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Comment by liquidise | Hacker News Reader

Last year i replaced my aging mac pro with a 3900x amd Hackintosh. The cpu upgrade was hard to believe. Everything felt fast in a way even my 2019 air failed to achieve.

The idea that the laptop-grade M1 is keeping pace in these tests with the processor in my desktop is mind blowing. Sure the 5800x was tuned for these tests. Sure the M1 is on 5nm. All of this is missing the point: Intel created a huge market opportunity and 2 of the best poised companies to take advantage of it have.

Computer consumers are winning big thanks to TSMC in 2020. Let's all hope intel can turn things around and keep the space competitive.

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The 3900X really is an incredible processor. I switched from mostly crappy Dell work laptops to a proper desktop with a 3900X late last year and the compile and general responsiveness times are night and day (not unexpectedly)

I went from an i5-2500K to a 2700X, I was going to replace it with a 3xxx series (3700X or better) but there is simply no rush, the 2700X is a monster on my workloads.

So I can sit and wait for the 5000x series to be available at which point the 2700X/2080 goes to the boy and the 5950X/3080 goes in my work machine.

Hopefully sometime in the first half of next year when stock levels stabilise.

I'm hoping to upgrade next year from an i7 5820k to a good AMD processor. (Assuming availability improves)

I'm excited to try out the similar VM workloads (and gaming) that I currently run.

> Let's all hope intel can turn things around and keep the space competitive.

Although they have a lot of work to do, I can't help but think people writing off Intel are way too keen. Intel's annual dividend is still bigger than AMD's revenue IIRC, so at worst they should be able to buy themselves out of the hole they're in.

They haven't bought themselves out in 10 years, how much longer is it going to take?

Why would you bother when your competitor (AMD) is literally nowhere? For example, in 2013 AMD's revenue was something like 7% of Intel's.

What do you mean 10 years? TSMC didn't really start beating Intel until 2016-18.

And now their market cap is 3x Intel's.

That’s not how that works. The dividend may be larger, but that only is somewhat realistic if AMD were trading at 1x revenues (P/S ratio)...which they aren’t. Intel can’t afford AMD without huge financing or share issuance.

Intel would have to be literally batshit to try and buy AMD, unless their market position was so thoroughly lost thst it wouldn't be shat on by regulators.

If they could just get even or ahead on EUV, which they skipped on 10nm, I think they will be just fine.

They will surrender and buy from TSMC.

Temporarily, but over the long term, TSMC would likely have to more than double their leading edge capacity, which would take a decade or two or more.

TSMC doesn’t have enough capacity for that. Intel, TSMC, and Samsung are the only players in the game, and they’re basically all churning at capacity.

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