Intel is finally dying & I'm super happy about this.
After all!
10 years of absolute stagnation with a surplus bonus of cultural degradation is what Intel deserves to get today = Death.
Rest in.... hell Intel, I will not even miss you.
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Intel is needed. Intel's fabs being able to produce hundred of millions of X86 CPUs is what keeps X86 still on top. If Intel doesn't fix it's fabs and relies on TSMC, or if Intel is gone and AMD remains the only one producing X86 CPUs, that will lead to the end of X86 and it's replacement by ARM or/and Risc-V. That will also mean trouble for AMD, because as long as X86 is the most used architecture in servers/desktops/laptops, AMD enjoys huge success, meaning it also makes billions like Intel. If X86 starts losing ground to other architectures, not just Intel but AMD also, will lose a huge advantage against companies like Qualcomm, Nvidia, Broadcomm, Mediatek, Huawei etc. While that would look good, because competition for ARM in servers/desktops/laptops will drive these companies to start building much more powerful SOCs, it will mean a decade of a transision from X86 to ARM. I don't know about you, but in my age, I love stabillity. Not stagnation, but stabillity.
Let's say that Intel going down doesn't affect X86 because for the X,Y reason. AMD having no competition in the X86 market means that finally they can turn their focus on the GPU front. That will be bad for CPUs because no competition means, no reason to keep prices down, no real reason to keep pushing performance up. At least not until another architecture starts becoming a threat. That will be bad for us and the CPU market. On the other hand that could be good for GPUs and could in a matter of years balance the GPU market again, go back from a monopoly to a duopoly. Intel is gone remember? No Intel GPUs, so duopoly. We might start getting better GPUs, but I doubt we will start getting cheaper GPUs. Intel is gone, the company that has a motivation to offer cheap GPUs is gone. AMD will never price it's GPUs too low, because it also wants to sell APUs. Pricing GPUs too low will also mean lowering APU prices and I doubt they will/can do this. In fact they will probably price everything they make at the maximum price they beileve that the market will be willing to swallow, because you need money to compete with a
1 2 3 4? 5? 6? trillion company, like Nvidia.
What needs to happen is this.
AMD to start eating from Nvidia's AI huge cake. AMD making 5 billions per quarter, not per year but per quarter from AI, will be good for them and it might end up good for us too. More R&D in GPUs, might help them improve not just Instinct cards, but also Radeons. Or at least it could help them remain competitive with Nvidia. They could also have a stronger hand when negotiating with TSMC pricing and number of waffers, meaning they might get more waffers at lower prices that could help them offer higher quantities of products at lower prices.
Intel to fix it's fabs, start getting orders from others, start making their CPUs and GPUs again in their fabs. That could lead Intel into being able to flood the market with cheap GPUs and CPUs. If they could flood the market with GPUs that they build, that could be huge news for us. Imagine B570 and B580 selling at their MSRPs. If Intel was producing those chips, they might be doing it now. Buying waffers from TSMC probably makes B570 and B580 low profit products, meaning lower quantity in market, much higher prices compared to MSRP.
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