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A comment on AMD's desktop CPU share passes Intel's for first time in 15 years. Parent comment

Re:AMD's desktop CPU share passes Intel's for first time in ... by caycep on Monday January 04, 2021 @05:25PM (#25639135)
yes, I think that is the bear point in the "Intel is doomed" analysis. I think at what point would the market/demand be financially worthwhile for another company to put up with the upfront costs of building a fab to compete w/ Samsung/TSMC?

Also, how many of the Ryzen units (and nVidia) are being scooped up by bots?

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Re:AMD's desktop CPU share passes Intel's for first time in ... by Jarolis on Tuesday January 05, 2021 @03:12AM (#25643324)
I think AMD is stuck. When a fab costs 10-20 billion and you're faced with companies as entrenched as TSMC and Samsung, it's going to take an entity fully backed by government money to be able to compete on the same level. The most likely candidate is China, since no other government is interested in investing money for long-term benefits other than them. Haven't they been buying up a lot of talent out of Taiwan in recent years? It's just a matter of time, imo.
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Re:AMD's desktop CPU share passes Intel's for first time in ... by neolog on Monday January 04, 2021 @06:00PM (#25639488)
> Also, how many of the Ryzen units (and nVidia) are being scooped up by bots?

Why does it matter?

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