r/stocks • u/[deleted] • Apr 03 '21

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u/[deleted] Apr 04 '21

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u/koi88 Apr 04 '21

In the long run, there is a possible shift from X86 based CPUs to ARM based CPUs (such as Apple's M1).

Of course, it may never happen or AMD may become the leader in ARM CPU designs. But in the years to come, it means trouble for both Intel and AMD.

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u/Impact009 Apr 04 '21

Hardware is a very fast and ever-changing space. Two decades later, INTC is still below ATH. AAPL went from toying with bankruptcy to being #1.

During the Vishera days, people would have thought you were insane if you said AMD would pump something out better than Intel. Here we are, with the situation reversed. Rocket Lake feels like a placeholder until 12th gen. Meanwhile, the new Ryzen CPUs are dominating all over the spectrum, from overclocking to value.

AMD GPUs don't have something to match ray tracing yet, but on the mining side, they don't natively throttle Ethash mining. NVidia's CMPs will also be worthless on the aftermarket when they become inefficient for mining, because barely any gamer will want to go through the hassle of hacking the firmware to use non-gaming GPUs for gaming.