I would argue AMD's designs aren't so much performance alone, but cheaper to manufacture. Effectively they brought the idea of breaking the chip into components

I would argue AMD's designs aren't so much performance alone, but cheaper to manufacture. Effectively they brought the idea of breaking the chip into components, then putting them together later. That allowed for a cheaper and more robust design. https://www.techpowerup.com/264271/amd-gives-itself-massive-cost-cutting-headroom-with-the-chiplet-design https://www.techpowerup.com/264271/amd-gives-itself-massive-... As soon as I saw that back in 2016 I bought a ton of AMD stock. It was clearly a winner because they could have a lower cost design AND potentially better performance.