Core Xeon 14 Core 14C Xeon 6 Core 6C Xeon 6 Core Xeon 22 Core Xeon 26 Core Xeon 22 Core Xeon 26 Core Xeon 26 Core Epyc Rome and Naples 32 Core Epyc Rome and Naples 32 Core E 32C Epyc Rome and Naples 32 Core Epyc Rome and Naples 16 Core Epyc Rome and Naples 8 core Epyc Rome and Naples 16 Core 64C E 16C AMD 32C E 8C 8C & 16C 24C E 24C 64C Rome and Naples 64C parallel 24 C volume Rome and Naples 64C parallel 24 C volume 7.4 11 18 25 8.1 8 15 22 29 9.5 12 19 26 10.4 11 18 25 11.1 8 15 21 28 12.5 12 19 26 1.2 9 16 23 30 2.6 13 20 27 3.6 13 20 27 4.3 10

Mike Bruzzone, Camp Marketing Consultancy, [email protected] Seeking Alpha – May 16, 2021 Camp Marketing Consultancy – Intel and AMD full product line inventory report

Single socket x86 workstation market not including Scalable multi processing.

C 1998 May H ByInvitation Docket 9288 Docket 9341 Xeon W Sky lake 31/21xx_ A N N E L AMD 28.92% S U P Intel P L 71.08% Y Thread ripper 29x0_ Xeon W CLr 32xx_ V O L Xeon W CL 22xx 29x0 U 22xx M Xeon W CL 22xx_ E Xeon W CLr 32xx_ 39x0 Thread ripper 39x0_ Thread ripper 39x0_ 19x0

Thread ripper 19x0_ Thread ripper 19x0_

7.4 11 18 25 8.1 8 15 22 29 9.5 12 19 26 10.4 11 18 25 11.1 8 15 21 28 12.5 12 19 26 1.2 9 16 23 30 2.6 13 20 27 3.6 13 20 27 4.3 10

Mike Bruzzone, Camp Marketing Consultancy, [email protected] Seeking Alpha – May 16, 2021 Camp Marketing Consultancy – Intel and AMD full product line inventory report

AMD Thread ripper 39/29/19xx_ v Intel Xeon W 32/22/31/21xx_ Single Socket Market Share *

q3 7.4.20 7.11.20 7.18.20 7.25.20 8.1.20 8.8.20 8.15.20 8.22.20 8.29.20 9.5.20 9.12.20 9.19.20 9.26.20 2020 28.43% 29.06% 33.20% 37.34% 33.48% 29.75% 31.41% 32.81% 33.08% 33.38% 32.99% 29.15% 31.45% 71.57% 70.94% 66.80% 62.66% 66.52% 70.25% 68.59% 67.19% 66.92% 66.62% 67.01% 70.85% 68.55%

AMD q1 = 31.85% Intel q1 = 68.15% x86 Single Socket

q4 10.4.20 10.11.20 10.18.20 10.25.20 11.1.20 11.8.20 11.15.20 11.21.20 11.28.20 12.5.20 12.12.20 12.19.20 12.26.19 2020 33.68% 30.34% 25.88% 26.49% 26.79% 26.70% 26.09% 26.12% 26.36% 25.38% 25.14% 22.60% 20.05% 66.32% 69.66% 74.12% 73.51% 73.21% 73.30% 73.91% 73.88% 73.64% 74.62% 74.86% 77.40% 79.95%

AMD q1 = 26.28% Intel q1 = 73.71% Workstation Market Share

q1 1.2.21 1.9.21 1.16.21 1.23.21 1.30.21 1.6.21 1.13.21 2..20.21 2.28.21 3.6.21 3.13.21 3.20.21 3.27.21 2021 22.91% 25.87% 25.09% 24.05% 22.68% 25.54% 28.12% 28.83% 28.81% 28.30% 27.90% 33.48% 40.00% 77.09% 74.13% 74.91% 75.95% 77.32% 74.46% 71.88% 71.17% 71.19% 71.70% 72.10% 66.52% 60.00%

AMD q1 = 27.66% AMD three quarter mean average = 29.08% Intel q1 = 72.33% Intel three quarter mean average = 70.91%

*Note, Intel 2P / MP workstation market is approximately 7x greater volume in relation Intel single socket market.

Mike Bruzzone, Camp Marketing Consultancy, [email protected] Seeking Alpha – May 16, 2021 Camp Marketing Consultancy – Intel and AMD full product line inventory report

By Invitation Single socket x86 workstation market by grade SKU

C H A May 1998 N N Docket 9288 E Docket 9341 L

S U P P L Y

V O L U M E

7.4 11 18 25 8.1 8 15 22 29 9.5 12 19 26 10.4 11 18 25 11.1 8 15 21 28 12.5 12 19 26 1.2 9 16 23 30 2.6 13 20 27 3.6 13 20 27 4.3 10

Mike Bruzzone, Camp Marketing Consultancy, [email protected] Seeking Alpha – May 16, 2021 Camp Marketing Consultancy – Intel and AMD full product line inventory report Detail Slide

KEY = 32/22/31/21xx_ By Invitation 4C = 31.84% Single socket x86 workstation market by grade SKU 6C = 13.67% 2950X 16C TR C 64C = 4.63% 8C = 15.82% 32C = 34.25% H 10C = 21238.40% 4C 2950X 16C 24C = 19.79% A 12C = 3.71% May 1998 16C = 28.26% N 12C = 7.33% 14C = 6.25% N 2102 4C 8C = 5.74% 16C = 3.71% Docket 9288 E Docket 9341 L 18C = 6.25% 24C = 4.30% 2990WX 32C 2990WX S 28C = 6.05% 2123 4C U 2950X 16C All TR 2950X

P 2990WX

P 2133 6C

L 2133 6C 2245 8C 2125 4C 2145 8C 3970X Y 3223 8C 2990WX 2133 6C 2990WX 2195 18C 3223 8C V

O 2223 4C L U 1950X M 1920X E

3990X

1900X 2970WX

3955WX 3995WX 2920X 7.4 11 18 25 8.1 8 15 22 29 9.5 12 19 26 10.4 11 18 25 11.1 8 15 21 28 12.5 12 19 26 1.2 9 16 23 30 2.6 13 20 27 3.6 13 20 27 4.3 10 Mike Bruzzone, Camp Marketing Consultancy, [email protected] Seeking Alpha – May 18, 2021 Camp Marketing Consultancy – Intel and AMD full product line inventory report

By Invitation Begins Desktop

C H A May 1998 th N Coffee Lake Refresh 9 generation N Docket 9288 E Docket 9341 L

S U q3 2020 q4 2020 q1 2021 q2 2021 P P Matisse Ryzen 3xxx L Y

V Comet Lake 10th generation O L U M E Comet Lake 10th generation

Vermeer Ryzen 5xxx Rocket Lake 11th Renoir 4x and Cezanne 5x APU 7.4 11 18 25 8.1 8 15 22 29 9.5 12 19 26 10.4 11 18 25 11.1 8 15 21 28 12.5 12 19 26 1.2 9 16 23 30 2.6 13 20 27 3.6 13 20 27 4.3 10 17 24 5.1 5.8 5.15 5.22 Mike Bruzzone, Camp Marketing Consultancy, [email protected] Seeking Alpha – May 24, 2021 Camp Marketing Consultancy – Intel and AMD full product line inventory report

By Invitation x86 Desktop Market Share

C Intel H AMD Ryzen A May 1998 41.10% AMD N 55.90% N Docket 9288 E Docket 9341 L 77.83% 58.68% 47.41% 22.17% 41.32% 52.59% S in period share U P P L Y

