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They are facing the same macroeconomic challenges (pretty much tautologically). AMD is and has been taking market share from Intel.
by greggyb 4y ago
They are facing the same macroeconomic challenges (pretty much tautologically). AMD is and has been taking market share from Intel.
- duped 4y agoSarcasm doesn't translate well online, I meant that Intel's problems don't seem to be macroeconomic when AMD is seeing high growth (it's not just grabbing Intel's marketshare, they also saw big growth in custom silicon and embedded).
- hedora 4y agoSure it is. Intel's failure to deliver much in the last decade has become a macroeconomic drag, since demand has shifted to competitors with limited manufacturing capacity -- look at the impact on chip shortages on cars, for example. It's creating different challenges for AMD and Intel though.