[HN Gopher] AMD passes Intel in market cap
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       AMD passes Intel in market cap
        
       Author : HieronymusBosch
       Score  : 21 points
       Date   : 2022-07-29 21:15 UTC (1 hours ago)
        
 (HTM) web link (www.cnbc.com)
 (TXT) w3m dump (www.cnbc.com)
        
       | 0xy wrote:
       | This is a testament to the vision, strategy and execution by Lisa
       | Su - probably the world's best female CEO and one of the best
       | CEOs in general.
       | 
       | The seeds for this success were planted nearly a decade ago, and
       | Intel mocked them relentlessly at the time for going down this
       | path.
       | 
       | It also goes to show that you need an engineer in charge to be
       | successful in the semi business. A pencil-pushing finance guy
       | will torpedo your company long term in exchange for short term
       | number juicing.
        
         | ldrndll wrote:
         | Do you mind elaborating on what seeds you're referring to. Or
         | just some pointers on what to search for or something. I'm
         | ignorant to the history here but would like to learn more.
        
       | freeqaz wrote:
       | It's pretty crazy to see this day! I was just browsing Reddit and
       | I saw there are now rumors that the next gen AMD chip will beat
       | Intel in Single-Threaded performance[0], which is amazing to see.
       | 
       | I know that, at the end of the day, the magic is really because
       | of TSMC (same with Apple), but it still makes me happy that Intel
       | is getting some real competition after so many years of being
       | complacent. It's good for consumers!
       | 
       | 0: https://videocardz.com/newz/amd-ryzen-5-7600x-6-core-
       | raphael...
        
         | dmitrygr wrote:
         | > the magic is really because of TSMC
         | 
         | Why do people keep repeating this rubbish? There is not a shred
         | of evidence that process accounts for anywhere near 100% of the
         | perf/power difference.
        
       | SilverBirch wrote:
       | This is absolutely crazy, I was at Intel back in 2016 and I knew
       | that the company was in deep trouble but somehow continued to
       | just truck along with (what I assume was) tricks to juice the
       | share price. The markets Intel are in are very sticky, it's not a
       | matter of "stick a different chip in it", there's whole software,
       | support, supply chain, issues that make it very difficult to
       | move.
       | 
       | I really wonder if Intel is still a coherent company any more.
       | Every time they hit up the US gov for more money I think that
       | they've lost their minds. I could easily see them forced to split
       | out the foundry business from the fabless IP for CPUs and then
       | having to compete. Difficult to see how either of those
       | businesses survive as-is though - neither is market leading, and
       | a nascent GPU offering isn't going to help.
       | 
       | Everything I've heard is Gelsinger is the person they need, but I
       | think it's likely way too late, he'll be forced into financial
       | engineering or quitting soon.
        
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