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AMD? That company shouldn’t be mentioned in the same sentence as Intel. Intel’s profits are more than AMD’s entire revenue. I get it if you just like the produ

AMD? That company shouldn’t be mentioned in the same sentence as Intel. Intel’s profits are more than AMD’s entire revenue. I get it if you just like the products, but there’s no comparison between the two as far as being companies.

Ptchd 4y ago
You sound like the people that say that Tesla is larger then all other car companies combined...
- tester756 4y ago
  I don't think Earning money is different from market valuation
gleenn 4y ago
Financially yes, but how are you serious when comparing companies only based on their financials and ignoring one of their main products? AMD is currently eating Intels lunch.
- Kukumber 4y ago
  Oil companies make a shit ton of money, should we blacklist EV car companies for that reason?
  - bee_rider 4y ago
    Who is talking about blacklisting AMD, here?
- sbf501 4y ago
  What do you mean by "eating Intel's lunch"? As OP said, Intel profits dwarf AMD revenue. So I'm not sure what you mean? Can you show numbers that would support "eating one's lunch"? Although you did say to ignore financials, so which makes the analogy meaningless.
  - gleenn 4y ago
    Performance-wise, AMD is crushing Intel. That's what people care about, at least they do as consumers and on this site.
    - sbf501 4y ago
      Gotcha. Who you consider best is very different if you are a gamer that wants 120 fps, or an investor that wants $$$. But you can't you speak for all consumers and people on this site: I could care less about performance because even bottom end CPUs are enough for my needs. In fact, as a stockholder, Intel matters more. I'm old enough to remember when AMD was an actual threat to Intel in the PC space but had inferior performance compared to Intel, but AMD was far cheaper and getting design wins (for a brief period in the 1990's before Intel's mega-deal with Dell and anti-competitive wrangling). I don't have a horse in this race, I just enjoy seeing factions fight over "who's best", and how the arguments change over time. EDIT: phrasing.
      - BuckRogers 4y ago
        The gaming and productivity performance claim is erroneous anyway. I provided a solid review of Intel 13th gen vs Ryzen 7000.[0] [0]https://news.ycombinator.com/item?id=33484260 https://news.ycombinator.com/item?id=33484260
    - FredPret 4y ago
      But performance-wise, INTC is crushing AMD. Similar market cap, way higher dividends, way lower PE ratio. There are way more investors on this site than the average social media site. I know what you mean about the chips themselves, but that hasn’t translated into actual money for AMD yet.
      - wwtrv 4y ago
        way lower PE ratio is not a good thing for a stock
        4y ago
Kukumber 4y ago
how about: China's chips doesn't sell well in the global market, and yet they managed to launch their space station with them What matter nowadays? how much money it makes, or what it allows them to do? Should we be stuck with that kind of questions again, for how long? i'd like to see people playing on Mars, so let's promote what does the job better, not what sells better AMD GPUs perform better than Intel ones, and they do it with close to half the TDP, that's just one example
- LegitShady 4y ago
  >AMD GPUs perform better than Intel ones, and they do it with close to half the TDP, that's just one example I feel like talking about intel's 1st generation video cards as if that's the entire debate and future of intel is misleading and nonsensical. Intel hasn't really made discrete graphics cards before. Their first attempt missesd. AMD was behind nvidia and intel for years and years in their respective businesses, but here we are and things have changed. Pretending like now that AMD has a efficiency edge over intel the entire game is over, ignores the fact that intel is still performance competitive on larger nodes and also improving their efficiency every year. Intel is a more profitable company with more than enough R&D dollars to compete against amd. If you had applied your thinking to AMD anytime before the last 3 years you would have also declared them a dead company. It's just not a consistent way of thinking.
  - BuckRogers 4y ago
