Date: January 23rd, 2026 7:12 PM
Author: https://i.imgur.com/ovcBe0z.png
AMD has effectively admitted Panther Lake will be disruptive, and that's going to draw customers to 14a. Intel is also better prepared to withstand supply shocks for vital components than literally any other company, including Nvidia. Nvidia is have trouble meeting demand right now because it can't get enough peripheral components, but Intel gets whatever it needs. AMD needs TSMC to make their shit but Intel does it all in-house (again) now. I could go on.
(http://www.autoadmit.com/thread.php?thread_id=5825651&forum_id=2/#49613017) |