- Nov 14, 2011
Intel will remain insanely rich for years to come. They have more fab capacity than the entire world combined, even if AMD keeps a clear lead (Which isn't a sure thing), Intel will still have a huge market simply because they're the only ones that can meet demand.
It would take at minimum 5 years for even a giant like TSMC to prepare enough capacity to fight it out with Intel.
Yup, this. Intel is massive, has massive piles of money to throw at problem, and a lot of fat that they can cut. All those dumb side projects, like drones, acquiring antivirus companies, three different incompatible non-competitive AI offerings, and useless x86 IOT boards? Those can be cut, and that money instead poured into the core business. Those enormous profit margins on their server CPUs? Those can be cut, and fuel a massive price war with AMD. That super-aggressive user hostile market segmentation, with a different SKU for every single niche? That can be cut, to make their products more appealing in the face of strong competition.
We haven't seen Intel hungry in a long time. It's going to be very interesting to watch.