V O Intel 11th and 10th generation only L U M q3 2020 q4 2020 q1 2021 q2 2021 E

7.4 11 18 25 8.1 8 15 22 29 9.5 12 19 26 10.4 11 18 25 11.1 8 15 21 28 12.5 12 19 26 1.2 9 16 23 30 2.6 13 20 27 3.6 13 20 27 4.3 10 17 24 5.1 5.8 5.15 5.22 Mike Bruzzone, Camp Marketing Consultancy, [email protected] Seeking Alpha – May 24, 2021 Camp Marketing Consultancy – Intel and AMD full product line inventory report

By Invitation Intel 11th and 10th and 9th generation

C AMD H 31% A May 1998 Intel N 64.82% 71.85% 68.35% N Docket 9288 69% E Docket 9341 35.18% 28.15% 31.65% L

S in period share U P q3 2020 q4 2020 q1 2021 q2 2021 P L Y AMD Ryzen V O L U M E

x86 Desktop Market Share

All AMD Desktop v Intel Desktop; Rocket Lake 11th and Comet Lake 10 generation only

q3 7.4.20 7.11.20 7.18.20 7.25.20 8.1.20 8.8.20 8.15.20 8.22.20 8.29.20 9.5.20 9.12.20 9.19.20 9.26.20 2020 83.14% 82.20% 83.66% 84.57% 85.48% 86.18% 83.59% 79.95% 75.68% 72.70% 71.12% 69.51% 64.25% 16.86% 17.80% 16.34% 15.43% 14.52% 13.82% 16.41% 20.05% 24.32% 27.30% 28.88% 30.49% 35.75%

q4 10.4.20 10.11.20 10.18.20 10.25.20 11.1.20 11.8.20 11.15.20 11.21.20 11.28.20 12.5.20 12.12.20 12.19.20 12.26.19 2020 58.76% 66.97% 70.33% 66.29% 62.37% 63.42% 58.75% 59.08% 59.33% 51.59% 47.37% 47.64% 47.85% 41.24% 33.03% 29.67% 33.71% 37.63% 36.58% 41.25% 40.92% 40.67% 48.41% 52.63% 52.36% 52.15%

q1 1.2.21 1.9.21 1.16.21 1.23.21 1.30.21 1.6.21 1.13.21 2..20.21 2.28.21 3.6.21 3.13.21 3.20.21 3.27.21 2021 54.14% 61.01% 55.02% 52.56% 49.92% 46.33% 43.18% 45.90% 44.36% 42.41% 40.43% 40.35% 40.28% 45.86% 38.99% 44.98% 47.44% 50.08% 53.67% 56.82% 54.10% 55.64% 57.59% 59.57% 59.65% 59.72% 4.4.21 4.10.21 4.17.21 4.24.21 5.1.21 5.8.21 5.15.21 5.22.21 AMD mean average = 58% 40.62% 42.14% 41.37% 40.58% 42.45% 41.25% 41.90% 42.47% 59.38% 57.86% 58.63% 59.42% 57.55% 58.75% 58.10% 57.53% Intel mean average = 42%

All AMD v Intel Desktop; Rocket Lake 11th, Comet Lake 10th and Coffee Lake Refresh 9th generation

q3 7.4.20 7.11.20 7.18.20 7.25.20 8.1.20 8.8.20 8.15.20 8.22.20 8.29.20 9.5.20 9.12.20 9.19.20 9.26.20 2020 29.28% 29.79% 33.49% 36.34% 38.18% 39.86% 36.98% 33.35% 35.13% 36.59% 35.97% 35.35% 33.82% 70.72% 70.21% 66.51% 63.66% 61.82% 60.14% 63.02% 66.65% 64.87% 63.41% 64.03% 64.65% 66.18%

q4 10.4.20 10.11.20 10.18.20 10.25.20 11.1.20 11.8.20 11.15.20 11.21.20 11.28.20 12.5.20 12.12.20 12.19.20 12.26.19 2020 32.12% 32.75% 32.68% 31.13% 29.60% 29.42% 28.30% 28.88% 29.42% 25.24% 21.66% 22.25% 22.83% 67.88% 67.25% 67.32% 68.87% 70.40% 70.58% 71.70% 71.12% 70.58% 74.76% 78.34% 77.75% 77.17%

q1 1.2.21 1.9.21 1.16.21 1.23.21 1.30.21 1.6.21 1.13.21 2..20.21 2.28.21 3.6.21 3.13.21 3.20.21 3.27.21 2021 29.86% 40.64% 37.15% 35.02% 33.94% 34.80% 22.45% 32.90% 31.40% 30.59% 29.72% 29.74% 29.76% 70.14% 59.36% 62.85% 64.98% 66.06% 65.20% 77.55% 67.10% 68.60% 69.41% 70.28% 70.26% 70.24%

4.4.21 4.10.21 4.17.21 4.24.21 5.1.21 5.8.21 5.15.21 5.22.21 40.62% 42.14% 41.37% 40.58% 42.45% 41.25% 41.90% 42.47% AMD mean average = 31.6% 59.38% 57.86% 58.63% 59.42% 57.55% 58.75% 58.10% 57.53% Intel mean average = 68.4%

Mike Bruzzone, Camp Marketing Consultancy, [email protected] Seeking Alpha – May 24, 2021 Camp Marketing Consultancy – Intel and AMD full product line inventory report

By Invitation All AMD v Intel Desktop; Rocket Lake 11th, Comet Lake 10th, Coffee Lake Refresh 9th generation by SKU

C AMD mean average = 31.6% H A May 1998 Intel mean average = 68.4% N N Docket 9288 E L Docket 9341

S i9 9900K i9 9900K U P P BIG BLOCK L Y taking a chunk V of financial capital O L out of the channel and it sold U M E

i7 i9 9900K 1 R5 3600 0 7 0 i9 10900K R9 3900X R7 3700X 0 R9 3900X R5 3600 R5 3600 i9 10900K i5 9500 i5 9500 i5 9500 i9 10900K

By Invitation All AMD Desktop v Intel Desktop; Rocket Lake 11th and Comet Lake 10 generation only

C R5 3600 H 3900X A May 1998 i9 10900K N i7 1 N Docket 9288 E 0 Docket 9341 3700X 7 L i7 0 1 AMD mean average = 58% 0 R9 3900X 0 7 Intel mean average = 42% S R5 3600 0 0 3950X 10900K U 3900X 3900X R5 3600 3950X 3950X 3950X P 10900K 3 P 7 10700K 3950X 0 3600X 0 L X 3700X 1 1 Y 3800X 10700K 3700X 0 10900K 0 9 10700K 10900K 7 0 3700X 0 V 3800X 3 0 3600X 3600 0 K 6 3800X 3700X O 0 3600 10900K 3600X 1 10700K 10850K 3600X 0 3800X 3900X L 0 3600 10700K 3800X 7 1 3600 3900X U 1 0 10400 0 10850K 1 7 10700K 3950X 0 1 3600 0 0 0 3950X 3700X M 7 0 0 7 10500 10850K 10700 0 7 3950X E 10400 0 10500 1 3950X 0 0 10600K 10400 10400 10400 0 0 3800X 0 7 10850K 10900K 0 10850K 10100 3800X 0 10500 10100 3800X 3800X 10600 10500 10600K 5800X 10700K 10600K 10600K 10500T 10600K 10100 10100 10600K 10400 10100 5600X 5600X 5600X 3600X 3800X 10500 5950X 5900X 10600K 5900X 5600X 10900 3600XT 5800X 3600X 5950X 5900X 3600X 5600X 10700F 5950X 10500T

7.4 11 18 25 8.1 8 15 22 29 9.5 12 19 26 10.4 11 18 25 11.1 8 15 21 28 12.5 12 19 26 1.2 9 16 23 30 2.6 13 20 27 3.6 13 20 27 4.3 10 17 24 5.1 5.8 5.15 5.22 Mike Bruzzone, Camp Marketing Consultancy, [email protected] Seeking Alpha – May 26, 2021 Camp Marketing Consultancy – Intel and AMD full product line inventory report

By Invitation All AMD Desktop v Intel Desktop; Rocket Lake 11th and Comet Lake 10 generation only This is the primary competitive market on volume R5 3600 where AMD is also tied to Comet surplus clearing

