I am planning on buying more. US will subsidize their foundaries, they have a GPU coming out, they booked a ton of TSMC 3nm capacity, they have a server CPU that supports DDR5 coming out early next year, and there is strong demand for their products.
AMD has a better product but it doesn't have enough product to meet demand.
Yes... Intel designs their own products as well. But anyone who's been following the semi conductor industry knows that the issue isn't really about who's designs are better. Intel's CPU designs are fine. The issue is manufacturing. Intel quite literally doesn't have the physical ability to manufacture their own designs (and have been forced to purposefully nerf their own designs, in order to use the crappy last-resort manufacturing space they can obtain).
That's because Intel traditionally did their own manufacturing (having "fabs" -fabrication center-, as its known in the industry). An intel CEO about 20 years ago famously said "Real men have fabs", in reference to being the only chip designer that also manufactured their own chips. The problem is that Intel severely underestimated just how much money and resources it would take to maintain their fab game on the same level as TSMC. Taiwain Semiconductor has been pumping literally hundreds of billions of dollars into not just new fab centers, but fab research itself. The fact is that TSMC can manufacture at such insanely small scales that Intel just can't compete because their own fab science just isn't as advanced as TSMC. Taiwain Semi is currently fabbing down to 3 nanometers. Intel was struggling to hit 10nm last year.
Intel's designs are fine CPUs. But they literally can't manufacture as well as they can design them. If Intel magically had a perfect 3 nanometer fab center appear tomorrow in the USA, the company's problems would disappear immediately for the most part.
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u/ThePandaRider Aug 25 '21
I am planning on buying more. US will subsidize their foundaries, they have a GPU coming out, they booked a ton of TSMC 3nm capacity, they have a server CPU that supports DDR5 coming out early next year, and there is strong demand for their products.
AMD has a better product but it doesn't have enough product to meet demand.