For the first time in history, AMD's market capitalization exceeds Intel

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Good for them, and good for the consumers too.
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What a turnaround from 2009!
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Didn't AMD go bankrupt in 2019? 🙂
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This means the market thinks their future is bright. Intel is still multiples larger with multiples higher revenues and profits but obviously the market doesn't think Intel is on the right path.
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JamesSneed:

This means the market thinks their future is bright. Intel is still multiples larger with multiples higher revenues and profits but obviously the market doesn't think Intel is on the right path.
Intel is in a really tough position. For one thing, their GPUs are just a bit too immature, so that doesn't instill much confidence. While I personally never really had a problem with Intel's GPUs for the past several years, a lot of people seem to absolutely hate them, and those impressions will hold on for a while. Intel to my recollection has ditched their SSD division, which I don't think was such a good idea because their modern products were good. Intel also doesn't have a response to AMD's value proposition with many-core systems. Copying the chiplet design would backfire, not just because of the way they poked fun of it, but because it would remove the edge Intel has in latency. Lastly, the E cores they made weren't as well-received as they ought to have been, since they're not cheap, they're not all that efficient, and it caused some things to break. Intel will get out of all this eventually, but I'm not at all surprised how AMD and Nvidia are leaving them in the dust.
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Marios145:

Didn't AMD go bankrupt in 2019? 🙂
No but they were very close before Dr Lisa took and Ryzen 1 happened.
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AMD > intel Ryzen 7950X Zen4 16C 32T 5nm 3D Vcache 5.2Ghz boost! Will smash 12900K!
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Borys:

AMD > intel Ryzen 7950X Zen4 16C 32T 5nm 3D Vcache 5.2Ghz boost! Will smash 12900K!
By the time it releases it will compete with 13900k.
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Borys:

AMD > intel Ryzen 7950X Zen4 16C 32T 5nm 3D Vcache 5.2Ghz boost! Will smash 12900K!
Quote this when 7950x is coming 😉
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Can't wait to watercool 7950X too 😀
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Borys:

AMD > intel Ryzen 7950X Zen4 16C 32T 5nm 3D Vcache 5.2Ghz boost! Will smash 12900K!
are you going to buy a $1000 processor ?
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cucaulay malkin:

are you going to buy a $1000 processor ?
I'm buying every new season of cpu's 😉 Need to benchmark them all 😀
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nizzen:

Quote this when 7950x is coming 😉
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Can't wait to watercool 7950X too 😀
Yes at some uber ram voltage not usable for casual tweaker 🙂 I've seen some on OC.net who try to do some silly tweaks to extreme, then whine why it degrades or overheats or what ever.. and what's worse they give tips to clueless newbs and suggest them to use those high voltages.. they did the same for me when I asked about SA and IO2 voltage. Speaking of latency, see my ultra low 35ns now, and someone said I can forget anything bellow 40-42ns, yes maybe in glitched aida that adds powerdown 4ns, instead of lowering for 4ns like here in intel latency memory checker 😀 [spoiler] powerdown - disabled
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powerdown- default enabled @ auto
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[/spoiler]
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Good for AMD. Glad they're finding success. Market needs competition.
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-Tj-:

Yes at some uber ram voltage not usable for casual tweaker 🙂 I've seen some on OC.net who try to do some silly tweaks to extreme, then whine why it degrades or overheats or what ever.. and what's worse they give tips to clueless newbs and suggest them to use those high voltages.. they did the same for me when I asked about SA and IO2 voltage. Speaking of latency, see my ultra low 35ns now, and someone said I can forget anything bellow 40-42ns, yes maybe in glitched aida that adds powerdown 4ns, instead of lowering for 4ns like here in intel latency memory checker 😀 [spoiler] powerdown - disabled
goodrun.jpg
powerdown- default enabled @ auto
3737 cl15 trfc 284.jpg
[/spoiler]
Yes you need watercooling 😉 Up to 1,55v aircooling on DDR5 isn't a problem, but you need active aircooling 🙂 Alder Lake is running low VccSA, so no problem with degrading. Even on 7000mhz+ c30 Run newest Aida64? My 10900k has been "abused" with 1,55v VccSA since launch, and hasn't degraded yet. Running 4700c17 1t...
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When it comes to actual assets i do not think there is a contest , i mean if say they release zen 4 and with some magic reason turns up to be bulldozer 2 this capitalisation will disappear overnight no ? Anyway hope both intel and amd keep being neck to neck for decades to come competition is great !
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Exceptional news. Its been a long time coming, finally AMD got their act together in their CPU department. And they finally have brought out excellent GPU's. We just need them continue this progress. Hopefully Intel and Nvidia also follow suite, more so Intel. I love me some competition.
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Yeah, with Intel joining in the GPU market, things ought to get somewhat interesting, and hopefully, keep AMD and nVidia on their toes. Competition is good, I'm kinda tired after years of Intel's dominance (and stagnation) on the CPU front, as well as nVidia's walled-garden approach with their proprietary tech on the GPU front. I long for the time when AA and other image enhancements tech simply work like the good old days. No special hardware needed....
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schmidtbag:

Intel is in a really tough position. For one thing, their GPUs are just a bit too immature, so that doesn't instill much confidence. While I personally never really had a problem with Intel's GPUs for the past several years, a lot of people seem to absolutely hate them, and those impressions will hold on for a while. Intel to my recollection has ditched their SSD division, which I don't think was such a good idea because their modern products were good. Intel also doesn't have a response to AMD's value proposition with many-core systems. Copying the chiplet design would backfire, not just because of the way they poked fun of it, but because it would remove the edge Intel has in latency. Lastly, the E cores they made weren't as well-received as they ought to have been, since they're not cheap, they're not all that efficient, and it caused some things to break. Intel will get out of all this eventually, but I'm not at all surprised how AMD and Nvidia are leaving them in the dust.
Yeah. I think Intel will have most of that sorted in 2024. They have gathered some of the best engineers over the last year and are dumping tons of capital at the process side. From a stock perspective I suspect margins will not be great until 2025-2026 as all that capex they are laying down to play catch up is hurting margins.
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"However, as a result of the Xilinx merger/acquisition, AMD will now have access to a far larger market, including 5G equipment, IoT, autonomous driving technologies, embedded, and other networking devices" But let's not get too over excited. Back in the 2000s AMD had the K7 and K8 processors which knocked Intel into a cocked hat. They then bought out ATi which were bashing Nvidia which was having problems getting back to problems with the Dustbuster series. Then Intel brought out Conroe, nvidia brought out video chips that are still more than a match for ATi... Let's not get carried away on MARKET VALUE of a company, which is just for dumbfeck retail share buyers currently. In 2000 we had a tech bubble, now we have a bubble on "disruptive" tech companies paid for by americans getting hand outs from their government and doing shares rather than using that money giving their children cigarettes and whisky 🙁 Market Value for a company is dumb as shit. Just look at Tesla, their hardware can't even drive in a straight line without braking every so often yet it's market value is far bigger than Toyota who actually see lots of cars.....which are reliable :D