It Took 53 Years for AMD to Beat Intel. Here's Why. | WSJ

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  • Опубліковано 21 лис 2024

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  • @csm153
    @csm153 Рік тому +3129

    Pretty outrageous they skipped out the 2000's when AMD had the best chips and intel paid OEMs like Dells $100Ms every year not to use AMD

    • @1Grainer1
      @1Grainer1 Рік тому +174

      title says 53 years, and from what my math says 1980-2023 is 43 years, and since they skipped 2000's it even should be 33.... so i don't know if their date related knowledge is anything to go by
      edit: went with description and "[...]since the 1980s", since it's the first biggest info they provide

    • @sjneow
      @sjneow Рік тому +11

      @@1Grainer1 from 1968

    • @timnone2924
      @timnone2924 Рік тому +37

      cause its about market cap, not individual products

    • @MarkZickefoose
      @MarkZickefoose Рік тому +113

      The CHIPS outperformed Intel's, but the company did not at that time, and that's the metric they're using, but yes, they vastly oversimplified and cherrypicked facts for this.

    • @mromar2724
      @mromar2724 Рік тому +27

      @conradconradcon This one appears to be a paid advert by Intel (intel paying for competitive advantage again). This time they are just paying WSJ instead of Vendors

  • @ScientificZoom
    @ScientificZoom 8 місяців тому +87

    Energy efficiency is the AMDs greatest achievement

  • @rahulagrawal2381
    @rahulagrawal2381 Рік тому +1726

    The video missed one critical point. Intel bribed companies to not use AMD and made some modifications so that some software couldnt run better if it detected AMD chip.

    • @rahulagrawal2381
      @rahulagrawal2381 Рік тому +134

      As Anandtech put it in their article "Intel reworked their compiler to put AMD CPUs at a disadvantage. For a time Intel’s compiler would not enable SSE/SSE2 codepaths on non-Intel CPUs, our assumption is that this is the specific complaint. To our knowledge this has been resolved for quite some time now (as of late 2010)." It was only proven years later when a system was fooled into thinking it was running AMD while real chip was Intel and the performance suddenly dropped.

    • @Globalscanningeyes
      @Globalscanningeyes Рік тому

      adorned tv did a great video on that
      ua-cam.com/video/osSMJRyxG0k/v-deo.html

    • @Longgshot
      @Longgshot Рік тому

      ​@@rahulagrawal2381 It wasn't proven years later, it got caught pretty early, since the perfromance drop was quite big and what Intel was doing could be caught with just a simple spoofing of the vendor ID, soon after that people started making recompilers for the .exes.

    • @mikkodoria4778
      @mikkodoria4778 Рік тому +2

      The conspiracy theorists

    • @MrSupernova111
      @MrSupernova111 Рік тому

      @@rahulagrawal2381 . That's crazy. Just another scummy corporate giant.

  • @richardrisner921
    @richardrisner921 Рік тому +1336

    Plus inventing* 64-bit architecture, plus building the first multi-core CPUs... AMD hasn't simply been "copying and playing catch-up for 53 years"
    *Thanks to others who pointed out that Intel 64-bit Itanium was released first. They didn't "invent" 64-bit computing, but they brought an x86 compatible 64-bit architecture to market and popularized it.

    • @DragonOfTheMortalKombat
      @DragonOfTheMortalKombat Рік тому +4

      True

    • @opdinkleberg7078
      @opdinkleberg7078 Рік тому +56

      It's the WSJ what did you expect?

    • @crypto1300
      @crypto1300 Рік тому +11

      I love my AMD CPU's since my first 486DX4 100MHz but AMD pioneered x64, Intel was first with the 64-bit Itanium.

    • @DragonOfTheMortalKombat
      @DragonOfTheMortalKombat Рік тому +9

      @@opdinkleberg7078 Definitely not technical or detailed analysis🤣🤣

    • @manofsan
      @manofsan Рік тому +1

      That worked because Itanium flopped - it was too much of a departure from x86

  • @JetFission
    @JetFission Рік тому +730

    Things I learned from this video:
    CPU pins = transistors
    Power capacitors = "the core"

    • @gotfan7743
      @gotfan7743 Рік тому +114

      haha....goes on to show even the Tech journalists don't do their job or they simply don't understand.

