I got to this quote and then couldn't listen anymore:I agree. You can't compare cost@22nm and 5 nm (not that he used those exactly). The point is, just for the mfg part, the cost goes up exponentially for each node. He is saying things like "take the retail, divide by 2 and thats the high discounted price", etc... No real numbers.
Yep, Intel stayed on 14 nm so long so that they could have a (virtually non-existant) cost advantage against AMD. Yeah, I'm done. I'll reserve full judgement because I'm not going to listen to all of it, but seems like another accountant type who tries to analyze Intel/AMD as if they are Coke/Pepsi. Hint: this doesn't work.What Intel's strategy seems to be is they are going to always, when AMD moves to the next process node, the leading edge of the next process node and incurs greater costs, Intel will continue to compete on the legacy node, on the trailing edge of the legacy node for a cost advantage.