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> Stepping back, AMD has process advantage in x86 via TSMC and is executing very well. Clearly major opportunity to grow with low risk at Intel’s expense I don

> Stepping back, AMD has process advantage in x86 via TSMC and is executing very well. Clearly major opportunity to grow with low risk at Intel’s expense I don't think this is necessarily true. AMD doesn't seem to do well beyond 35W TDP [0]. And for such "mobile" workloads we have a tough competition coming from ARM (specifically from Qualcomm's Nuvia team) by the end of this year [1] [0]- https://www.anandtech.com/show/17276/amd-ryzen-9-6900hs-rembrandt-benchmark-zen3-plus-scaling/9 https://www.anandtech.com/show/17276/amd-ryzen-9-6900hs-remb... [1] - https://www.anandtech.com/show/17075/qualcomm-x-nuvia-silicon-sampling-in-late-2022-products-in-2023 https://www.anandtech.com/show/17075/qualcomm-x-nuvia-silico...

klelatti 5y ago
Don't disagree but equally don't think that this invalidates either of my points here - they have access to TSMC manufacturing which is ahead of Intel at the moment. The volume they can put through TSMC's latest process is another matter and of course not every AMD chip will be able to take advantage. To be clear, I don't think that the investment case rests on AMD outperforming Intel everywhere. They just have to be competitive for long enough in enough segments to take material market share and I think there is a very credible case for that happening.