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How's better cost per $ better for AMD? Intel has much better margins; if AMD went with those margins they wouldn't sell shit.

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I think that's the point. AMD sells compute power at a lower price point than Intel. If AMD can continue to lower the retail price of CPUs, they will chip away further at Intel's market share.

Margin means nothing if people don't buy your product.

Exactly this. AMD is willing to forgo on margin to make up for it in volume. Being ahead of Intel in outsourcing manufacturing will help them keep up with demand.

> Being ahead of Intel in outsourcing manufacturing will help them keep up with demand.

I don't think that follows. You realize the world is capacity constrained on leading-node fab capacity? And that by going fabless, AMD now has no guaranteed capacity?

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