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All I've read says Intel has a manufacturing disadvantage to TSMC (where AMD, Apple and many others get their chips) and their CPUs are less power efficient, no
by pedrocr 6y ago
All I've read says Intel has a manufacturing disadvantage to TSMC (where AMD, Apple and many others get their chips) and their CPUs are less power efficient, not more, compared to AMD and particularly these kinds of upcoming ARM parts. Is that not the case?
- ksec 6y ago> Is that not the case? If simply having a better, and cheaper product will equal to immediate success then Mid-High End Fashion, as well as gazillion of other products in many other industry would not have existed as there are always competitors that offers something better at cheaper price. Marketing / Discovery and Channels / Distributions. And that also excluding the software advantage Intel has. AWS only just had their GA on Zen 2, nearly a year since they first made the announcement. Compared to Intel. I dont have any insider information. But I guess AMD has a lot to learn with regards to dealing with HyperScalers. And you may have notice, Intel has way more leaks than usual in the past 12-18 months. That is part of the PR play to keep people from buying AMD while they try to Catch up. Intel as of today is still operating at 100% capacity with back-log orders to fulfil, and a new record revenue in the last quarter. So yes, technically Intel is inferior, but until all of those disadvantage materialise into financial numbers it is far too early to call the death of Intel. I dont hold any Intel Stocks but speaking as an AMD shareholder.