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> It has no competitive advantages, no moat, weak brand. Competitive advantage: it has more experience in GPU's than Intel, it is more flexible in terms of fab
by ric2b 7y ago
> It has no competitive advantages, no moat, weak brand.
Competitive advantage: it has more experience in GPU's than Intel, it is more flexible in terms of fab tech because it doesn't run it's own fabs, it can switch easily to a different fab.
Moat: Seriously? High-end chip design is one of the hardest industries to get into, you think some startup can just enter the market?
Weak brand: It's very well known in the whole world and has no negative associations, I don't even know what you mean with this.
- dralley 7y agoDon't forget they have the competitive advantage of chiplets which enables higher yields, and the moat of the x86/AMD64 cross licensing agreement with Intel. Intel and AMD are effectively the only organizations that can legally produce modern x86 CPUs even if others had the technical knowledge to do so.