C 3900X H i9 10900K A May 1998 i7 N 1 N Docket 9288 0 E 3700X 7 L Docket 9341 i7 0 1 0 R9 3900X 0 AMD mean average = 58% S 7 R5 3600 0 Intel mean average = 42% U 0 3950X 10900K P 3900X 3900X R5 3600 3950X P 3950X 3950X 10900K L 3 7 10700K Y 3950X 0 3600X 0 X 3700X V 1 1 3800X 10700K O 3700X 0 10900K 0 9 10700K 10900K 7 L 0 3700X 0 U 3800X 3 0 3600X 3600 0 K M 6 3800X 3700X 0 3600 10900K E 3600X 1 1 10700K 10850K 3600X 0 3800X 3900X 0 0 3600 10700K 3800X 7 7 1 3600 3600 3900X 1 0 0 10400 0 10850K 1 7 10700K 3950X 0 3950X 1 3600 0 0 0 10500 0 3950X 3700X 7 0 0 7 10500 10850K 10700 0 7 3950X 10400 0 10500 1 3950X 0 0 10600K 10400 10400 10400 0 0 3800X 0 7 10850K 10900K 0 10850K 10100 3800X 0 10500 10100 3800X 3800X 10600 10500 10600K 5800X 10700K 10600K 10600K 10500T 10600K 10100 10600K 10100 5600X 10100 10400 5600X 3800X 5600X 3600X 10500 5950X 5900X 10600K 5900X 5600X 10900 3600XT 3800XT 5800X 3600X 5950X 5900X 3600X 5600X 10700F 5950X 10500T

7.4 11 18 25 8.1 8 15 22 29 9.5 12 19 26 10.4 11 18 25 11.1 8 15 21 28 12.5 12 19 26 1.2 9 16 23 30 2.6 13 20 27 3.6 13 20 27 4.3 10 17 24 5.1 5.8 5.15 5.22

Mike Bruzzone, Camp Marketing Consultancy, [email protected] Seeking Alpha – May 24, 2021 Camp Marketing Consultancy – Intel and AMD full product line inventory report

AMD Vermeer 5xxx Desktop v Intel Rocket Lake 11th Desktop only

C 1998 May This is the secondary boutique market on Rocket short run volume ByInvitation Docket 9288 Docket 9341 H 5800X A N N 5800X 5600X E 5600X 5600X L 5800X 5900X S U 5900X 5950X P 5600X P 11900K L 5900X Y

V 5900X O 5950X 11700 L 5950X 11600K U 11700K 11900K M E 11700F 11700K 5950X 5900X AMD Intel 11700K

17.38% 11400 82.61% Intel supply patterns suggest they don’t want AMD channel bundle attach within Rocket. 11600K 11700 11700KF 11400F 11900K 11400 11500 11900 11600K 11500 11600KF 11900 11900KF 11900T 11.8 15 21 28 12.5 12 19 26 1.2 9 16 23 30 2.6 13 20 27 3.6 13 20 27 4.3 10 17 24 5.1 5.8 5.15 5.22 Mike Bruzzone, Camp Marketing Consultancy, [email protected] Seeking Alpha – May 25, 2021 Camp Marketing Consultancy – Intel and AMD full product line inventory report

AMD Vermeer 5xxx Desktop v Intel Rocket Lake 11th Desktop only

V 5900X O 5950X 11700 L 5950X 11600K U 11700K 11900K M E 11700F 11700K 5950X 5900X AMD Intel 11700K

2021 2022 2023 Intel AMD Intel AMD C 54.71% 45.28% 45.36% 54.64% H Market Share A N N E M3x L Comet Lake Vermeer 5xB2 and Gen 5 on Matisse Alder Lake S Alder Lake on Coffee Lake U Ryzen 6 P P L Y

V Alder O Matisse 3x Lake L 12.7.21 U M B2b Ryzen 6 E May 1998 May ByInvitation Docket 9288 Docket 9341

Vermeer 5xxx B1 B2a Matisse 3x Comet Lake ROCKET

Mike Bruzzone, Camp Marketing Consultancy, [email protected] Seeking Alpha – May 26, 2021 Camp Marketing Consultancy – Intel and AMD full product line inventory report

By Invitation 2021 2022 2023 AMD AMD Intel 41.93% Intel 38.68% C 58.07% 61.32% H A May 1998 Market Share N N Docket 9288 E Docket 9341 Alder Lake L Analyst believes an unlikely Intel scenario on AL first generation implementation. on Sky lake S U Vermeer 5xB2 and Gen 5 on Matisse P Ryzen 6 P M3x L Comet Lake Y

V O 12.7.21 L U M E Matisse 3x B2b Ryzen 6

Vermeer 5xxx B1 B2a Matisse 3x Comet Lake ROCKET

Mike Bruzzone, Camp Marketing Consultancy, [email protected] Seeking Alpha – May 27, 2021 Camp Marketing Consultancy – Intel and AMD full product line inventory report For some reason Intel is signaling production metrics in supply wave forms. TSMC is charging AMD a price premium that did not exist at Matisse 3xxx + 26%.

I Little back end ‘build’ lag seen in front end Intel Rocket Lake run to date N C T H E 11900K @ 270 mm^2 = $0.20 A L N Enters run down on F N standard distribution O 900K design E U N production $56.97 L MC $55.19 D

May 1998 May R ByInvitation Docket 9288 Docket 9341 on Ivy Bridge Metric Y S @ 1K < 50% discount 11700K U A P D P V E L R Y T I 700 8C all SKUs AMD Vermeer (smoothed) run to date Ramp or run down? S V I MC sort = $28.39 O Normalized 115 mm^2 = $0.23 and N $0.11 hard cost @ / 2 MC = MR = P 11700 L G U T M B1 end enters B2 ramp I E M 6/5/4 6C all SKUs E MC sort = $17.10 TO 11600K

Full run hard fabrication = $27.24 M Full run design production = $51.08 A R *TSMC 26% price increase over Matisse K E TSMC raises price umbrella and Intel re-enters foundry business. T Mike Bruzzone, Camp Marketing Consultancy, [email protected] Seeking Alpha – May 25, 2021 Camp Marketing Consultancy – Intel and AMD full product line inventory report Drilling down into TSMC production cost : price / margin; AMD Vermeer 5xxx $1K AWP on channel = $484.77 that is 24% higher than Matisse 3x full run and 26% higher than Matisse 3x in q1 2021.

On divide by 3 foundry / AMD / OEM stakeholder margin split AMD cost and margin = $161.59 on average across Vermeer 5xxx full line sales volume.

AMD OEM average price range high to mid volume discount = $161.59 to * 1.5 = $242.38

MSRP; 5950X 2x8C = $799, 5900X 2x6C or 1x8C+4C = $599, 5800X 1x8C = $449 and 5600X 1x6C = $299.

At MC = MR = Price, AMD net $161.59 / 2 = average marginal cost $85.12.

Note: Intel Total Revenue Total cost Model on supply CAN reverse production cost and margin.

TSMC Vermeer 5xxx Production Economics on Channel Supply and Change in $1K Price Data By Invitation

MC = 134.25

MC = MR @ $85.12 May 1998

Docket 9288 MR = $27.24 Docket 9341 SUPPLY PERIOD 2

November December January February March April May Mike Bruzzone, Camp Marketing Consultancy, [email protected] Seeking Alpha – May 28, 2021 Camp Marketing Consultancy – Intel and AMD full product line inventory report Drilling down into TSMC production cost : price / margin;

A standard economic profit rule divides CPU design manufacturer (not producer) price by 12 or 10 to find cost; apply Intel x2, x3, x4, x6, x8, x10 and x12 their not suppose to do that anymore.

Examples; Rocket i9 109xx_ $1K AWP $523.34 / by 12 to 10 = cost range $43.60 to $52.32.

