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I'm more worried about AMD.
They still have a lot of debt and they'll need to keep the pace - which isn't easy.
And I'm worried about Amurica and China
TSMC has become the manufacturer for nearly every complex chip.
NVidia, ARM, AMD...
If trumpie dumpie or Winnie the Pooh get's the wrong ideas (again)… this could end in an disaster.
Intel still has a lot of fat despite it's losses. AMD has lost a lot of it's crew and the (long term) effects slowly show.
It will be interesting to see what comes after Ryzen 3. -
Intel does a lot more than just CPUs. Intel was a victim of its own success in many ways. December of last year, Intel's CEO was talking about how the company couldnt remain focused on having 90% CPU marketshare. He wanted intel to further diversify and move towards 30% TAM of all silicon and a broader more competitive market. The reason for this was if you're 90% player in a saturated market with no room left for growth, you not only run a real risk of antitrust, but if you start shedding marketshare and set the expectation with investors that that is where your value proposition is, your stock price tanks.
Tldr. Competition good. Antitrust action bad. Intel do more than make CPU. -
Parzi88454y@SortOfTested i'm aware competition is needed, but Intel's not exactly providing it anymore. That's kind of a problem, no?
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My good buddy works there as an engineer, they are doing really well.
Because of the pandemic there is more demand than ever. -
@Parzi
The consumer sector isn't everything. AMD doesn't have lower end chips with vpro competition, and aren't really going to be attractive to IT departments. Only the Pro chips support comparable management options.
Intel is also the data center incumbent; even if epyc consolidation can cut blades due to high core density, it means more capacity failure per unit, which means they'll be buying more capacity than they need to form clusters. Capacity planning has always been tricky at high core counts. Cloud datacenters aren't exactly jumping to go all in on AMD. -
Intel has been pissing against the wind and told everyone it was raining for way too long.
However, AMD's paper launches of the best products that... you can't actually buy isn't as much of a game changer as it could be. -
@Parzi I've been cancelling the idea of a 4800H laptop because AMD doesn't deliver, and have been instead waiting for weeks on my 4700U laptop (scheduled for November).
If AMD doesn't get that CPU delivered to the ODM, I will cancel the Renoir laptop completely because I won't wait for delivery until it's outdated. Maybe I'll order an Intel laptop. That's why I ordered with "cash on delivery" payment, to have easy cancellation.
I've been waiting for the desktop 4700G in vain because AMD decided not to supply retail at all.
And I won't be able to upgrade because I'm now on the 3400G, which means B450 chipset, and the mobo manufacturers won't release BIOS updates. That's because they rather want to sell B550 boards, and given that AMD has EOL'ed the AM4 socket, they would cut their B550 sales if they removed its only selling point.
Instead of a 4700G and a laptop, all that AMD was able to sell me in reality was a 3400G. That's why I call their products "paper launches".
is intel just fucking dead at this point? It feels like it. https://tomshardware.com/news/...
rant