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Ive invested in them 1yr ago and as the time is passing Im feeling more and more confident that it was really good bet Im excited and cant wait to see next 3 y

Ive invested in them 1yr ago and as the time is passing Im feeling more and more confident that it was really good bet Im excited and cant wait to see next 3 years

blopp99 3y ago
That's a great username, do you have another hardware investments you've made?
- hardware2win 3y ago
  I invested in AMD around 95 levels, but I started selling them on recent tops around 175-180 to buy more INTC when they dropped after their guidance for Q1 It is not that I dont believe in AMD, I just believe that their growth potential is lower than INTCs. Foundry businsss is crazy and has waaay higher entry level
  - j_walter 3y ago
    What is your cost analysis on Intel's foundry arm? If AMD can support high profits using TSMC as a supplier...who also has high profits, why do you think Intel can compete on price and make good money?
    - hardware2win 3y ago
      Well, it is not like they arent aware of it. They were pretty open about this on some earning calls and how do I see it? I see it as room for improvement and maybe some kind of potential edge over duos like amd+tsmc
      - j_walter 3y ago
        I see TSMC and Intel cost structures all the time...they run fabs very differently and the costs are no where near close to each other. When running a foundry the main component of being competitive is price and yield. Intel will struggle with both...mark my words.
- insider-trade 3y ago
  ARM is about to announce a breakthrough in microarchitecture like you’ve never seen.
  - AnimalMuppet 3y ago
    How about a hint? A source? A time frame? Anything?
    - bee_rider 3y ago
      Their name is insider-trade, so I assume it is a joke gimmick account.
dinkblam 3y ago
why would you believe Intel can actually catch up to the far-ahead competition? TSMC aren't standing still, they obviously aren't stupid and they have shitloads of money. Intel probably scores zero on those 3 points.
- hardware2win 3y ago
  The far ahead argument is something I read weekly on investing boards Some claim tsmc is decade ahead, other say it is 3 to 5 years, etc, etc. From my understanding both are in a race that will be decided in next 10-14 months and when it comes to the future, Intel has priority on next gen EUV (HighNA), so there is a chance Various medias report that Intel has 1-2 year advantage due on tech like PowerVia So, it is not that clear how far ahead TSMC is _____ >TSMC isnt stupid Yes, they arent, so arent their customers who want geo diversified supply chain and risk amortization (Earthquake? War? Drought?) Also they will have leverage when negotiating deals with TSMC
  - sanxiyn 3y ago
    I am somewhat skeptical about high-NA EUV. There are reasons why Intel got priority on that: ASML marketing materials themselves imply high-NA EUV is worse than low-NA EUV in terms of cost. https://www.semianalysis.com/p/asml-dilemma-high-na-euv-is-worse https://www.semianalysis.com/p/asml-dilemma-high-na-euv-is-w...
  - j_walter 3y ago
    > Also they will have leverage when negotiating deals with TSMC Except Intel hasn't talked about price at all...they have a completely different cost structure that isn't competitive at all. Think about AMD gross margin vs. Intel's gross margin. AMD has similar...all while giving TSMC 50%+ gross margin also. Now tell me Intel's cost will be similar to TSMC...
    - Wytwwww 3y ago
      Their foundry business is a tiny fraction of their revenue at this point and I'm not sure their overall gross margin is particularly relevant here (also Intel has lower gross margins than AMD or TSMC these days?)

Ive invested in them 1yr ago and as the time is passing Im feeling more and more confident that it was really good bet Im excited and cant wait to see next 3 years

blopp99 3y ago

That's a great username, do you have another hardware investments you've made?

hardware2win 3y ago
I invested in AMD around 95 levels, but I started selling them on recent tops around 175-180 to buy more INTC when they dropped after their guidance for Q1 It is not that I dont believe in AMD, I just believe that their growth potential is lower than INTCs. Foundry businsss is crazy and has waaay higher entry level
- j_walter 3y ago
  What is your cost analysis on Intel's foundry arm? If AMD can support high profits using TSMC as a supplier...who also has high profits, why do you think Intel can compete on price and make good money?
  - hardware2win 3y ago
    Well, it is not like they arent aware of it. They were pretty open about this on some earning calls and how do I see it? I see it as room for improvement and maybe some kind of potential edge over duos like amd+tsmc
    - j_walter 3y ago
      I see TSMC and Intel cost structures all the time...they run fabs very differently and the costs are no where near close to each other. When running a foundry the main component of being competitive is price and yield. Intel will struggle with both...mark my words.
insider-trade 3y ago
ARM is about to announce a breakthrough in microarchitecture like you’ve never seen.
- AnimalMuppet 3y ago
  How about a hint? A source? A time frame? Anything?
  - bee_rider 3y ago
    Their name is insider-trade, so I assume it is a joke gimmick account.

dinkblam 3y ago

why would you believe Intel can actually catch up to the far-ahead competition? TSMC aren't standing still, they obviously aren't stupid and they have shitloads of money. Intel probably scores zero on those 3 points.

hardware2win 3y ago
The far ahead argument is something I read weekly on investing boards Some claim tsmc is decade ahead, other say it is 3 to 5 years, etc, etc. From my understanding both are in a race that will be decided in next 10-14 months and when it comes to the future, Intel has priority on next gen EUV (HighNA), so there is a chance Various medias report that Intel has 1-2 year advantage due on tech like PowerVia So, it is not that clear how far ahead TSMC is _____ >TSMC isnt stupid Yes, they arent, so arent their customers who want geo diversified supply chain and risk amortization (Earthquake? War? Drought?) Also they will have leverage when negotiating deals with TSMC
- sanxiyn 3y ago
  I am somewhat skeptical about high-NA EUV. There are reasons why Intel got priority on that: ASML marketing materials themselves imply high-NA EUV is worse than low-NA EUV in terms of cost. https://www.semianalysis.com/p/asml-dilemma-high-na-euv-is-worse https://www.semianalysis.com/p/asml-dilemma-high-na-euv-is-w...
- j_walter 3y ago
  > Also they will have leverage when negotiating deals with TSMC Except Intel hasn't talked about price at all...they have a completely different cost structure that isn't competitive at all. Think about AMD gross margin vs. Intel's gross margin. AMD has similar...all while giving TSMC 50%+ gross margin also. Now tell me Intel's cost will be similar to TSMC...
  - Wytwwww 3y ago
    Their foundry business is a tiny fraction of their revenue at this point and I'm not sure their overall gross margin is particularly relevant here (also Intel has lower gross margins than AMD or TSMC these days?)