In a previous article, I suggested that Intel was likely to crush earnings. Intel delivered.
Of course, since market share evolves slowly, this might not be fully representative of the current product competitive environment.
In the past quarter, many have voiced that AMD currently has CPU leadership, a sentiment further ‘proved’ by Apple’s switch away from Intel silicon.
However, Intel’s upcoming Tiger Lake will likely crush AMD in single-thread performance while being competitive in multi-thread, despite having half the number of cores.
AMD’s purported ‘leadership’ is merely one of appearance: its products simply contain ‘more’ cores, not ‘better’ cores. AMD does not have a moat.