4 ms·

AMD is selling processors faster than they can make them.

• 01100011 6y ago
  Faster than TSMC can make them. I applaud AMD for all they've been doing, but despite it all, Intel has the apparent advantage because AMD is bottlenecked on TSMC. AMD is competing with themselves, Apple, Nvidia, etc for foundry time. That doesn't seem like a good place to be at, even if they hold the technology advantage. I am cautiously predicting Intel will remain the market leader indefinitely unless AMD finds a way to remedy the bottleneck.
  • caycep 6y ago
    yes, I think that is the bear point in the "Intel is doomed" analysis. I think at what point would the market/demand be financially worthwhile for another company to put up with the upfront costs of building a fab to compete w/ Samsung/TSMC? Also, how many of the Ryzen units (and nVidia) are being scooped up by bots?
    • neolog 6y ago
      > Also, how many of the Ryzen units (and nVidia) are being scooped up by bots? Why does it matter?
    • Jarolis 6y ago
      I think AMD is stuck. When a fab costs 10-20 billion and you're faced with companies as entrenched as TSMC and Samsung, it's going to take an entity fully backed by government money to be able to compete on the same level. The most likely candidate is China, since no other government is interested in investing money for long-term benefits other than them. Haven't they been buying up a lot of talent out of Taiwan in recent years? It's just a matter of time, imo.