> But by the sentiment of all media reports INTC is in sharp decline & AMD is killing it, yet even in their most recent results Intel revenue/earnings still dwarfs AMD's.
That is because AMD only has GPUs and CPUs while Intel has a lot more side business (VDSL modem chips, Thunderbolt, FPGAs, ...).
Additionally, the CPU side of Intel doesn't look very promising for the future (architectural issues like the whole sidechannel attacks, technical issues in their lithography process), they will have to invest a lot of money to get this under control - while AMD has a wildly positive outlook and is only limited by the capacity of TSMC's fabs - whatever they produce gets ripped out of their hands by customers.
From a financial point of view, Intel also has the problem that AMD was drastically undercutting prices for competitive products... part of the Intel stock price was the ridiculous amount of money they could squeeze out of customers for their top-notch processors for years. AMD all but flattened that as Intel was forced to cut their prices by a bunch.
That is because AMD only has GPUs and CPUs while Intel has a lot more side business (VDSL modem chips, Thunderbolt, FPGAs, ...).
Additionally, the CPU side of Intel doesn't look very promising for the future (architectural issues like the whole sidechannel attacks, technical issues in their lithography process), they will have to invest a lot of money to get this under control - while AMD has a wildly positive outlook and is only limited by the capacity of TSMC's fabs - whatever they produce gets ripped out of their hands by customers.
From a financial point of view, Intel also has the problem that AMD was drastically undercutting prices for competitive products... part of the Intel stock price was the ridiculous amount of money they could squeeze out of customers for their top-notch processors for years. AMD all but flattened that as Intel was forced to cut their prices by a bunch.