> Not following closely to the CPU industry. What right steps have AMD taken to achieve the recent success (compared with Intel)?
For decades, Intel has benefited from some of the most advanced microchip fabrication facilities in the world.
This had three benefits for Intel:
3) CPUs manufactured on cutting edge fabs can do more work with less power
2) CPUs manufactured on cutting edge fabs can get more work done without overheating
1) When you have the best CPUs in the world, you can sell them at huge margins. Basically people are willing to pay twice as much for that last 5-10% in performance.
And then it all came crashing down for Intel. Suddenly, AMD had swapped positions with Intel, offering CPUs that are more advanced and manufactured on a more advanced process.
For decades, Intel has benefited from some of the most advanced microchip fabrication facilities in the world.
This had three benefits for Intel:
3) CPUs manufactured on cutting edge fabs can do more work with less power
2) CPUs manufactured on cutting edge fabs can get more work done without overheating
1) When you have the best CPUs in the world, you can sell them at huge margins. Basically people are willing to pay twice as much for that last 5-10% in performance.
And then it all came crashing down for Intel. Suddenly, AMD had swapped positions with Intel, offering CPUs that are more advanced and manufactured on a more advanced process.
Even worse for Intel, CPUs take YEARS to get to market. The last time that AMD was beating Intel was after 1995, when AMD acquired a chip maker named "NexGen": https://www.latimes.com/archives/la-xpm-1995-10-21-fi-59417-...