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China is banning Intel and AMD chips from their gov't use. When they catch up with tsmc in 7nm, they'll likely make an import ban on all U.S. chips. Who then wi

China is banning Intel and AMD chips from their gov't use. When they catch up with tsmc in 7nm, they'll likely make an import ban on all U.S. chips. Who then will AMD and Intel sell to? Aging European population? Africa as it develops? Africans are likely to buy Chinese chips, seeing for all the material infrastructure China invests in. Intel and AMD will only sell to American-alligned countries, which are declining. Seizing the company and milking till it runs dry is the right move. Intel had all the capital it needed to innovate. It did not. The company is unable, despite all the cash it has on hand. It's a lost cause. One hopes AMD continues innovating.

constantcrying 3y ago
This is completely delusional. China isn't the entire world and trashing your own manufacturing because one market might somewhat soon see increased competition is a legitimately insane policy proposal. Also Intel did innovate, very clearly so and they don't compete with AMD when it comes to manufacturing at all.
- shortsunblack 3y ago
  AMD has 1.5x larger market cap than Intel. All in 7 or so years where it was near bankruptcy. During AMD's weakness, Intel had near monopoly position on chips. It racked up all the cash it could. It hasn't innovated ever since. Chiplets came from AMD, 6 cores as minimum standard came from AMD (Intel sold 4 core entry CPUs well into Zen era because that's all you need!). Affordable motherboards (together with partners) and strong commitment to socket longevity came from AMD (AM4 is still supported and new products with 5600x3d are still released). In reference, Intel before AMD's Zen would release a new socket for each yearly release. And in fabs, Intel just isn't nowhere close. How's the 12nm++++++++++++ going? China is 5.2B of AMD's sales (2022). That's 65% of U.S.' with enormous growth potential as Chinese middle class gets richer. Europe is 1.77B of AMD's revenue. How does the capex investment equation play out when your 5.5B of sales just disappears into thin air?
  - constantcrying 3y ago
    Market caps are literally made up by how investors feel. Intel and AMD aren't competitors in manufacturing semiconductors, as in they literally do not compete in that market. AMD isn't manufacturing, they are totally irrelevant when it comes to the discussion. >It hasn't innovated ever since. What are you on about? This is ridiculous. Do you know anything at all about this subject.

constantcrying 3y ago

This is completely delusional. China isn't the entire world and trashing your own manufacturing because one market might somewhat soon see increased competition is a legitimately insane policy proposal. Also Intel did innovate, very clearly so and they don't compete with AMD when it comes to manufacturing at all.

shortsunblack 3y ago
AMD has 1.5x larger market cap than Intel. All in 7 or so years where it was near bankruptcy. During AMD's weakness, Intel had near monopoly position on chips. It racked up all the cash it could. It hasn't innovated ever since. Chiplets came from AMD, 6 cores as minimum standard came from AMD (Intel sold 4 core entry CPUs well into Zen era because that's all you need!). Affordable motherboards (together with partners) and strong commitment to socket longevity came from AMD (AM4 is still supported and new products with 5600x3d are still released). In reference, Intel before AMD's Zen would release a new socket for each yearly release. And in fabs, Intel just isn't nowhere close. How's the 12nm++++++++++++ going? China is 5.2B of AMD's sales (2022). That's 65% of U.S.' with enormous growth potential as Chinese middle class gets richer. Europe is 1.77B of AMD's revenue. How does the capex investment equation play out when your 5.5B of sales just disappears into thin air?
- constantcrying 3y ago
  Market caps are literally made up by how investors feel. Intel and AMD aren't competitors in manufacturing semiconductors, as in they literally do not compete in that market. AMD isn't manufacturing, they are totally irrelevant when it comes to the discussion. >It hasn't innovated ever since. What are you on about? This is ridiculous. Do you know anything at all about this subject.