    • @hill5998
      @hill5998 Рік тому +13

      The cpu pins are NOT the same as transistors as pins are what are used to connects the motherboard and the transistor is a tiny switch that controls the flow of electrons.

    • @JoeLion55
      @JoeLion55 Рік тому +73

      @@hill5998 that’s the point of JetFusions comment…

    • @pascalladal8125
      @pascalladal8125 Рік тому +21

      @@JoeLion55 Nah not fusion, he is still only at fission.

    • @hindesite
      @hindesite Рік тому +2

      @hill5998 whoosh...

  • @jtd8719
    @jtd8719 Рік тому +390

    Lisa Su gets a lot of glory, and while it's pretty much deserved, I think that Rory Read deserves more credit than is generally given for keeping AMD afloat until the turnaround tech was ready. I hope he got enough stock and/or options to compensate for having to take the public hits that he did.

    • @HKNotch
      @HKNotch Рік тому +18

      agreed he really managed to start a lot of stuff for Intel

    • @LaSombraa
      @LaSombraa Рік тому +36

      Lisa is undisputed god of AMD. She changed the public perception of AMD…. by ALOT.

    • @geekinasuit8333
      @geekinasuit8333 Рік тому +15

      Agree with that, Su earned all the credit she's getting, however RR saved AMD from ruin and set the ship in the right direction. RR was also responsible for selecting Lisa Su as his replacement. It's unfortunate he's mostly been forgotten.

    • @kevinerbs2778
      @kevinerbs2778 Рік тому

      No one was keeping AMD afloat, cross licensing prevents AMD from ever disappearing.

    • @hilmyakatsuki1665
      @hilmyakatsuki1665 10 місяців тому

      AMD was also working on arm based chip. So ditching that for x86 and success on that was a bold decision. Research and development teams are also worth giving credits

  • @MrYoshigu
    @MrYoshigu Рік тому +274

    Because Intel played dirty like
    -Paying dell and all OEM to not use AMD
    -Bribing companies
    -Suing AMD at every step
    Pinnacle of Intel innovation

    • @alevilikvealeviler
      @alevilikvealeviler Рік тому +4

      down with literally the Goliath of our times, prophet Dawud wins again : )

    • @anchorbubba
      @anchorbubba Рік тому +7

      truly a revolutionary in the American dream

    • @168original7
      @168original7 Рік тому

      @@anchorbubba Isreali dream.
      Lol but for real these companies are just companies, there's no real reason to be a fanboy when they all do shady stuff from time to time to keeptheir profit margins high. Companies aren't your friends but they do make good products from time to time.

    • @arpanroy9177
      @arpanroy9177 Рік тому

      Didn't AMD copied Intel for few years

    • @ank30220
      @ank30220 Рік тому

      And when did they do that

  • @qwertycupcake
    @qwertycupcake Рік тому +348

    AMD is the reason Intel stopped selling dual core CPUs in 2022. See, they come up with 10 core i3 cpu ;)
    Also, AMD is the reason they come up with Arc GPUs.
    AMD is forcing Intel to change its status quo of selling underpowered CPUs and GPUs (Intel uhd series), and charging hefty sum for any performance upgrade.

    • @teknoid5878
      @teknoid5878 Рік тому +13

      Intel can easily release more than 4 cores in the skylake era, when the Xeons have like 20+ cores. They underestimate the consumer needs for more cores.

    • @ank30220
      @ank30220 Рік тому

      No

    • @maxjames00077
      @maxjames00077 Рік тому +4

      Intel is the reason amd exists at all ;)

    • @halycon404
      @halycon404 Рік тому +2

      @DeadManWalking Yes, and no. Just as crypto is drying up a lot of traditional usage of servers is starting to push stuff onto GPUs. There's simply too much data and it's going to get worse. I took one look at ARC and didn't, still don't, understand why they aimed at the consumer market. Server GPUs are a growing market, not a mature market.

    • @64bitmodels66
      @64bitmodels66 Рік тому +4

      @@maxjames00077 yep, thank intel for birthing a far superior CPU maker

  • @iulian2548
    @iulian2548 Рік тому +274

    A documentary about Nvidia's ultra dominant market position and anticonsumer market practices would be equally interesting.