Now let’s consider TSMC cost : price / margin. Relies on TSMC stakeholder split determining price and Instead of monthly supply relies on grade SKU production volume on supply data;

AMC by Component SKU AWP = $80.85 140 is what we’ll take from this 5950X TAKE AWAY AMC = $50.15 5950X 16C attempt to find TSMC cost. $85.12 AMR = $30.70 120 $133.17 5900X $68.95 5800X 100 $57.84 TAKE AWAY

By Invitation AWP = MR $80.85 is finished goods includes packaging 5900X 12C 5600X 80 $91.50 $68.95 $19.73 5800X 8C 60 $57.84 $74.83 TAKE AWAY Suggests TSMC 5600X 40 $37.00 Vermeer 5xxx May 1998 $49.83 design production cost is $50.15, but 20 Docket 9288 Docket 9341 $19.73 AMD pays for the design portion $0 1K 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 Finished components 1,000’s Mike Bruzzone, Camp Marketing Consultancy, [email protected] Seeking Alpha – May 28, 2021 Camp Marketing Consultancy – Intel and AMD full product line inventory report Drilling down into TSMC production cost : price / margin . . .

We have not found what we’re looking for; TSMC fabrication hard cost. Continuing plugging in marginal cost findings from our first example into the model which is not the plot on this page;

140 V5x = 115 normalized + 125 i/o die = 240 mm^2 of silicon. 5950/00X are expensive packages, the cost is $0.12 to $0.20 per mm^2 all up.

This old Total Revenue On the Intel model tool 120 fashion method Marginal Revenue suggests 100 TSMC can produce for $30 Marginal Cost 80 $85.85 5 5 9 9 5 0 0 0 5950X 16C 5900X 12C 5800X 8C 5600X 6C By Invitation X X $65 60 5 MC $85.85 8 On the Intel model tool 0 0 X AMR = $46.34 5 6 $68.00 AMC = $30.02 40 0 0 $42 X MC = MR @ $47 Price to AMD May 1998 $114 to $153 $30 MR x4 to x5 cost 20 Docket 9288 $28.51 Docket 9341

$0 $23.84 $19.12

Units 20,786 samples 1K 2 3 4 5 6 7 8

Mike Bruzzone, Camp Marketing Consultancy, [email protected] Seeking Alpha – May 28, 2021 Camp Marketing Consultancy – Intel and AMD full product line inventory report This is not a great run for Intel Drilling down into Intel production cost : price / margin on over supply 300 TR *On q1 financial reconciliation Core volume discount is 30% off 1K. MC 280 However that’s not how Rocket Lake sales package is sold; Cost that makes On 10,000 unit order OEM pays $258 is $1K < Rocket Lake a 260 É of Demand Looser I9 11900_ 8C ONLY 30% discount per unit for a production split of i9 @ 50% off 1K OEM = $261 plus 10700K and 10700 that represents 50% of MR É of 240 total purchase volume, and Intel throws rest of i7 Supply and all i5 6/5/400 SKUs in for free a + < 33% 220 discount.

COMBINED i9 11900_ and i7 11700_ 8C 200 AWP = $186.67 @ 50% off 1K OEM $212 180 May 1998 May

I7 11700_ 8C ONLY ByInvitation Docket 9288 Docket 9341 160 @ 50% off 1K OEM = $176 SUSPECT MOSTLY BUNDLE DEAL @ $1K < 30%* 140 MC REVENUE SACRIFICE $130 AWP = $258.54 120 i5 116/5/400_ 6C ONLY @ 50% off 1K OEM $107 AMR = $ 34.36 100 AMC = $224.17 $87 NOT GOOD

80 ALL BUNDLE DEAL @ $1K < 50% REVENUE SACRIFICE AWP = $184.67 60 $52 MR AMR = $ 24.54 40 MR = MC AMC = $160.12

20 IN PROGRESS SHOWN @ 1K < 50% $0 250 500 750 1K 1.5 2K 2.5 3K 3.5 4K 4.5K 5K Units that are data samples totaling 4,375 ‘offers for sale’ is a statistically relevant sample. Mike Bruzzone, Camp Marketing Consultancy, [email protected] Seeking Alpha – May 29, 2021 Camp740 Marketing Consultancy – Intel and AMD full product line inventory report 720 700 5 Phase 1K < 50% OEM $185 OEM = $185 4 Phase 3 Phase 680 By Invitation Production Metric AMR = $129 Metric Metric 660 AMR = $135 AMC = $ 55 640 AMC = $ 50 620 OEM = $185 660 AMR = $161 640 AMC = $ 24 620 600 May 1998 580 560 540 Docket 9288 520 $55 / 270 mm^2 = $0.23 mm^2 design Docket 9341 500 This is the cost of bundle deal which production cost and $0.115 hard cost made Rocket Lake a Looser = + 81% Cost 480 / 2 MC = MR = P. Same as TSMC 7 nm 460

440 420

400 Revenue contribution per unit on change in quantity 380 Monopoly Price 1K AWP $369.34 360 MC 340 MC SURPLUS MR 320 PROFIT C O @ $1K < 30%* 310 1K AWP = $94.37 T Competitive Price A H 300 R E AWP = $97.56 280 R MRÉ Supply T 260 1K MR = $43.59 W AMR = $31.44 E I 240 BROKER VALUES DEADWEIGHT L S AMC = $66.11 220 LOSS E BOW TIE SHUT DOWN POINT 200 V @ $1K < 50% 180 PRODUCER DEAD WEIGHT FROM T OVER PRODUCTION A 160 SURPLUS A L X AWP = $69.68 140 1K MC = $50.77 U E 120 V AMR = $22.46 E A 100 S S AMC = $47.22 80 MC I 60 MR O N 40 ? VC? AMC = $55 20 MR / 2 = $23 hard cost $0 25 50 75 100 150 200 250 300 350 400 450 500 550 600 650 700 Mike Bruzzone, Camp Marketing Consultancy, [email protected] Seeking Alpha – May 30, 2021 Camp Marketing Consultancy – Intel and AMD full product line inventory report

By Invitation Begins Mobile in progress

C 94.05% 93.24% 90.86% 89.90% H AMD without Picasso 4.53% 5.25% 6.65% 7.19% A May 1998 1.43% 1.50% 2.49% 2.90% N N Docket 9288 Intel Tiger Lake, Ice Lake, Lake Field E Docket 9341 Comet Lake, Coffee Refresh H L

S U AMD 5.32% ARM based 2.02% P P L Y

V O Intel L 92.66% U in period M E q2 2020 q3 2020 q4 2020 q1 2021 q2 2021 in part AMD Renoir and Cezanne Mobile adds Picasso ARM based Snapdragon Windows 10, MS Surface SQ1, Apple M1

Picasso adds + 58% 98.73% Renoir + Cezanne

4.11.20 5.2 6.6 7.4 8.1 9.5 10.4 11.1 12.5 1.2.21 2.6 3.6 4.4 5.1 5.22 Mike Bruzzone, Camp Marketing Consultancy, [email protected] Seeking Alpha – June 7, 2021 Camp Marketing Consultancy – Intel and AMD full product line inventory report

