Short Intel?

New / Eng hellllooo
Jun 7 10 Comments

X86 is a shrinking market and AMD are more competitive. ARM is growing. Intel don't seem to have much else to fall back on. Their AI chip is junk and they aren't making any GPU inroads. 5G was a failure. Anything I'm missing? What will they do to turn it around?

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TOP 10 Comments
  • Amazon broke&dumb
    Don't forget that Intel is a 210 Billion dollar company, and AMD is mere 30 Billion.
    Intel can afford to take a lot of hits if there are minor hiccups in the market, and survive and overcome. After all, IBM, AT&T etc are still alive after all the setbacks.
    Jun 7 2
    • Microsoft Vbsm66
      OP didn't say Intel was gonna die, they asked if they should short Intel
      Jun 7
    • Amazon broke&dumb
      Good point. My bad.
      Jun 7
  • OpenText TSLAstock🤣
    AMD was catching up on double digit market share for the server market since Intel was late to the game on 14nm. Intel insisted on having vertical control in its manufacturing process, whereas AMD didn’t mind using other companies’ factories. This allowed AMD to quickly get to 14nm. Intel has now reached 14nm with vertical control of its manufacturing process, which will give it economies of scale and an edge over AMD.
    Jun 7 2
    • Amazon broke&dumb
      Tesla's stock is not funny
      Jun 7
    • Amazon / Eng Vulgar
      AMD has access to 7nm fabs. Intel does not, and hasn’t hit a processor roadmap in the past 5 years.

      Intel seems over a barrel to me.
      Jun 7
  • AMD / R&D EPYC'er
    👍
    Jun 7 1
    • Amazon / Eng Vulgar
      I see what you did there.
      Jun 7
  • Microsoft Vbsm66
    The server market is still growing and Intel still controls 99% of this market. Everything else doesn't matter, unless AMD is able to make significant headway into the server market with Rome.
    Jun 7 0
  • New / Other
    DuQvV7y

    New Other

    BIO
    Did stuff. Hustled hard. Retired
    DuQvV7ymore
    This cloud thing won’t last.
    All the data center build outs will taper out.
    Or maybe it will...
    Jun 7 0