    You're right, but the GP is wrong in outright denunciation of Intel's new standalone GPUs as outright inferior to AMD's. It's also misleading to call it an outright miss. While they aren't an outright win across the board, they already have better ray-tracing performance and a better resolution upscaling image quality than AMD on comparable cards. Intel has better H264 and AV1 encoding than either Nvidia or AMD.[2] It's also a fantastic ML GPU for the price having 16GB of RAM. To dismiss it outright is short sighted. As far as AMD vs Nvidia, NV is not behind AMD at all. Nothing has changed there. The 4090 obliterates the 6900XT at 4K in Cyberpunk.[0] And if you enable DLSS3, we're talking a minimum framerate of 10.6 FPS for the Radeon, with a minimum framerate of 118.27 FPS for the 4090. This won't dramatically change with the 7900XTX. Nvidia competes well with AMD up and down the stack. Intel has a midrange GPU that should reach Geforce 3070 performance once the drivers mature. The encoders, XeSS upscaling, and ray tracing performance are already great. [0]https://www.eurogamer.net/digitalfoundry-2022-nvidia-geforce-rtx-4090-review-extreme-performance?page=5 https://www.eurogamer.net/digitalfoundry-2022-nvidia-geforce... See: CYBERPUNK 2077, ULTRA RT, DX12, TAA [1]https://www.eurogamer.net/digitalfoundry-2022-nvidia-geforce-rtx-4090-review-extreme-performance?page=8 https://www.eurogamer.net/digitalfoundry-2022-nvidia-geforce... See: CYBERPUNK 2077 DRIVING, MAX, PSYCHO RT, DX12, DLSS 3 [2]https://www.youtube.com/watch?v=ctbTTRoqZsM https://www.youtube.com/watch?v=ctbTTRoqZsM
philliphaydon 4y ago
After the horrible experience I’m having with 12th gen I’ll probably never buy Intel again.
kcb 4y ago
It's not 2016 anymore. This just isn't true.
- BuckRogers 4y ago
  It's completely true. FY21 AMD revenue 16.4 billion dollars FY21 Intel profit 43.815 billion dollars
metaphor 4y ago
> Intel’s profits are more than AMD’s entire revenue. I may be long Intel, but this unqualified assertion without cite is certifiable bullshit at face value. From the latest 10-Q filings for Intel[1] and AMD[2], this is what the numbers are saying for 2022 YTD: (In millions) | INTC | AMD | Diff | ====================|=========|=========|=======| Revenue | 49,012 | 18,002 | 36.7% | Cost of sales | 27,646 | 9,802 | 35.5% | --------------------|---------|---------|-------| Gross margin | 21,366 | 8,200 | 38.4% | Operating expenses | 17,900 | 6,787 | 37.9% | --------------------|---------|---------|-------| Operating income | 3,466 | 1,413 | 40.8% | Net income | 8,678 | 1,299 | 15.0% | --------------------|---------|---------|-------| Adjusted net income | 3,580 | 1,299 | 36.3% | A few (probably obvious) notes, just in case: - Intel's non-operating income (~80%/20% split between equity investments/interest and other) accounts for $5.098B and is 147% relative to operating income YTD! Adjusting this out of the picture tells a different story about pound-for-pound operations. - Compared to AMD's $135M Q3 tax benefit, Intel recognized a massive $1.207B boon! Both companies swallowed operating losses this quarter (Intel -$175M v. AMD -$64M); without this tax benefit, YTD net income for both companies would have taken a hit. I keep this benefit in because Intel operates fabs, and much of that benefit was attributable to "a change in tax law from 2017 Tax Reform related to the capitalization of R&D expenses that went into effect in January 2022." - Included in AMD's cost of sales and operating expenses are amortization of acquisition-related intangibles (Xilinx) to the tune of $1.005B and $1.499B, respectively. When this acquisition-related cost disappears, we can expect AMD's gross margins to substantially increase as you'd expect from a fabless design house. Keeping it real. [1] https://www.sec.gov/Archives/edgar/data/50863/000005086322000038/intc-20221001.htm https://www.sec.gov/Archives/edgar/data/50863/00000508632200... [2] https://www.sec.gov/Archives/edgar/data/2488/000000248822000170/amd-20220924.htm https://www.sec.gov/Archives/edgar/data/2488/000000248822000...
- BuckRogers 4y ago
  Fiscal year 2022 is not complete yet for either company. Why would you look at that until it's completed? It's keeping it real disingenuous. All sorts of adjustments come into play. The most recent complete fiscal year matches my statement exactly. FY21 AMD revenue 16.4 billion dollars[0] FY21 Intel profit 43.815 billion dollars[1] [0]https://ir.amd.com/news-events/press-releases/detail/1044/amd-reports-fourth-quarter-and-full-year-2021-financial#:~:text=For%20full%20year%202021%2C%20the,earnings%20per%20share%20of%20%242.57 https://ir.amd.com/news-events/press-releases/detail/1044/am.... [1]https://www.intc.com/news-events/press-releases/detail/1522/intel-reports-fourth-quarter-and-full-year-2021-financial https://www.intc.com/news-events/press-releases/detail/1522/...

