<story><title>AMD Reports Q1 2021 Earnings</title><url>https://www.anandtech.com/show/16645/amd-reports-q1-2021-earnings-firing-on-all-cylinders</url></story><parent_chain><item><author>slowwriter</author><text>I think you’re underestimating the trouble Intel is in. They are being absolutely stomped on by both AMD and Apple in terms of performance&amp;#x2F;efficiency, and if it wasn’t for such high demand it would reflect heavily on sales. Also, AMD has begun R&amp;amp;D for ARM processors whereas that is nowhere to be found in Intel’s roadmap.</text></item><item><author>ksec</author><text>Consumer CPU, APU, Server CPU, Semi-Custom ( Consoles ), are all doing great as expected. What is missing is the GPU big picture. I dont see evidence of AMD discrete GPU winning any market shares and seems to be dominated by Nvidia.&lt;p&gt;AMD only have two more years to enjoy their advantage from Intel&amp;#x27;s multiple missteps. After that it is going to be tough. And that is excluding the threat from ARM.</text></item></parent_chain><comment><author>ksec</author><text>That would have been true if Pat Gelsinger didn&amp;#x27;t became CEO.  Worth pointing out Intel&amp;#x27;s R&amp;amp;D didn&amp;#x27;t stopped, all their CPU uArch design were done, only to be let down by their 10nm fiasco. That &lt;i&gt;single&lt;/i&gt; misstep caused Intel years of setback. ( My calculation is somewhere around four years, they had 2 years lead at the time, so now they are about 2 years behind )&lt;p&gt;As some have pointed out, TSMC is the real competitor, not really Apple or AMD. So I was surprised how quickly Pat managed to open up Foundry &lt;i&gt;with&lt;/i&gt; industry standard tools and ecosystem. I have been saying this since 2012 even before the original Intel custom foundry were announced. ( And constantly being attacked and abused by Intel Fans online) But to actually see Intel announcing it is a completely different thing. Especially knowing their strong inertia. In hindsight, it probably took that beating from 10nm before they could really go all in with Custom Foundry. ( &amp;quot;All in&amp;quot; as in with industry tools, they are still an IDM, not Pure Play )&lt;p&gt;And how the tide has turned. All of a sudden Leading Edge Foundry becomes a national security concern. And Intel &lt;i&gt;should&lt;/i&gt; rip all the benefits from it.&lt;p&gt;It was Andy Grove first started moving away from DRAM in the late 1980s, and may be his disciple will be the one who start to move away from x86 as core business.</text></comment>
<story><title>AMD Reports Q1 2021 Earnings</title><url>https://www.anandtech.com/show/16645/amd-reports-q1-2021-earnings-firing-on-all-cylinders</url></story><parent_chain><item><author>slowwriter</author><text>I think you’re underestimating the trouble Intel is in. They are being absolutely stomped on by both AMD and Apple in terms of performance&amp;#x2F;efficiency, and if it wasn’t for such high demand it would reflect heavily on sales. Also, AMD has begun R&amp;amp;D for ARM processors whereas that is nowhere to be found in Intel’s roadmap.</text></item><item><author>ksec</author><text>Consumer CPU, APU, Server CPU, Semi-Custom ( Consoles ), are all doing great as expected. What is missing is the GPU big picture. I dont see evidence of AMD discrete GPU winning any market shares and seems to be dominated by Nvidia.&lt;p&gt;AMD only have two more years to enjoy their advantage from Intel&amp;#x27;s multiple missteps. After that it is going to be tough. And that is excluding the threat from ARM.</text></item></parent_chain><comment><author>blackoil</author><text>Intel runway got extended a lot due to current silicon crisis. There isn&amp;#x27;t enough o&amp;#x2F;p for people to completely stop buying the 14nm chips, which Intel can produce with high profitability.</text></comment>