    • @miyagiryota9238
      @miyagiryota9238 Рік тому +8

      Agree

    • @polycadence8482
      @polycadence8482 Рік тому +13

      Nvidia was a FLOP until the bozo CEO of SGI sold off 3D graphics patents and the whole engineering team to Nvidia, giving nvidia a 2nd shot at life. As for AI, Nvidia got lucky, that same graphics matrix math was also used to resolve AI algorithms and they had 1st mover advantage with the CUDA Api.

    • @ktakeshi17
      @ktakeshi17 6 місяців тому

      @@polycadence8482 Love how losers always call winners lucky, and how they are unlucky to not have been successful. Relying on luck is why you are a FLOP.

    • @graphicsRat
      @graphicsRat Місяць тому +4

      ​@@polycadence8482Not quite. Nvidia saw that people were abusing graphics cards to do parallel computing, so it took the hint and spent 100s of millions developing CUDA.

  • @wilmarkjohnatty4924
    @wilmarkjohnatty4924 Рік тому +19

    This video is not true at all. They were not just Copy cats. AMD was licensed by Intel to manufacture its x86 chips to sell to vendors. Dell started off with PC's Limited by using AMD chips that were conservatively clocked at 4 MHz and overclocked them much higher gaining market share. AMD later went on to use the same licensed instruction set implementing different CPU's. AMD surpassed Intel breaking the GHz barrier around 2000 with the Athlon chip. Intel played dirty by blocking other OEM's from manufacturing products with AMD chips to the point that Asus hid its first Athlon motherboard and sold it in a plain brown box. Intel never paid a price for this. For the next few years AMD had a chance of unseating Intel as intel produced a lackluster Pentium 4 architecture that had lower performance and higher clock speed. But AMD never really gained market share more than 20%, and Intel used its clout and monopoly to block AMD from the market place. AMD's big opportunity came when Intel tried to change its architecture from x86 to Itanium, which failed, AMD improved the x86 architecture to 64 bit and called it AMD64. Bill Gates made a deal to help AMD by promising to help support AMD64 instruction set in exchange for Jerry Sanders testifying in its anti trust suit against the government that Microsoft was working outside its Wintel Completion. Microsoft developed Windows for both Itanium and AMD64, but when Intel's Itanium flopped they asked Microsoft to develop a Windows version for their own x86/64 Instruction set/architecture to which Microsoft told them no and GO COPY AMD64 ARCHITECTURE IF THEY WANTED an x86 Windows - SO WHO IS THE COPYCAT? During most of the 2005 to 2016 Intel ruled the roost with iCore CPU's and AMD had neither process right not their designs. During this time development and customer value sucked as Intel had almost all of the market, Intel went generation after generation changing Sockets and pinouts forcing users to upgrade their hardware for very little performance. Then AMD sold off its FAB's (Chip Plants) and focused on Design with Sledgehammer architecture - and no this had nothing to do with Lisa Sui - she just happened to be there - sure she is great but all of this was in the works. They regained their focus and slowly re-took the performance lead while Intel struggled with Process and Manufacturing which AMD no longer was in the business of (Handing it over the TSM who was the strongest process company). They also focused strongly on R & D and solid pipeline of products and they executed well while at the same time intel faltered with process, and basically lost its way with all kinds of woke nonsense, etc. Intel is a dead company they were supposed to be dead since the early 2000's but they managed to survive despite them being lost back then but they used their muscle to rally out from the limited time window a competing product gives them before its too late. AMD has not done very well on the Graphics front but that seems to be changing, although they dominate in the console market. Most large companies rein usually come to an end - Intel just got lucky but they have always been a poorly executed company from an engineering stand point. There are many details i left out - like the Pentium 4 Fiasco, the DIV/0 error in the first gen Pentium. Eventually many large companies may end up using their own chips as ARM becomes better and more popular - Apple is already doing it, Amazon and Google will shortly.

  • @vedant9637
    @vedant9637 Рік тому +136

    >53 years
    My brothers in christ
    What about the 2000s?
    What about x86-64?
    What about the anti-competitive lawsuits?

    • @mohammadfardinchowdhury177
      @mohammadfardinchowdhury177 4 місяці тому +3

      she mostly talked about lisa su .she is a female after all, if u know what i mean

    • @ninjasiren
      @ninjasiren 3 місяці тому +1

      they only cared about the market and money in this one

    • @ronch550
      @ronch550 Місяць тому

      ​@@mohammadfardinchowdhury177 yeah, the explanation of the chip is kinda inaccurate as well, or overly simplified.

