I have always brought Intel but my newest machine is now AMD. This was combination of AMD excelling with their new series of processors but also the lacklustre performance of Intel.<p>I would by lying if I said that market perception didn't feed into my decision, it did.<p>I do hope Intel can fight back with their new CEO, ultimately this level of competition should only be a good thing for consumers.
Good, but not quite Good Enough.<p>1. Intel single Q4 is double the revenue of AMD FY 2020.<p>2. On Consumer they have their Laptop APU launch along with decent GPU lineup against Nvidia. But this translate to 20% YoY. Compared to Intel 10%+ YoY. Remember AMD's baseline is a lot smaller. 10% growth from AMD and 10% from Intel is quite a bit different.<p>3. Enterprise, Embedded and Semi-Custom looks good on paper with YoY. But reality is that PS5 and Xbox contributed more. Which means Server Sales still isn't anywhere good enough. Intel has been defending their territory exceptionally well, as shown with their latest report with large decrease of ASP.<p>This isn't just some supply constrain. It is also AMD needs to do better forecasting. Although arguably AMD is conservative in nature due to not so long ago they were on the verge of bankruptcy.<p>What is <i>exceptionally</i> good though was their profitability. Even excluding the one off Tax benefits. Their Net Income in 2020 increased by <i>5X</i>!<p>Edit: Just checked in 2019 they were paying down their debt, which was partly why their net income were low. So 2020 is a true reflection of their profitability. All of a sudden their stock price doesn't look so insanely high.
Not really surprising news though since It's been a record year for anything semiconductor or tech related.<p>Even Intel's outdated 9th and 10th gen chips were flying off the shelves and anything truly innovative (RTX 3000 GPUs, Ryzen 5000 CPUs) were paper launches for most consumers with the label "OUT OF STOCK" describing the overall situation.
From all accounts wafer availability looks like its the constraining factor for AMD (and by implication a key factor in Intel's performance).<p>All roads lead to TSMC ....
And today my laptop froze again because of amdgpu.<p>They need more Linux developers if they don't want their reputation to suffer.<p>The laptop is a Ryzen 2500u so not the newest, the one with a 3700u is worse, it barely boots because HPs amd bios has some glaring bugs.