|
|
|
|
|
|
by wyxuan
2317 days ago
|
|
|
Two problems is production capacity and data center, since AMD is competing against Apple for production by tsmc. on the point about data centers, Amd narrowly got on the train here. Semiconductors are a very cyclical industry and since the end of the business cycle is coming in Amd is in for a rough time. There's room for growth, but arguably the stock is priced in |
|
|
AMD spent less money on TSMC's research. Apple has been bankrolling TSMC to get the latest and greatest process tech.
AMD reached 7nm not because AMD put the R&D research into it... but because they can ride on the coattails of Apple and TSMC's investments.
--------
TSMC and Apple simultaneously benefit: TSMC can spread the risk of the 7nm process to more companies. Apple still gets first-dibs on the technology (but they only need ~6months worth of factory time to build all the chips they need).
Its more surprising that Intel managed to stay ahead of TSMC / Apple for so long. The economics are kind of against Intel here. The more people working together on process tech, the more efficient the results get.