Ptchd 4y ago

You sound like the people that say that Tesla is larger then all other car companies combined...

tester756 4y ago
I don't think Earning money is different from market valuation

gleenn 4y ago

Financially yes, but how are you serious when comparing companies only based on their financials and ignoring one of their main products? AMD is currently eating Intels lunch.

Kukumber 4y ago
Oil companies make a shit ton of money, should we blacklist EV car companies for that reason?
- bee_rider 4y ago
  Who is talking about blacklisting AMD, here?
sbf501 4y ago
What do you mean by "eating Intel's lunch"? As OP said, Intel profits dwarf AMD revenue. So I'm not sure what you mean? Can you show numbers that would support "eating one's lunch"? Although you did say to ignore financials, so which makes the analogy meaningless.
- gleenn 4y ago
  Performance-wise, AMD is crushing Intel. That's what people care about, at least they do as consumers and on this site.
  - sbf501 4y ago
    Gotcha. Who you consider best is very different if you are a gamer that wants 120 fps, or an investor that wants $$$. But you can't you speak for all consumers and people on this site: I could care less about performance because even bottom end CPUs are enough for my needs. In fact, as a stockholder, Intel matters more. I'm old enough to remember when AMD was an actual threat to Intel in the PC space but had inferior performance compared to Intel, but AMD was far cheaper and getting design wins (for a brief period in the 1990's before Intel's mega-deal with Dell and anti-competitive wrangling). I don't have a horse in this race, I just enjoy seeing factions fight over "who's best", and how the arguments change over time. EDIT: phrasing.
    - BuckRogers 4y ago
      The gaming and productivity performance claim is erroneous anyway. I provided a solid review of Intel 13th gen vs Ryzen 7000.[0] [0]https://news.ycombinator.com/item?id=33484260 https://news.ycombinator.com/item?id=33484260
  - FredPret 4y ago
    But performance-wise, INTC is crushing AMD. Similar market cap, way higher dividends, way lower PE ratio. There are way more investors on this site than the average social media site. I know what you mean about the chips themselves, but that hasn’t translated into actual money for AMD yet.
    - wwtrv 4y ago
      way lower PE ratio is not a good thing for a stock
      - 4y ago

Kukumber 4y ago

how about: China's chips doesn't sell well in the global market, and yet they managed to launch their space station with them What matter nowadays? how much money it makes, or what it allows them to do? Should we be stuck with that kind of questions again, for how long? i'd like to see people playing on Mars, so let's promote what does the job better, not what sells better AMD GPUs perform better than Intel ones, and they do it with close to half the TDP, that's just one example

LegitShady 4y ago
>AMD GPUs perform better than Intel ones, and they do it with close to half the TDP, that's just one example I feel like talking about intel's 1st generation video cards as if that's the entire debate and future of intel is misleading and nonsensical. Intel hasn't really made discrete graphics cards before. Their first attempt missesd. AMD was behind nvidia and intel for years and years in their respective businesses, but here we are and things have changed. Pretending like now that AMD has a efficiency edge over intel the entire game is over, ignores the fact that intel is still performance competitive on larger nodes and also improving their efficiency every year. Intel is a more profitable company with more than enough R&D dollars to compete against amd. If you had applied your thinking to AMD anytime before the last 3 years you would have also declared them a dead company. It's just not a consistent way of thinking.
- BuckRogers 4y ago
  You're right, but the GP is wrong in outright denunciation of Intel's new standalone GPUs as outright inferior to AMD's. It's also misleading to call it an outright miss. While they aren't an outright win across the board, they already have better ray-tracing performance and a better resolution upscaling image quality than AMD on comparable cards. Intel has better H264 and AV1 encoding than either Nvidia or AMD.[2] It's also a fantastic ML GPU for the price having 16GB of RAM. To dismiss it outright is short sighted. As far as AMD vs Nvidia, NV is not behind AMD at all. Nothing has changed there. The 4090 obliterates the 6900XT at 4K in Cyberpunk.[0] And if you enable DLSS3, we're talking a minimum framerate of 10.6 FPS for the Radeon, with a minimum framerate of 118.27 FPS for the 4090. This won't dramatically change with the 7900XTX. Nvidia competes well with AMD up and down the stack. Intel has a midrange GPU that should reach Geforce 3070 performance once the drivers mature. The encoders, XeSS upscaling, and ray tracing performance are already great. [0]https://www.eurogamer.net/digitalfoundry-2022-nvidia-geforce-rtx-4090-review-extreme-performance?page=5 https://www.eurogamer.net/digitalfoundry-2022-nvidia-geforce... See: CYBERPUNK 2077, ULTRA RT, DX12, TAA [1]https://www.eurogamer.net/digitalfoundry-2022-nvidia-geforce-rtx-4090-review-extreme-performance?page=8 https://www.eurogamer.net/digitalfoundry-2022-nvidia-geforce... See: CYBERPUNK 2077 DRIVING, MAX, PSYCHO RT, DX12, DLSS 3 [2]https://www.youtube.com/watch?v=ctbTTRoqZsM https://www.youtube.com/watch?v=ctbTTRoqZsM