AMD Renoir & Cezanne Mobile v Intel Mobile; Tiger, Ice, Lakefield, Comet, Coffee Refresh H v ARM based

q3 7.4.20 7.11.20 7.18.20 7.25.20 8.1.20 8.8.20 8.15.20 8.22.20 8.29.20 9.5.20 9.12.20 9.19.20 9.26.20 2020 3.38% 4.20% 4.03% 3.95% 3.67% 3.47% 4.50% 6.76% 5.65% 5.14% 5.22% 5.30% 5.02% 1.88% 1.71% 1.00% 0.66% 1.00% 1.33% 1.39% 1.48% 1.55% 1.61% 1.67% 1.72% 1.69% 94.74% 94.10% 94.98% 95.39% 95.33% 95.20% 94.11% 91.76% 92.79% 93.25% 93.11% 92.98% 93.29%

q4 10.3.20 10.11.20 10.18.20 10.25.20 11.1.20 11.8.20 11.15.20 11.21.20 11.28.20 12.5.20 12.12.20 12.19.20 12.26.20 2020 4.78% 5.66% 5.02% 4.42% 5.03% 5.26% 5.53% 5.50% 5.47% 4.55% 6.17% 5.65% 5.20% 1.64% 1.55% 1.50% 1.43% 1.35% 1.36% 1.35% 1.28% 1.30% 1.13% 1.59% 1.91% 2.24% 93.58% 92.79% 93.47% 94.14% 93.62% 93.38% 93.13% 93.22% 93.23% 94.31% 92.24% 92.43% 92.56%

q1 1.2.21 1.9.21 1.16.21 1.23.21 1.30.21 2.6.21 2.13.21 2.20.21 2.27.21 3.6.21 3.13.21 3.20.21 3.27.21 2021 6.34% 7.77% 6.87% 6.06% 6.45% 6.77% 7.06% 6.97% 6.90% 6.73% 6.64% 6.15% 5.78% 2.38% 2.58% 2.48% 2.38% 2.26% 2.33% 2.38% 2.52% 2.68% 2.75% 2.83% 2.54% 2.27% 91.27% 89.65% 90.66% 91.57% 91.29% 90.90% 90.56% 90.51% 90.42% 90.52% 90.53% 91.30% 91.95% 4.4.21 4.10.21 4.17.21 4.24.21 5.1.21 5.8.21 5.15.21 5.22.21 AMD mean average = 5.8% 6.41% 7.12% 7.51% 7.60% 7.29% 7.07% 7.19% 7.38% 2.64% 3.03% 3.06% 2.96% 2.86% 2.73% 2.90% 3.07% ARM based mean = 1.9% 90.95% 89.85% 89.43% 89.44% 89.86% 90.20% 89.90% 89.55% Intel mean average = 92.2%

Qualcomm 8.2% ARM based Adds AMD Picasso 3xxx Mobile to Renoir 4x and Cezanne 5x:

q2 2020 q3 2020 q4 2020 q1 2021 q2 in part Apple AMD 9.41% 13.00% 11.65% 12.42% 12.11% 34.98% ARM 1.61% 1.30% 1.40% 2.33% 2.75% Microsoft Intel 88.98% 85.70% 86.94% 85.24% 85.14% 56.70% 100.00% 100.00% 100.00% 100.00% 100.00%

Mike Bruzzone, Camp Marketing Consultancy, [email protected] Seeking Alpha – June 7, 2021 Camp Marketing Consultancy – Intel and AMD full product line inventory report

Product Line % in Period % 5.22.21 By Invitation Picasso Quad 3xxx 6.95% 5.25% Renoir 8/6/4/2/C 4xxx 4.89% 6.36% AMD Comet Lake Hexa / Quad U/Y Cezanne 8/6/4/C 5xxx 0.06% 0.64% 12.25% Tiger Lake 8C H 0.001% 0.041% Intel C Tiger Lake Quad U/H 4.34% 17.30% C Lakefield Penta SOC 0.20% 0.26% U W H R E Ice Lake Quad U 17.14% 16.04% R E E A May 1998 K Comet Lake 8/6C H 13.92% 17.39% N N Comet 6/4C U/Y 26.27% 23.99% T N Docket 9288 Coffee Refresh 8/6C H 24.34% 9.83% 84.84% E Docket 9341 Apple M1 0.66% 1.89% ARM L Microsoft SQ1 X 1.07% 0.91% QCOM Snap Win 10 0.16% 0.11% 2.91% 100.00% 100.00% S U P P Coffee Lake Refresh Comet Lake U/Y L Octa / Hexa H B U Y N D L Comet Lake V E Coffee Refresh H Octa / Hexa H O D E Tiger Lake Quad 3 / 4 / H L A U L Ice Lake M Comet Lake Quad U Comet Lake U/Y Ice Lake Octa / Hexa H E Ice Lake Quad U Renoir 4xxx_ Quad U 8 / 6 / 4 / 2C Tiger Lake Picasso 3xxx_ Quad 3 / 4 / H Picasso 3xxx_ Renoir 4xxx_ Tiger Lake Quad 3 / 4 / H Apple M1 Apple M1 Surface Pro X SQ1 Surface Pro X SQ1 Surface Pro X SQ1 Cezanne Lakefield Lakefield Lakefield 5xxx 8/6/4 OCOM Tiger Lake Octa H

4.11.20 5.2 6.6 7.4 8.1 9.5 10.4 11.1 12.5 1.2.21 2.6 3.6 4.4 5.1 5.22 Mike Bruzzone, Camp Marketing Consultancy, [email protected] Seeking Alpha – June 8, 2021 Camp Marketing Consultancy – Intel and AMD full product line inventory report

AMD Renoir & Cezanne Mobile v Intel Mobile; Tiger, Ice, Lakefield, Comet, Coffee Refresh H v ARM based

By Invitation AMD Picasso 3xxx_ why serving quad secondary AMD 5.32% market is not shown here deemed by the analyst ARM based 2.02% C back in time in terms of current share estimate. H A A note on Apple M1 and ARM Windows based in N general, appears poised to eclipse AMD mobile? N May 1998 E L Docket 9288 Intel Docket 9341 92.66% S U P P L Y

V O L U M E

98.73% RENOIR

6W E 5.72% By Invitation AMD Renoir 4x and Cezanne 5x v Apple M1

45W H 20.54% 4500U APPLE C 6C M1 H 35W HS 4.11% A May 1998 N AMD 15W U N Docket 9288 69.62% R7 4800H total supply E Docket 9341 in period L 8C A 3050U 2C S 4800H U 4800H 4500U 6C P 8C 4700U 8C 8C 4500U 6C P 4500U 6C L 3050U R7 4700U 8C Y 2C

3 0 5 V 0 U 4800H 8C O 4700U 8C 2C 4800H 8C 3150U L 3020E 2C U 4700U 8C 2C 3 3150U 0 4750U 8C M 4300U 4C 4600H 6C 2C 5 4600H 6C 3150U 2C E 4800H 8C 4 0 4750U 8C 9 4750U 8C U 3020E 3020E 2C 0 4600H 6C 2C 4650U 6C 0 2C 4300U 4C 4650U 6C 4650U 6C A 3050U HS 4600H 6C 8C 2C 4300U 4C 4300U 4C 4750U 8C 4700U 8C 4750U 8C 4650U 6C 5500U 6c 3150U 2C 4900HS 8C 4900HS 8C 3150U 2C 4650U 6C 4800HS 8C 5900HS 8C 4750U 8C 4800HS 8C 5800H 8C 4900HS 8C 3020E 2C 4800HS 8C 5800H 8C 4800HS 8C 570OU 8C

6W E 5.72% By Invitation AMD Renoir 4x and Cezanne 5x v Apple M1 by Type

45W H 20.54% 4500U C 6C H 35W HS 4.11% A May 1998 N AMD 15W U Docket 9288 N 69.62% R7 4800H E Docket 9341 in period L 8C A 3050U 2C S 4800H U 4800H 4500U 6C P 8C 4700U 8C 8C 4500U 6C P 4500U 6C L 3050U R7 4700U 8C Y 2C 3 M1 0 M1 5 V 0 AIR U MINI 4800H 8C O 4700U 8C 2C 4800H 8C 3150U L 3020E 2C U 4700U 8C 2C 3 3150U M1 0 4750U 8C M 4300U 4C 4600H 6C 2C 5 4600H 6C PRO3150U 2C E 4800H 8C 4 0 4750U 8C 9 4750U 8C U 3020E 3020E 2C 0 4600H 6C 2C 4650U 6C 0 2C 4300U 4C 4650U 6C 4650U 6C A 3050U HS 4600H 6C 8C 2C 4300U 4C 4300U 4C 4750U 8C 4700U 8C 4750U 8C 4650U 6C M1 5500U 6c 3150U 2C 4900HS 8C 4900HS 8C 3150U 2C 4650U 6C 4800HS 8C 5900HS 8C 4750U 8C PRO 4800HS 8C 5800H 8C 4900HS 8C 5800H 8C 3020E 2C 4800HS 8C 4800HS 8C 570OU 8C

