Jizz_Beard_thePirate said: Well Intel has a pretty big money sink in the form of fabs. If Intel didn't have fabs to pour billions into, they would likely be making decently close to Nvidia in profits. TSMC has been eating Intels breakfast, lunch and dinner while AMD has been finishing the desserts. If Intel does not get their CPUs shat together, they will end up a penny stock. Ironically long term wise, their GPU division might be a light at the end of the tunnel if Radeon keeps shitting the bed and Nvidia keeps being greedy. But while Nvidia will always be greedy, Radeon can certainly fight back if they get their act together. |
Yeah, their fabs must be bleeding multiple billions and their margins on both HPC and consumer pretty low due to AMD's competition (also compounded by the former).
Ideally, AMD and Intel would come to a pal's agreement to raise their margins but I suppose the threat of possible ARM competition precludes that, at least until both have an alternative RISC architecture to offer.