3 ms·

is stock up because of them or despite them?

• high_na_euv 11mo ago
  It is hard to evaluate it reliably.
• nolok 11mo ago
  In the case of AMD it's definitely because of them and the great leadership from Lisa Su.
• bee_rider 11mo ago
  AMD is doing well because they moved on chiplets before Intel did. The decision of ARM vs x86 is pretty much unrelated to the move that saved them, and sticking with the architecture with which they had decades of experience was probably a good idea. I mean Keller is talking about a decision to not pursue an ARM chip that he’d apparently been working on after(?) Zen 2 (or maybe in parallel). So AMD was already back on a good path at that point.