<story><title>AMD Reports Q2 2020 Earnings</title><url>https://www.anandtech.com/show/15935/amd-reports-q2-2020-earnings-notebook-and-server-sales-drive-a-record-quarter</url></story><parent_chain><item><author>mythz</author><text>Interesting to compare Q2 2020 results between Intel &amp;amp; AMD:&lt;p&gt;Intel 
Revenue: 19.7B, Net Income: 5.1B, Market Cap: 209.42B, P&amp;#x2F;E: 9.06&lt;p&gt;AMD
Revenue: 1.93B, Net Income: 157M, Market Cap: 79.2B, P&amp;#x2F;E: 133.82&lt;p&gt;But by the sentiment of all media reports INTC is in sharp decline &amp;amp; AMD is killing it, yet even in their most recent results Intel revenue&amp;#x2F;earnings still dwarfs AMD&amp;#x27;s.</text></item></parent_chain><comment><author>WJW</author><text>1. It is possible to be bigger and still be in decline, that just indicates you had an even bigger lead before.&lt;p&gt;2. Everybody loves a good &amp;quot;underdog takes over from the big bad empire in decline&amp;quot; story, both the press and the commenting public. The stories about big companies absolutely crushing their competitors in quality are just not as interesting.&lt;p&gt;3. AMD can&amp;#x27;t scale up as rapidly as a SAAS because fabs take a while to build. I&amp;#x27;d wager Intel has (at least) five to ten years to come up with a good processor design before they get overtaken by AMD in sheer volume.&lt;p&gt;4. There are no doubt Chinese competitors with even lower sales and even higher P&amp;#x2F;E and growth rate than AMD. It&amp;#x27;ll be interesting to see how that plays out.</text></comment>
<story><title>AMD Reports Q2 2020 Earnings</title><url>https://www.anandtech.com/show/15935/amd-reports-q2-2020-earnings-notebook-and-server-sales-drive-a-record-quarter</url></story><parent_chain><item><author>mythz</author><text>Interesting to compare Q2 2020 results between Intel &amp;amp; AMD:&lt;p&gt;Intel 
Revenue: 19.7B, Net Income: 5.1B, Market Cap: 209.42B, P&amp;#x2F;E: 9.06&lt;p&gt;AMD
Revenue: 1.93B, Net Income: 157M, Market Cap: 79.2B, P&amp;#x2F;E: 133.82&lt;p&gt;But by the sentiment of all media reports INTC is in sharp decline &amp;amp; AMD is killing it, yet even in their most recent results Intel revenue&amp;#x2F;earnings still dwarfs AMD&amp;#x27;s.</text></item></parent_chain><comment><author>Nokinside</author><text>Intel is 10 times larger than AMD.&lt;p&gt;AMD can&amp;#x27;t ramp up the manufacturing volume it has  from TSMC up quickly. TSMC builds capacity  to match roughly what it is contracted for. I can just assume that any  extra capacity they planned sells for a very good price.&lt;p&gt;Neither AMD nor TSMC can fully exploit  Intel troubles because they can&amp;#x27;t foresee what happens in Intel manufacturing.  Intel is selling chips like hotcakes.&lt;p&gt;TL;DR Intel has high manufacturing volume and the ability to make money with less competitive product.</text></comment>