It is really bad. Semiconductor technology wise they are falling behind which will make it hard to recover the investments in at least one generation. Heat dist

It is really bad. Semiconductor technology wise they are falling behind which will make it hard to recover the investments in at least one generation. Heat distribution wise the AMD architecture is better. Yield wise the AMD approach is more effective. Product flexibility and ability to iterate AMD approach is better. The biggest threat to Intel is economic. Each generation costs usually more. One generation funds the one after the next. Loose once and there is trouble, loose twice and it becomes existential.