AMD Renoir 4x and Cezanne 5x by 8C / 6C / 4C / 2 Cores grades 6C 31.12% C 4C All 8 Core H 4.86% Pattern of Price A AMD 8C Discrimination 6 Core N 37.79% 2C N 26.23% E L 2 S C U O P All 8 Core 6 Core R P E L 2 Core Y

V O 2 Core L U

M 1998 May E ByInvitation Docket 9288 Docket 9341 6 Core 4 Cores 4 Cores 4 Cores

4.11.20 5.2 6.6 7.4 8.1 9.5 10.4 11.1 12.5 1.2.21 2.6 3.6 4.4 5.1 5.22 Mike Bruzzone, Camp Marketing Consultancy, [email protected] Seeking Alpha – June 9, 2021 Camp Marketing Consultancy – Intel and AMD full product line inventory report

By Invitation AMD Renoir 4x and Cezanne 5x v Intel Comet Lake H

Product % in Period % 5.22.21 C AMD 8C 9.91% 10.71% H AMD 6C 8.16% 8.70% A May 1998 AMD 4C 1.28% 1.07% N AMD 2C 6.88% 8.20% Comet H 6 Core N Docket 9288 iComet H 8C 18.82% 18.51% Docket 9341 iComet H 6C 48.67% 45.80% E iComet H 4C 6.27% 7.00% L 100.00% 100.00%

S U P P L Y

V Intel AMD PUTTING INTEL 4C H 45 Watt THROUGH THE ROCK CRUSHER O 6C RAMP SIGNAL L U J Comet H 8 Core M A E J B A AMD AMD 8C AMD 8C 8 Core AMD 6C B AMD 8C AMD 2C AMD 6C Comet H 4C Comet H 4C AMD 2C AMD 4C AMD 4C

By Invitation AMD Renoir 4x and Cezanne U 15W v Intel Comet Lake U 15W only

Intel 6C 15W C Comet 10810U H Comet 10710U A May 1998 N AMD 6C U 15W N Docket 9288 E Docket 9341 L

S U P P L Y

V O AMD 8C U 15W L U M AMD 8C U 15W E

AMD 4C U 15W

By Invitation Product % in Period % 5.22.21 AMD 8C 6.01% 8.47% AMD 6C 4.95% 6.88% C AMD 4C 0.77% 0.85% H Intel 4C 15W AMD 2C 4.17% 6.48% A May 1998 Comet 10210U N iComet U 6C 5.49% 5.26% N Docket 9288 iComet U 4C 71.53% 63.94% E Docket 9341 L iComet U 2C 7.09% 8.12% 100.00% 100.00% S U P P C L O Y M P V R O E L S WILL BE D U S U M I M E O P N I N Intel 6C 15W G Comet 10810U Comet 10710U AMD 8/6/4C @ 15W

Product In Period 5. 22.21 Apple M1 11.73% 21.23% 5900HX 8C 0.05% 0.37% 5900HS 8C 0.29% 1.84% Apple M1 5800H 8C 0.26% 1.29% 21.23% MINI 5800HS 8C 0.05% 0.18% AIR 5800U 8C 0.02% 8C 0.00% 8C 40.72% 36.18% 5700U 8C 0.11% 0.77% 0.83% 4.50% 5600H 6C 0.01% 0.09% AMD Mobile 5600U 6C 0.03% 6C 0.00% 6C 5500U 6C 0.29% 0.33% 2.48% 2.57% 78.77% PRO 5400U 4C 0.02% 0.02% 0.09% 0.09% 23.10% 4980U 8C 0.03% 0.09% 4900H 8C 0.18% 0.28% 4900HS 8C 1.65% 2.21% 4800H 8C 12.15% 7.35% Market Share 5.22.21 in period 4800HS 8C 1.64% 0.83% 4800U 8C 0.19% 0.28% 6W E 5.72% 4750U 8C 4.65% 8C 4.32% 8C 4700U 8C 12.09% 32.59% 9.56% 24.91% 4680U 6C 0.06% 0.37% 6C 4600HS 6C 0.01% 0.00% 45W H 4600H 6C 5.47% 3.95% 31.12% 20.54% 4650U 6C 3.71% 3.77% 4C 4.86% 35W HS 4600U 6C 0.22% 0.28% 4.11% 4500U 6C 17.55% 6C 12.68% 6C AMD 8C 4450U 6C 0.12% 27.14% 0.28% 21.32% 2C 4300U 4C 4.27% 4.27% 2.85% 2.85% 37.79% AMD 15W U 3150U 2C 5.02% 4.78% 26.23% 3050U 2C 13.08% 13.51% 69.62% 3020E 2C 4.99% 2C 4.04% 2C 3015E 2C 0.06% 23.15% 0.18% 22.52% 100.00% 100.00% in period

Mike Bruzzone, Camp Marketing Consultancy, [email protected] Seeking Alpha – June 8, 2021 Camp Marketing Consultancy – Intel and AMD full product line inventory report

By Invitation Mobile by grade SKU Comet i5 10210U 4C

C H A May 1998 N N Docket 9288 E Docket 9341 L

S Comet U i5 10210U Coffee Refresh i7 9750H 6C P 4C P Comet i7 L 10750H 6C Y Comet i7 V Comet 10510U 4C O i5 10210U 4C Comet Ice Lake i5 Comet i5 10210U 4C L i5 10210U 1035G1U 4C U 4C Coffee Refresh i7 9750H 6C Ice Lake i7 Ice Lake i7 Ice Lake i5 Comet 1065G7 4C 1035G1U 4C M Comet i7 Comet i7 10510U 4C 1065G7 4C Ice Lake i5 10210U 10510U 4C CR i7 9750H E Comet i7 i7 1065G7 4C 6C 4C Ice Lake i7 Tiger i5 1135G7 4C 10510U 4C Tiger I7 1165G7 4C Comet I5 Comet I5 1065G7 4C Comet I5 9300H 4C 9300H 9300H 4C Comet i7 10510U 4C 4C Ice Lake i7 1065G7 4C Comet i5 10310U 4C Comet i7 Comet i7 Ice Lake i3 Comet i5 10310U 4C 9850H 6C Comet i7 10610U 4C Comet i5 10310U 4C 10750H 6C Ice Lake i3 1005G1 2C 1005G1 2C TL i7 1185G7 4C

Coffee R i9 9880H 8C CR i9 9880H 8C Comet i3 10110U 2C Comet i7 10610U 4C Comet i7 9850H 6C Comet i7 9850H 6C CL i3 10110U 2C IL i7 1065G7 4C Ice Lake i5 1035G1U 4C Comet i3 10110U 2C Comet i3 10110U 2C CL i7 10875H 8C CL i7 10850H 6C TL i5 1145G7 4C Apple M1 IL i5 1035G4 4C CR i9 9880H 8C TL i5 1145G7 4C CL I5 9300H 4C CL i7 10850H IL i3 1005G1 2C 6CComet i7 9850H 6C CL i9 10885H 8C

4.11.20 5.2 6.6 7.4 8.1 9.5 10.4 11.1 12.5 1.2.21 2.6 3.6 4.4 5.1 5.22 Mike Bruzzone, Camp Marketing Consultancy, [email protected] Seeking Alpha – June 2, 2021 Camp Marketing Consultancy – Intel and AMD full product line inventory report

