/biz/ - Business & Finance

>>20870359
AMD is overvalued, but:
>They are locked in for both XBox and PS5 consoles (likely 7+ year cycle)
>Intel marketshare is dropping for non-OEM/local builders
>Ryzen laptops are absolutely destroying Intel ones for price/perf -> this will only get worse as time goes on until Intel can catch up
>AMD has a GPU division, and Intel's recent dGPU attempt was garbage and they are trying to pivot it into something else (probably just some compute thing). But they couldn't compete at all with AMD or Nvidia on any level with their prototype dGPU offering

Intel has way better volume, but their flagship products are being challenged by AMD, and they have shown they can't compete in other areas (like GPU). Intel is bad at doing new stuff. They failed
>dGPU
>FPGA/Altera
>NUC/Atom/Android
>MicroPCs (Compute Card)

Whereas AMD is relatively lean, has revenue secured because of consoles for the next half decade at least, and is doing reasonably well in both CPU and GPU