philliphaydon 4y ago

After the horrible experience I’m having with 12th gen I’ll probably never buy Intel again.

kcb 4y ago

It's not 2016 anymore. This just isn't true.

BuckRogers 4y ago
It's completely true. FY21 AMD revenue 16.4 billion dollars FY21 Intel profit 43.815 billion dollars

metaphor 4y ago

> Intel’s profits are more than AMD’s entire revenue. I may be long Intel, but this unqualified assertion without cite is certifiable bullshit at face value. From the latest 10-Q filings for Intel[1] and AMD[2], this is what the numbers are saying for 2022 YTD: (In millions) | INTC | AMD | Diff | ====================|=========|=========|=======| Revenue | 49,012 | 18,002 | 36.7% | Cost of sales | 27,646 | 9,802 | 35.5% | --------------------|---------|---------|-------| Gross margin | 21,366 | 8,200 | 38.4% | Operating expenses | 17,900 | 6,787 | 37.9% | --------------------|---------|---------|-------| Operating income | 3,466 | 1,413 | 40.8% | Net income | 8,678 | 1,299 | 15.0% | --------------------|---------|---------|-------| Adjusted net income | 3,580 | 1,299 | 36.3% | A few (probably obvious) notes, just in case: - Intel's non-operating income (~80%/20% split between equity investments/interest and other) accounts for $5.098B and is 147% relative to operating income YTD! Adjusting this out of the picture tells a different story about pound-for-pound operations. - Compared to AMD's $135M Q3 tax benefit, Intel recognized a massive $1.207B boon! Both companies swallowed operating losses this quarter (Intel -$175M v. AMD -$64M); without this tax benefit, YTD net income for both companies would have taken a hit. I keep this benefit in because Intel operates fabs, and much of that benefit was attributable to "a change in tax law from 2017 Tax Reform related to the capitalization of R&D expenses that went into effect in January 2022." - Included in AMD's cost of sales and operating expenses are amortization of acquisition-related intangibles (Xilinx) to the tune of $1.005B and $1.499B, respectively. When this acquisition-related cost disappears, we can expect AMD's gross margins to substantially increase as you'd expect from a fabless design house. Keeping it real. [1] https://www.sec.gov/Archives/edgar/data/50863/000005086322000038/intc-20221001.htm https://www.sec.gov/Archives/edgar/data/50863/00000508632200... [2] https://www.sec.gov/Archives/edgar/data/2488/000000248822000170/amd-20220924.htm https://www.sec.gov/Archives/edgar/data/2488/000000248822000...

BuckRogers 4y ago
Fiscal year 2022 is not complete yet for either company. Why would you look at that until it's completed? It's keeping it real disingenuous. All sorts of adjustments come into play. The most recent complete fiscal year matches my statement exactly. FY21 AMD revenue 16.4 billion dollars[0] FY21 Intel profit 43.815 billion dollars[1] [0]https://ir.amd.com/news-events/press-releases/detail/1044/amd-reports-fourth-quarter-and-full-year-2021-financial#:~:text=For%20full%20year%202021%2C%20the,earnings%20per%20share%20of%20%242.57 https://ir.amd.com/news-events/press-releases/detail/1044/am.... [1]https://www.intc.com/news-events/press-releases/detail/1522/intel-reports-fourth-quarter-and-full-year-2021-financial https://www.intc.com/news-events/press-releases/detail/1522/...