Product in Period % 7.4.21 Coffee Lake H 23.83% 5.78% Mobile by generation Coffee Refresh H 14.94% 8.88% Comet Lake H 3.98% 16.82% Coffee Lake U Whiskey Lake U 15.59% 11.46% C Coffee Lake U 23.83% 5.78% Whiskey Lake U H Comet Lake 7.97% 14.60% Ice Lake U 3.41% 7.96% Comet Lake U A Tiger Lake U 1.58% 14.09% N Tiger Lake H 4C 0.02% 0.42% N Tiger Lake H 8/6C 0.00% 0.12% 85.88% E Renoir + 1% C5x 1.50% 7.99% Coffee Refresh H Comet D L Picasso 3x 3.14% 4.59% 12.58% Apple M1 0.21% 1.54% 1.54% Whiskey U 100.00% 100.00% Ice Lake S M P U Coffee Refresh H P Whiskey I P By Invitation Lake U N L Comet Y Lake U G C O Coffee M V Coffee Refresh H E Refresh H Comet H T O U Whiskey L U May 1998 Com H U Ice Lake Ice Lake Com U Coffee Lake U U TL U M U I Docket 9288 Comet L H E U W U Comet Docket 9341 Coffee Lake Tiger Lake Lake U U U 4C IL U Picasso 3x CLr H Comet H + 1% Cezanne 5x R4x + 1% Picasso 3x C5x CL U Whiskey Lake U FLOOR Renoir 4x Picasso 3x All Apple M1

Comet H Tiger Lake H 4C TL H 8C

4.8.18 8.3.18 10.27.18 5.4.19 10.20.19 1.4.20 4.11.20 7.25.20 9.26.20 12.5.20 1.13.21 5.8.21 7.4.21 Mike Bruzzone, Camp Marketing Consultancy, [email protected] Seeking Alpha – July 7, 2021 Camp Marketing Consultancy – Intel and AMD full product line inventory report

By Invitation Mobile by generation adds Kaby Lake Refresh in period i + 41% C H 7.4.21 i + 20% May 1998 A Kaby Lake Refresh N Docket 9288 N Docket 9341 E L

S Coffee Lake U U Whiskey Lake U P Comet Lake U P L Y

Coffee V Coffee Refresh H Refresh H O L Comet U Lake U

M Comet H KLr Whiskey E U Com H Coffee Lake Ice Lake Ice Lake Com U U U U I TL U L Comet W U Coffee Lake Tiger Lake U Lake U Picasso 3x U U 4C CLr H Comet H R4x + 1% Picasso 3x C5x Whiskey Lake U CL U FLOOR Renoir 4x Picasso 3x All Apple M1 Comet H Tiger Lake H 4C TL H 8C

4.8.18 8.3.18 10.27.18 5.4.19 10.20.19 1.4.20 4.11.20 7.25.20 9.26.20 12.5.20 1.13.21 5.8.21 7.4.21 Mike Bruzzone, Camp Marketing Consultancy, [email protected] Seeking Alpha – July 8, 2021 Camp Marketing Consultancy – Intel and AMD full product line inventory report

Mobile by generation adds Kaby Lake Kaby Lake Refresh in period i + 43% C 1998 May ByInvitation Docket 9288 Docket 9341 H 7.4.21 i + 33% A N Kaby Lake U/Y Kaby Lake U/Y N E L

S U P Comet Lake U P L Whiskey Lake U Coffee Lake U Y

KL U/Y Coffee V Coffee Refresh H Refresh H O L Comet U Lake U M Comet H KLr Kaby Lake H Whiskey E U Com H Coffee Lake Ice Lake Com U U Ice Lake U U I TL U Kaby Lake H L Comet Tiger Lake U W U Coffee Lake Lake U U 4C CLr H Kaby Lake H U R4x + 1% Picasso 3x C5x Whiskey Lake U Picasso 3x Comet H CL U KL H FLOOR Renoir 4x Picasso 3x All Apple M1 Tiger Lake H 4C TL H 8C

4.8.18 8.3.18 10.27.18 5.4.19 10.20.19 1.4.20 4.11.20 7.25.20 9.26.20 12.5.20 1.13.21 5.8.21 7.4.21 Mike Bruzzone, Camp Marketing Consultancy, [email protected] Seeking Alpha – July 11, 2021 Camp Marketing Consultancy – Intel and AMD full product line inventory report

Mobile by generation adds Sky Lake Kaby Lake Refresh in period i + 29% C 1998 May ByInvitation Docket 9288 Docket 9341 H 7.4.21 i + 39% A N Kaby Lake U/Y Kaby Lake U/Y N E L Sky Lake U/Y Kaby Sky Lake U/Y Lake U/Y S SL U/Y U P Sky Lake U/Y Comet Lake U P L Whiskey Lake U Coffee Lake U Y

KL U/Y Coffee V Coffee Refresh H Refresh H O L Comet U Lake U M Sky Lake H Comet H KLr Whiskey E U Sky Lake Com H Coffee Lake Ice Lake Com U H U Ice Lake U U I TL U Kaby Lake H L SL H Tiger Lake U Kaby Lake H Coffee Lake W U U 4C CLr H Comet Kaby Lake H U Lake U R4x + 1% C5x Picasso 3x Picasso 3x Comet H CL U KL H FLOOR Whiskey Lake U Renoir 4x Picasso 3x All Apple M1 Tiger Lake H 4C TL H 8C

4.8.18 8.3.18 10.27.18 5.4.19 10.20.19 1.4.20 4.11.20 7.25.20 9.26.20 12.5.20 1.13.21 5.8.21 7.4.21 Mike Bruzzone, Camp Marketing Consultancy, [email protected] Seeking Alpha – July 12, 2021 Camp Marketing Consultancy – Intel and AMD full product line inventory report

Broadwell U/Y Mobile by generation adds Broadwell Kaby Lake Refresh in period i + 17% C 1998 May ByInvitation Docket 9288 Docket 9341 H 7.4.21 i + 18% A Mobile Market Share on 7.4.21 N Kaby Lake U/Y Intel = 97.69% Kaby Lake U/Y N AMD including Raven 2x = 5.4% E Apple M1 = 0.0057% L Sky Lake U/Y Kaby Sky Lake U/Y Lake U/Y S SL U/Y U P Sky Lake U/Y Comet Lake U P Broadwell Whiskey Lake U U/Y L BW U/Y Coffee Lake U Broadwell Y U/Y

KL U/Y Broadwell Coffee V Coffee Refresh H Refresh H O U/Y L Comet U Lake U M Sky Lake H Comet H KLr Whiskey E U Sky Lake Com H Coffee Lake Ice Lake Com U H U Ice Lake U U I TL U Kaby Lake H L Kaby Lake H SL H Tiger Lake U Coffee Lake W U U 4C CLr H Whiskey Lake U Comet Kaby Lake H U Lake U R4x + 1% C5x Picasso 3x Raven Ridge 2x Picasso 3x Comet H CL U KL H FLOOR Renoir 4x Picasso 3x RR 2x Tiger Lake H 4C M1 TL H 8C

4.8.18 8.3.18 10.27.18 5.4.19 10.20.19 1.4.20 4.11.20 7.25.20 9.26.20 12.5.20 1.13.21 5.8.21 7.4.21 Mike Bruzzone, Camp Marketing Consultancy, [email protected] Seeking Alpha – July 12, 2021 Camp Marketing Consultancy – Intel and AMD full product line inventory report

By Invitation *On q1 financial reconciliation Core volume discount is 30% off 1K.