  • @Giffandy5329
    @Giffandy5329 Рік тому +103

    I wish people would stop equating market cap as some kind of indicator of success. It's not. All it means is that some investors think the company has a chance to grow and are willing to make a gamble. e.g. TESLA with

    • @jtd8719
      @jtd8719 Рік тому +4

      AMD's merger/acquisition of Xylinx gets them into more markets with an established high-margin player and opens up more TAM through what their IPs can do together. It was the Xylinx merger that pushed them over the Intel cap value.

    • @Giffandy5329
      @Giffandy5329 Рік тому +3

      @@jtd8719 so again, it's speculative based on where the company could be in 5-10 years based on growth that might or might not happen. Most of the stock price is driven by the market meta, by which I mean market factors outside the actual performance of the companies involved. It's a classic bubble.

    • @triadwarfare
      @triadwarfare Рік тому +1

      @@Giffandy5329 speculation for the company can lead to prosperity, as long as the company uses the money they gained from the investors right. If there's no investors making speculative investments, there's no opportunity for the companies to grow because they don't have the capital to take on new things.
      Remember that the stock market was founded on people pooling money to make spice trade expeditions across the world possible, and those trips were deadly.

    • @Patrick73787
      @Patrick73787 Рік тому

      Absolutely true!

  • @marcos1669
    @marcos1669 Рік тому +181

    AMD beat Intel like 20 years ago, then fall of from grace, now they are even, but AMD is fabless and Intel does have fabs, which is both and asset and a liability

    • @vanCaldenborgh
      @vanCaldenborgh Рік тому +52

      @@kuil Simplified towards misinformation. Bad journalism.

    • @jennalove6755
      @jennalove6755 Рік тому

      I wouldnt call it a fall from grace but intel actively cheating

    • @anchorbubba
      @anchorbubba Рік тому +6

      @Hackintosh look up amd64 and intel itanium

    • @timnone2924
      @timnone2924 Рік тому +12

      literally the first minute of the video they say AMD beat Intels market cap for the first time...

    • @ryzenforce
      @ryzenforce Рік тому

      @Hackintosh Yea right.

  • @DejaVu0
    @DejaVu0 Рік тому +130

    I knew a under 7 min video covering the history between these 2 companies would miss a ton of stuff.

    • @anmolagrawal5358
      @anmolagrawal5358 Рік тому +2

      which also dedicated a portion of this already time constrained piece to explain how CPUs work in a simplified manner

    • @burts6896
      @burts6896 Рік тому

      The Wall Street Journal has a choice about video length and whether or not to spread it across multiple segments. They chose poorly. They missed a chance to demonstrate their claimed ability to interview experts as a way to surface the most relevant history.

  • @chillnnsht
    @chillnnsht Рік тому +159

    Can't forget acquisition of ATI which they have translated into console graphics as well as the Xilinx acquisition. They have taken multiple approaches to expanding business, narrowing it to just chiplets is an oversight.

    • @ryzenforce
      @ryzenforce Рік тому +6

      This!
      And if people knew that most Inbedded systems uses AMD chips somewhere is also an oversight.

    • @LaSombraa
      @LaSombraa Рік тому +3

      Don’t forget their push into data centers after ryzen dropped… EPYC is a beast

    • @aerohk
      @aerohk Рік тому

      Has AMD been able to take advantage of Xilinx tech yet? Or still running as 2 separate company

    • @gunturbayu6779
      @gunturbayu6779 Рік тому

      @@aerohk well xdna is one of Xilinx things that will be ready for near future

    • @xuyukun123
      @xuyukun123 Рік тому

      @@aerohk they have AI tiles in their data center products I believe

  • @johnsonlevitt9719
    @johnsonlevitt9719 4 місяці тому +251

    Exciting times for semiconductor stocks TSMC, AMD and NVDA. which are all experiencing a surge in value. It's interesting to watch the competition develop, given these stocks are major contributors to Al chip growth. On the increase of my personal holdings, I've witnessed amazing impact on my shares.

    • @chrisvandernaald1556
      @chrisvandernaald1556 4 місяці тому

      Intel and AMD will definitely have their share of the market. TSMC is at max capacity and investing in other semiconductor companies will be an absolute power move, Different chips are good at different things and Nvidia has been very specialised, which leaves other aspects of Al open.

