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Comment by AareyBaba | Hacker News Reader

To be clear, AMD third quarter revenue is expected to be approximately $5.6 billion, an increase of 29% year-over-year. Previous guidance was 55% YoY.

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Yeah, but isn't their one year forecast much lower? Not to mention they have a bigger lercentage of business in areas other than PC CPUs, right?

Client/Consumer CPUs(Ryzen) is just one business for AMD. The others are graphics (Radeon), datacenter (EPYC), and embedded (Xilinx, PS & Xbox consoles). The one year forecast will probably have to be adjusted based on current unexpected economic conditions but they will keep growing.

What folks don't appreciate is that AMD is on a roll. A clear roadmap and processes in place to execute like clockwork in tandem with TSMC. Intel can easily bounce back in about 3-4 years if they fix their foundry issues.

If they hadn't cut fab R&D years ago to juice profit margins, they wouldn't be in this situation now. I have no reason to believe they will suddenly start acting intelligently or with any real long-term thinking. Most likely it's just about managing the decline at this point (please Pat, prove me wrong)

It's still not clear that Intel shouldn't just go fabless like their competition. They're going for a hybrid approach right now where some of their own stuff is produced elsewhere. They're trying to get some manufacturers to use their fabs but they're nowhere near the state of the art. They lost that battle to TSMC a long time ago.

Will not happen for National Security reasons. DoD standard policy is that high criticality components must be able to made domestically. Or at least it was at some point.

Yes, but: the CHIPS act plans to increase domestic semiconductor manufacturing significantly. In the future, Intel might be able to go fabless with domestic manufacturing partners to satisfy DoD requirements.

“America invented the semiconductor, but today produces about 10 percent of the world’s supply—and none of the most advanced chips. Instead, we rely on East Asia for 75 percent of global production. The CHIPS and Science Act will unlock hundreds of billions more in private sector semiconductor investment across the country, including production essential to national defense and critical sectors.”

https://www.whitehouse.gov/briefing-room/statements-releases...

Just because Intel would go fabless doesn't mean the fabs themselves would disappear. They could spin them out just like AMD did when they were in trouble.

This, AMD's CPUs are better than ever. Their upcoming GPUs are looking very promising, especially considering how team green turned into a luxury brand. And their support for Linux has been very welcome.

Also their CPUs with Radeon GPU are a lot more performing than Intel equivalents. You can grab a 5600G or 5700G alone, no external video card needed, and expect to play most recent games, albeit not at maximum details. For those not obsessed with gaming at the highest possible details, this translates in saving some serious money. A search for "5700g gaming" on YouTube returns some examples.

This, GTA 5 on integrated graphics blows my mind.

Yeah, I think they do significantly more graphics and embedded than Intel. But I could be wrong.

Graphics business should be worse than CPU business after crypt bubble gone and ETH PoS. Gaming PC isn't a very big market for CPU, but big for GPU.

Steam Deck as well.

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