{"id":36683,"date":"2022-08-05T16:31:36","date_gmt":"2022-08-05T20:31:36","guid":{"rendered":"https:\/\/mjtsai.com\/blog\/?p=36683"},"modified":"2022-08-05T16:31:54","modified_gmt":"2022-08-05T20:31:54","slug":"amd-vs-intel","status":"publish","type":"post","link":"https:\/\/mjtsai.com\/blog\/2022\/08\/05\/amd-vs-intel\/","title":{"rendered":"AMD vs. Intel"},"content":{"rendered":"

Dan Luu<\/a>:<\/p>\n

Looks like AMD passed Intel in market cap last Friday, after being fairly close for quite a while.<\/p>

The majority of comments I’ve seen are betting on AMD, but I’d bet, at even odds, ten years from today, the 1-month trailing average market cap of Intel is higher than AMD’s.<\/p>\n

[…]<\/p>\n

I think Intel will be ok if it can recover to 2010-levels of dysfunction while it’s much larger than AMD in revenue\/scale.<\/p><\/blockquote>\n\n

Ben Thompson<\/a>:<\/p>\n

\n

While there are a host of reasons why TSMC took the performance crown from Intel over the last five years, a major factor is scale: TSMC was making so many chips that it had the money and motivation to invest in Moore’s Law.<\/p>\n

The most important decision was shifting to extreme ultraviolet lithography at a time when Intel thought it was much too expensive and difficult to implement; TSMC, backed by Apple’s commitment to buy the best chips it could make, committed to EUV in 2014<\/a>, and delivered the first EUV-derived chips in 2019<\/a> for the iPhone.<\/p>\n

[…]<\/p>\n

Time will tell if the CHIPS Act achieves its intended goals; the final version did, as I hoped, explicitly limit investment by recipients in China, which is already leading chip makers to rethink their investments<\/a>. That this is warping the chip market is, in fact, the point: the structure of technology drives inexorably towards the most economically efficient outcomes, but the ultimate end state will increasingly be a matter of politics.<\/p>\n<\/blockquote>\n\n

See also: Dithering<\/a>.<\/p>","protected":false},"excerpt":{"rendered":"

Dan Luu: Looks like AMD passed Intel in market cap last Friday, after being fairly close for quite a while.The majority of comments I’ve seen are betting on AMD, but I’d bet, at even odds, ten years from today, the 1-month trailing average market cap of Intel is higher than AMD’s. […] I think Intel […]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"apple_news_api_created_at":"2022-08-05T20:31:40Z","apple_news_api_id":"d54c4bfe-0058-4523-b3bf-244fd497756f","apple_news_api_modified_at":"2022-08-05T20:31:57Z","apple_news_api_revision":"AAAAAAAAAAAAAAAAAAAAAA==","apple_news_api_share_url":"https:\/\/apple.news\/A1UxL_gBYRSOzvyRP1Jd1bw","apple_news_coverimage":0,"apple_news_coverimage_caption":"","apple_news_is_hidden":false,"apple_news_is_paid":false,"apple_news_is_preview":false,"apple_news_is_sponsored":false,"apple_news_maturity_rating":"","apple_news_metadata":"\"\"","apple_news_pullquote":"","apple_news_pullquote_position":"","apple_news_slug":"","apple_news_sections":"\"\"","apple_news_suppress_video_url":false,"apple_news_use_image_component":false,"footnotes":""},"categories":[2],"tags":[1612,101,295,261,85,260,2253],"class_list":["post-36683","post","type-post","status-publish","format-standard","hentry","category-technology","tag-advanced-micro-devices-amd","tag-business","tag-history","tag-intel","tag-iphone","tag-processors","tag-taiwan-semiconductor-manufacturing-company-tsmc"],"apple_news_notices":[],"_links":{"self":[{"href":"https:\/\/mjtsai.com\/blog\/wp-json\/wp\/v2\/posts\/36683","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/mjtsai.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/mjtsai.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/mjtsai.com\/blog\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/mjtsai.com\/blog\/wp-json\/wp\/v2\/comments?post=36683"}],"version-history":[{"count":1,"href":"https:\/\/mjtsai.com\/blog\/wp-json\/wp\/v2\/posts\/36683\/revisions"}],"predecessor-version":[{"id":36684,"href":"https:\/\/mjtsai.com\/blog\/wp-json\/wp\/v2\/posts\/36683\/revisions\/36684"}],"wp:attachment":[{"href":"https:\/\/mjtsai.com\/blog\/wp-json\/wp\/v2\/media?parent=36683"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/mjtsai.com\/blog\/wp-json\/wp\/v2\/categories?post=36683"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/mjtsai.com\/blog\/wp-json\/wp\/v2\/tags?post=36683"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}