Captain_Yuri said:
I think the only real dud so far is Intel. AMD has competitive CPUs for desktop and leadership in server while at the very least, Radeon can get revenue from full solutions in server + consoles and some revenue from PCs. Nvidia continues to have leadership in server and Ai as well as gaming pcs and the Switch. Intel feels like they have no real place outside of pcs which isn't a good place to be for such a large company. The crux of which stems from their continued reliance on their own fabs which has seen delays after delays. Idk what they need to do but man, they either need to revamp their fabs or start using TSMC for at least their datacenters otherwise Eypc is gonna continue to cuck them. And their GPU division is a long ways away from gaining any real relevance of success. |
Yeah, Intel is the one that's taking the biggest hit from this "market correction".
Also, from the discussion from the news article, there's this bit of info about he R&D budget of the three players for 2022:
Intel = $17.53 Billion Nvidia = $5.27 Billion AMD = $5.05 Billion *This represents an over 75% increase from the previous year of approximately $2.5 billion, and for 2020, the R&D budget was under $2 billion. |
While AMD is still the one that can spend less on it, it has managed inject a lot of money into that vital part of this business that, hopefully, will pay off in 2 or 3 years. And they do need it, because they're behind the other two when it coms to IA and other business.
Please excuse my bad English.
Currently gaming on a PC with an i5-4670k@stock (for now), 16Gb RAM 1600 MHz and a GTX 1070
Steam / Live / NNID : jonxiquet Add me if you want, but I'm a single player gamer.