AMD Reports Q2 2020 Earnings

Re:AMD Reports Q2 2020 Earnings by JoshTko on Wednesday July 29, 2020 @09:35AM (#23986465)

The easiest way to interpret this is that the market cap size is what investors expect the market share to be in about 2,3 years. That is that Intel would have about 70% share compared to something like 90% today.

PE or net income is not really relevant for AMD as they are in very high growth phase (and because their gross margins are fine). The most important thing here is that Intel is failing to execute on the upcoming fab process which will unequivocally make them less competitive from 2021 - 2023 (at the very least). The uncertainty of Intel being able to execute here on out is also impacting their share price since they have had a long history of failing to execute on 10nm and now on 7nm.

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Re:AMD Reports Q2 2020 Earnings by andy_ppp on Wednesday July 29, 2020 @12:02PM (#23988261)

I think the problem with this is they will just start using TSMCs process until they become competitive again? Let's face it they have the money to pay TSMC more than AMD do I'd guess.

How volume limited is TSMCs process?

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Re:AMD Reports Q2 2020 Earnings by mbajkowski on Thursday July 30, 2020 @01:00AM (#23994838)

This is a very interesting question. With everyone fabbing at TSMC (amd, nvidia, apple, google?, amazon?, aspiring startups) I could see a bidding war for volume guarantees if there is a volume problem going forward. Some of these players have deeper pockets and margins than others.

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