Tp4 analysis:
- Short term unpredictable, going LONG on AMD reasonably safe.
/disclaimer, Tp4 is not responsible for NE1 else's gambling.
Intel factors:
- Bob Swan, CEO, MBA -tard. No engineering knowledge/ education whatsoever.
- Historical 14nm delayed for 2 years
- 10nm transistor count only @50% quoted, Lower density than advertised.
- Full 10nm roll-out is delayed, even now
- 7nm only vaporware, 5 years out (minimum) according to industry analysts.
AMD factors:
- CEO Lisa Su, Bachelors, Masters, and PHD from MIT in Eletrical Engineering, pioneer researcher in to SOI, silicon on insulator technology. Texas Insturment/ IBM R&D, previous CTO @ Freescale Semiconductors
- relatively low market share still. < Room to Grow >
- AMD, 80 Billion market cap vs intel's 250 B < again GROWTH potential >
- Purchase fab capacity from the world's most Advanced 7nm process
World factors:
- TSMC has a working PROVEN, High Volume 7nm process
- TSMC already headed to 5nm
- TSMC has international support, multiple revenue streams
- APPLE divorcing Intel, switching to ARM, Major (Mindshare) factor.
- Intel no longer synonymous with High End/Luxury PCs.
- ARM are also by the vast majority made on 7nm processes
- SIMC (China fab), has working 14nm, Huge investments, supported/bank rolled by the Chinese Government, No red tape.
- Top 5 CPUs sold on amazon, ALL AMD.
- Intel 8 core $450, AMD 12-core $430, YES, the 12core wipes the floor against the intel.
- Intel can't even sell you a bigger core at that price, because their yields would be extremely low. They do not have proper chiplet support to scale. It is a Technological inferiority that they are not price competitive, NOT simply greed.
- America also has to deal with Trump-Virus + Trump-government goons.
- USA Economic recovery predicted 3 to 8 years out.