Comet Lake U - 1K AWP < 60% discount = $139.33 C MR = $73.04 MC = $59.91 H Design production = $29.95 to $34.83 May 1998 Intel closing in A Same all up cost as Renoir 4x N on TSMC 7 nm Docket 9288 production cost N Docket 9341 within 30 to 50% E on Intel 10 nm L

S U P Ice Lake U + Tiger Lake U Quad P L ICE LAKE U QUAD TIGER LAKE U QUAD combined production ramp Y 1K AWP = $340 1K AWP = $363 On Ivy Bridge 4 quarter metric MC = $47.68 / 2 = $23.84 or $0.13 per mm^2 design production @ $1K < 30%* @ $1K < 30%* Intel aim is TSMC 7nm $0.11 hard to $0.20 per mm^2 all up V which is the 3 quarter Haswell Refresh metric O AWP = $238.03 = 4.17x cost AWP = $254.09 = 6.16x cost L AMR = $122.65 AMR = $171.69 U AMC = $115.78 / 2 = AMC = $82.41 / 2 = M $57.68 design production $41.20 design production Ice Lake U 4C E @ $1K < 50% MC = MR @ $1K < 50% MC = MR AWP = $170.02 = 4.12x cost AWP = $181.49 = 6.16x cost AMR = $87.61 AMR = $122.63 AMC = $82.41 = AMC = $58.86 = Tiger Lake $41.20 design production $29.43 design production U 4C that is $0.22 per mm^2 that is $0.16 per mm^2

9.26 10.3 11.1 12.1 1.2.21 2.6 3.6 4.3 5.1 6.5 7.4

Mike Bruzzone, Camp Marketing Consultancy, [email protected] Seeking Alpha – July 10, 2021 Camp Marketing Consultancy – Intel and AMD full product line inventory report

425

400 TIGER LAKE U QUAD 375 AWP @ 1K $350 AWP @ 1K $350 350 ICE LAKE U QUAD 325 TR 300 Ice Lake É of MC 275 Quad Supply Shut down 250 MR

225 q3 q4 q1 q2 200

175 TR Tiger Lake Quad Improves 125 É of Supply MR 100 MC 75

50 q4 q1 q2 $25 IL q3 IL q4 IL q1 IL q2

,ooo offers 5K 10K 15K 20K 25K 30K 35K 40K 45K 50K Mike Bruzzone, Camp Marketing Consultancy, [email protected] Seeking Alpha – July 10, 2021 Camp Marketing Consultancy – Intel and AMD full product line inventory report

425

400 TIGER LAKE U QUAD 375 AWP ! 1K $350 AWP @ 1K $350 350 ICE LAKE U QUAD 325 MR 300 PROFIT SURPLUS that are CARTEL VALUES and BROKER VALUES 275

250 TL q4 TL q1 TL q2 225 MC

200 MR = MC Ice Lake Shut down MR = MC 175 Equilibrium Point Efficient Production

125 MR

100

75 PRODUCER 50 SURPLUS $25 MC IL q3 IL q4 IL q1 IL q2

*On q1 financial reconciliation Core volume discount is 30% off 1K. Ice Lake U + Tiger Lake U Quad 425 *Ice Lake quad U with its i/o die and H are approximately same size. combined 400 @ $1K < 30%* @ $1K < 50% AWP = $244.96 = 4.92x cost AWP = $174.97 = 4.92x cost 375 AMR = $145.53 AMR = $103.95 AMC = $99.42 / 2 = AMC = $71.01 / 2 = 350 $49.71 design production $35.50 design production

325 Normalized dice area, quad CPU + i/o = 184 mm^2 = $0.27 to $0.19 mm^2 all up as in the finished good cost through package and final test 300 Tiger Lake 8/6* core design production on 1K < 30% 5x cost = $53 to $65 275 and on Comet H full run 1K AWP < 30% = $57 to $71 at 4x

250 1K AWP < 30% = $244.96 225 MR 200 TR

175 É of Supply 125 MR = MC Shut down MR Shut down 100 MC 75

50 q3 q4 q1 q2 $25 MC

,ooo offers 10K 20K 30K 40K 50K 60K 70K 80K 90K Mike Bruzzone, Camp Marketing Consultancy, [email protected] Seeking Alpha – July 10, 2021 Camp Marketing Consultancy – Intel and AMD full product line inventory report

By Invitation COMPARING 10 COMPONENT RAMPS FROM FOUR FOUNDRIES THREE DESIGN PRODUCERS and ONE DESIGN MANUFACTURER

C NVIDIA TSMC TURING RTX GPU H A May 1998 N N Docket 9288 E Docket 9341 L

S U NVIDIA SAMSUNG AMPERE RTX GPU P P L Approximately + 22% Y Difference from Channel ~ 2.7 M units first 2 qtrs V O AMD TSMC L MATISSE DESKTOP CPU AMD GLOBAL U SUMMIT DESKTOP CPU M AMD TSMC E VERMEER DESKTOP CPU AMD TSMC VERMEER DESKTOP AMD TSMC RENOIR MOBILE CPU

AMD TSMC RENOIR MOBILE CPU

APPLE TSMC M1 SOC APPLE TSMC M1 SOC

weeks 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 Mike Bruzzone, Camp Marketing Consultancy, [email protected] Seeking Alpha – June 2, 2021 Camp Marketing Consultancy – Intel and AMD full product line inventory report

By Invitation COMPARING 10 COMPONENT RAMPS FROM FOUR FOUNDRIES THREE DESIGN PRODUCERS and ONE DESIGN MANUFACTURER

Product Volume over 28 Weeks C Apple TSMC M1 1.64% H AMD TSMC Renoir Mobile 2.51% A May 1998 N AMD TSMC Matisse Desktop 14.45% N Docket 9288 AMD TSMC Vermeer Desktop 7.50% INTEL COMET LAKE E Docket 9341 AMD GoFLO Summit Desktop 6.08% L DESKTOP CPU Nvidia TSMC Turing GPU 11.77% S Nvidia Samsung Ampere GPU 18.21% NVIDIA TSMC U TURING RTX GPU Intel Comet Lake Desktop 26.69% P P Intel Comet Lake H Mobile 5.53% L Intel Tiger Lake U Mobile 5.63% Y 100.00% V O NVIDIA SAMSUNG AMPERE RTX GPU L U M E AMD TSMC MATISSE DESKTOP CPU INTEL TIGER MOBILE U

AMD GLOBAL AMD GLOBAL INTEL COMET MOBILE H SUMMIT CPU SUMMIT CPU

AMD TSMC VERMEER DESKTOP CPU INTEL COMET MOBILE H

AMD TSMC RENOIR MOBILE CPU AMD TSMC RENOIR MOBILE CPU APPLE TSMC M1 SOC

Commercial Xeon and Epyc by core grades comparison.

Single socket workstation.

Desktop.

Mobile breakout.

Bonus supplement; GPU Today is next.

Mike Bruzzone, Camp Marketing Consultancy, [email protected] Seeking Alpha – May 14, 2021 Camp Marketing Consulting Project Framework: Move beyond the box they paint for you. Identification of Equitable Values To give intelligent, responsible, and capable direction Management by Management by for sustainable business within industry for society. Information P Objective As a prerequisite for planning that serves customers S @ A and society as efficiently and effectively as possible. Maintaining System T I Making Optimal Viability U N Decisions Understand technology and business possibilities to R F meet the needs of customers and society as cost A I effectively as possible. T N I I Management by Management With exemplar stewardship cognizant of social welfare. by People O T Techniques N Y By enlarging the capabilities of the operation; melding together people, process, design, fabrication and utility knowledge for competitive advantage. Developing Organizational Flexibility Integrated Attitudes Management by Structure To assess equal opportunity for complimentary participation; partnership, cost and reward sharing.

To recognize the obligation to investors; planning for an adequate economic return on their investment.

To address economic responsibility as a design and 101010101010101010101010101010101010101010101010101010101010101010101010101010101010101010101010101010101 process steward in the countries of industry operation. To further the well being of the global electronics industry as an advocate of responsible, stable and sustainable growth models that make economic sense. MIKE BRUZZONE – Camp Marketing Consultancy Kaizen culture, practitioner of Benkyou, no politics, get the job done. Specializing in operational research, market relations, segment management, product evangelism, planning & tactical implementation, competitor and cluster strategy, product commercialization. Mike Bruzzone, Camp Marketing Consultancy, [email protected], 415/250-4652 SEMI ISS - 2006