AMD passes Intel in market cap • Hacker News Board

Re: AMD passes Intel in market cap

#11

Post by frant-hartm » Mon, Aug 01, 2022, 5:38 PM UTC

nabla9 wrote: post #8

Intel is still much bigger company. Intel revenue 73.39B AMD revenue 18.88B TSMC revenue 58.43B

Thanks! Intel is only 3.8x as much. AMD used to be tiny compared to Intel in both revenue and market cap.

Is there an easy way to get this data over time?

Re: AMD passes Intel in market cap

#12

Post by dragontamer » Mon, Aug 01, 2022, 5:40 PM UTC

StevePerkins wrote: post #5

I remember the first computer that I ever built (it was cheaper to do it yourself back at the dawn of globalization). I used an AMD 386 rather than an Intel 386. Simply for the youthful reasons that I liked AMD's logo better, and I've always tended to root for the underdog. I'm not much of a PC gamer, and so I haven't built a machine from scratch or thought much about individual components in decades. But there's a s…

> I've always tended to root for the underdog.

Time to start rooting for Intel now, lol.

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I've been rooting for Intel's AVX512 instruction set for some time, because I really think its a great technology. But with Zen3/4 on the way with rumored AVX512, and with Intel's most recent decisions to cut AVX512 from 12th gen Core-i7 processors, its hard to find an advantage for Intel right now.

Intel supports DDR5 a few months earlier than AMD, and Intel is doing some smart things with CXL and I/O space rather than CPU space. The new big.LITTLE design is interesting, but the loss of AVX512 is pretty big (and Intel really should fix that IMO).

Re: AMD passes Intel in market cap

#13

Post by huangc10 » Mon, Aug 01, 2022, 5:41 PM UTC

Remember the days when AMD was like $3/share and Intel was like crushing it. The world really has changed in the last decade.

Re: AMD passes Intel in market cap

#14

Post by briffle » Mon, Aug 01, 2022, 5:41 PM UTC

StevePerkins wrote: post #5

I remember the first computer that I ever built (it was cheaper to do it yourself back at the dawn of globalization). I used an AMD 386 rather than an Intel 386. Simply for the youthful reasons that I liked AMD's logo better, and I've always tended to root for the underdog. I'm not much of a PC gamer, and so I haven't built a machine from scratch or thought much about individual components in decades. But there's a s…

Mine was a cyrix "pentium compatible". I miss having 3 players in the game. I believe they got bought by Transmeta, back when Linus Torvalds was employed by them.

Re: AMD passes Intel in market cap

#15

Post by hedora » Mon, Aug 01, 2022, 5:42 PM UTC

duped wrote: post #7

greggyb wrote: post #3

Earlier quoted context omitted.

They are facing the same macroeconomic challenges (pretty much tautologically). AMD is and has been taking market share from Intel.

Sarcasm doesn't translate well online, I meant that Intel's problems don't seem to be macroeconomic when AMD is seeing high growth (it's not just grabbing Intel's marketshare, they also saw big growth in custom silicon and embedded).

Sure it is. Intel's failure to deliver much in the last decade has become a macroeconomic drag, since demand has shifted to competitors with limited manufacturing capacity -- look at the impact on chip shortages on cars, for example.

It's creating different challenges for AMD and Intel though.

Re: AMD passes Intel in market cap

#16

Post by notemaker » Mon, Aug 01, 2022, 5:43 PM UTC

nabla9 wrote: post #8

Intel is still much bigger company. Intel revenue 73.39B AMD revenue 18.88B TSMC revenue 58.43B

Keep in mind their growth rates though. In 2019 AMD had 6.7B in revenue and Intel had 71.97B.

Re: AMD passes Intel in market cap

#17

Post by jhenkens » Mon, Aug 01, 2022, 5:44 PM UTC

StevePerkins wrote: post #5

I remember the first computer that I ever built (it was cheaper to do it yourself back at the dawn of globalization). I used an AMD 386 rather than an Intel 386. Simply for the youthful reasons that I liked AMD's logo better, and I've always tended to root for the underdog. I'm not much of a PC gamer, and so I haven't built a machine from scratch or thought much about individual components in decades. But there's a s…

Different generation - my first build was an Athlon 64, and my only AMD build to date (of maybe 5 or 6 machines over 20 years). Loved the struggle of being x64 when it was still so new to consumers.

Re: AMD passes Intel in market cap

#18

Post by elromulous » Mon, Aug 01, 2022, 5:44 PM UTC

So I'm very much in camp AMD. But, market cap has proven over and over again to be kind of bogus. E.g. do we really think Tesla is actually worth more than the rest of the top 10 or so automakers?

Re: AMD passes Intel in market cap

#19

Post by fuzzieozzie » Mon, Aug 01, 2022, 5:45 PM UTC

api wrote: post #4

One of the most destructive things you can do to a company is give them a near market monopoly for a while.

I hate to say it, but a leader who lives in fear of this is what Intel needed to stay ahead. Andy Grove believed and lived in fear of monopoly power ... since then CEOs at Intel have lacked that conviction.

Re: AMD passes Intel in market cap

#20

Post by tiahura » Mon, Aug 01, 2022, 5:49 PM UTC

elromulous wrote: post #18

So I'm very much in camp AMD. But, market cap has proven over and over again to be kind of bogus. E.g. do we really think Tesla is actually worth more than the rest of the top 10 or so automakers?

Things are worth what others are actually willing to pay, there is no such thing as a metaphysical true worth.

So yes, Tesla is actually worth whatever the market cap is.