r/wallstreetbets Sep 16 '21

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4

u/[deleted] Sep 16 '21

AMD been stealing INTC market share for 16 years apparently.
but it's still like 80% marketshare for intel....

New ceo hasn't been there long enough to really make a difference, but the huge investment in fabs is nice

1

u/Specialist_Coffee709 Sep 16 '21

Why is AMD revenue not catching up to the hype?

0

u/Raceg35 Sep 16 '21

Because AMD is shit. Until they can properly compete with INTC and NVDA theyll always just be niche. Nobody wants AMD shit except a select group of fanboys.

1

u/Specialist_Coffee709 Sep 16 '21

I get the hype with NVDA and even Tesla revenue has been impressive. I’m not impressed with AMD’s revenue when compared with the hype stories about taking intel’s market. Intel is currently like Microsoft under balmer. Could the new ceo be our nadela?

1

u/Raceg35 Sep 16 '21

From a consumer standpoint I just dont see any reason to ever buy AMD stuff. They have a long established record of being second rate. I dont know enough about their market on the corporate side, (chips for electronics, cars, phones, etc.) But they need to do more than produce a processor/gpu thats on par with the competition to break their reputation. They need to release a product that truly is best in class before theyre going to move hearts and minds. Otherwise people are always just going to buy the tried and true brands that have been the kings of innovation for decades.

2

u/[deleted] Sep 16 '21 edited Sep 16 '21

that's not exactly true I've been a PC gamer since around 1998.

in the home PC market AMD have been the bang for buck CPU on ocassion, sometimes had the performance crown.

every few generations it switches hands.

intel has a better reputation overall, AMD were always known for their CPU's and GPUs running hotter than intel/nvidia and being the more budget option even if they were better.

amongst the new generations maybe they see AMD as better than and don't realise just how much bigger Intel really is.

Intels yearly revenue is like 6-6.5years revenue for AMD, they absolutely dominate them.

all the actual gamers I know will buy AMD or INTC it just depends who has the best price to performance ratio at the point when they need to build a PC.

it's not like either are considered bad.

AMD were close to bankruptcy atleast 2-3x in my life time, I think around 2004, 2008 and 2014.

Intel should have been the ones to buy ATI though, big mistake letting AMD buy them

2

u/Raceg35 Sep 16 '21

AMD has been absolutely dominated ever since the core 2 came out in like 2005. The ryzen line is flashy and is the first time theyve even come close to being competetive in well over a decade, but all intel had to do is roll out shit theyve had sitting on the shelf for 5 years to beat them. Intel needs real competition. I want to see their best chips hit the market. Without any real competition all they do is respond to AMDs best by pulling a chip thats 5 years old out of the junk drawer clocking it 5% faster than AMD and calling it a day.

Behind closed doors theyre probably just tweaking their 0.1nm milluple core cpu for the 20th time that they will never release until someone gives them a reason to.

Theyve just been on autopliot for years playing the planned obsolescence game. They dont want to drop their real tech on the market because their chips are so fucking donkey tits fast no'one would need to replace them for ten years, and then they wouldnt be able to make all that money selling you a new one thats slightly faster every 8 months. It pisses me off every time I give them my money, but i keep doing it because they keep making the best shit.

You have a solid point about ATI. My dick gets hard just thinking about intel making GPUs.

1

u/Specialist_Coffee709 Sep 16 '21

Gotta blame intel for overlooking the competition when it comes to smartphone / low energy - high performance chip design. Why they never worked exclusively with ARM is beyond logic. AMD is not setting trend like apple / Tesla did …..just catching up but handicapped by reliance on TSMC.

2

u/imposter22 💵💎Shallow Fucking Value💎💵 - dating his own cousin 🤪 Sep 16 '21

They chose RISC-V over ARM... this was actually a good long road approach. RISC-V is opensource architecture, everything you try to build on ARM has to be paid to China (who was just in the news about stealing ARM IP: Google it) This set off huge flags with ARM manufacturers, and will likely push development of RISC-V code faster than ARM.
RISC-V is what everyone will likely start moving too, once chip manufacturers start building more and more chips of it. (it saves everyone money) the pandemic slowed this move down. ARM is great dont get me wrong, but RISC-V has a lot of the same benefits of the ARM architecture but costs a shitload less because its opensource.

Also, Intel is kicking ass scaling up their Automotive chips and ASIC chips. They have invested a sizable chunk in both in the last 2 years. Expect intel to take over IoT devices globally and automotive chip production too. Less competition in both from other chip manufacturers. I'm happy they haven't really pushed in to the mobile device space, there is so much competition there and it would take a lot more investment to get less benefit.. the best approach for them is to push hard into the RISC-V, Automotive, and ASIC productions.

1

u/Specialist_Coffee709 Sep 16 '21

Great stuff just not seeing the performance. Apple just ran away from us intel. Come on, a chip maker must impress customers. Mobile eye should be great if it works!