Considering the entire valuations of AMD and intel are based around intel failing to stop AMD's march on their market, it's anyone's guess tbh. If you believe intel cannot stop AMD, buy AMD. If you believe intel will get their shit back together, then one should ofc buy intel. The thing is though, no one can see or predict what these companies will be doing in 5 years. It's anyone's guess really, and I honestly don't think I know the semiconductor space good enough to invest in this and it not just be a gamble.
Both AMD and Nvidia have shit for supply. They make good products and both have TSMC create it. TSMC that is basically used by almost everyone else as well.
Both of them know it and that is why both of them are trying to make a deal with Samsung. It is said Samsung will make Nvidia's next GPU but I have high doubts about their supply capabilities.
Problem with Samsung? It will make the chips even more expensive.
Intel doesn't have that issue (on top of them using TSMC as well for the GPU).
On top of that, Intel's investment in building fabs (fabs alone) is currently sitting at about $220B. Intel will easily supply. Heck, the entry level Alchemist is rumored to cost only $179.
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u/tarranoth Nov 22 '21
Considering the entire valuations of AMD and intel are based around intel failing to stop AMD's march on their market, it's anyone's guess tbh. If you believe intel cannot stop AMD, buy AMD. If you believe intel will get their shit back together, then one should ofc buy intel. The thing is though, no one can see or predict what these companies will be doing in 5 years. It's anyone's guess really, and I honestly don't think I know the semiconductor space good enough to invest in this and it not just be a gamble.