    • @andrescastillo2043
      @andrescastillo2043 4 місяці тому

      This is the type of in-depth detail on the semiconductor market that retail investors need, also the right moment to focus on the rewarding AI manifesto.

    • @Asawyer-u6q
      @Asawyer-u6q 4 місяці тому

      No certain about intel. Can nvidia keep up progress for the coming years.

    • @johnsonlevitt9719
      @johnsonlevitt9719 4 місяці тому

      certainly, i had bought NVDA shares at $300, $475 cheap b4 the 10 for 1 split and with huge interest I keep adding, i’m currently doings the same for PLTR, POET and AMD constructively. Best possible way to get ahead, is participating behind top experienced performers.

    • @colemanjohnson2986
      @colemanjohnson2986 4 місяці тому

      I agree, i own three business, right now I'm compiling and picking stocks that l'd love to hold on to for a few years before retirement, do you think these stocks would do better over the years? My goal is to have at least $2 million saved for retirement.

  • @arunavaghatak6281
    @arunavaghatak6281 Рік тому +106

    The switch to TSMC did play a role in their success. If they had stuck to Global Foundries, no way they could've beaten intel.

    • @willberry6434
      @willberry6434 Рік тому +11

      "a role"? It played the biggest role of anything

    • @FinanceNinja
      @FinanceNinja Рік тому

      No doubt.

    • @miyagiryota9238
      @miyagiryota9238 Рік тому +4

      @@willberry6434 just like apple and nvidia uses TSMc

    • @lucasRem-ku6eb
      @lucasRem-ku6eb Рік тому +2

      Why is TSMC not developing their own chips, why copy intel ????
      AMD is gone now.....
      Beat intel, only apple !!!!!

    • @Trust_but_Verify
      @Trust_but_Verify Рік тому +4

      Intel would have to let TSMC make their chips to see whose design is the most efficient/performance. (regardless of margin)

  • @jaxwins12
    @jaxwins12 Рік тому +58

    What about Intel bribery to BIllgates to not launch 64 bit OS until Intel have a Amd64 instruction set?

    • @ryzenforce
      @ryzenforce Рік тому +10

      Samething with Win11 with the "scheduler problem" with AMD - a thing that was working properly on Win10.... The future of the Industry is AMD-Linux.

    • @168original7
      @168original7 Рік тому +7

      @@ryzenforce most software doesn't support Linux.

    • @ryzenforce
      @ryzenforce Рік тому +2

      @@168original7 It depends in what world you live. If you can write here on UA-cam and watch videos, it's because Linux is somewhere underneath...

    • @ursyedis
      @ursyedis Рік тому +5

      @@ryzenforce I wish. I was an ardent fan of Linux. When I started to use my personal laptop as my office laptop it's almost impossible to work in Linux because of windows products . Even though linux communities tries their best, even a developer like me can't move to Linux because most of the work environment are built around Microsoft app.

    • @willy7968
      @willy7968 Рік тому

      @@ryzenforce linux is too intimidating for most users

  • @cmja09
    @cmja09 Рік тому +20

    Yeah, man. Whoever thought of making those chiplets.. just pure genius. Cost-saving and fast AF.

    • @BrendanRankin
      @BrendanRankin Рік тому

      Hint: it wasn't "AMD" as the article implies...🙄

  • @goofytuna6077
    @goofytuna6077 Рік тому +26

    AMD forced intel to try again with the 12th gen chips. Even now, a year later they are still incredible value for the money.

    • @saricubra2867
      @saricubra2867 Рік тому +1

      11th gen Tiger Lake was good and beated Zen 3 on laptops.

    • @maxjames00077
      @maxjames00077 Рік тому +1

      @@saricubra2867 gen 13 great value too!

  • @koshisunuwarrai
    @koshisunuwarrai Рік тому +10

    Lisa Su was the best thing ever happened to AMD.

  • @3rgoproxxy
    @3rgoproxxy Рік тому +15

    This video is just factually incorrect on so many levels it's insane.

  • @FragBoyStewie
    @FragBoyStewie Рік тому +8

    TSMC is one of the key reasons why everybody, but Intel, is winning. One of the best decisions AMD made was to branch out Global Foundries and move away from the Fabs.

    • @maxjames00077
      @maxjames00077 Рік тому +1

      Hmmmm, AWS, Azure and Google Cloud all are going to design their in house server chips. They already are. Leaving AMD alone. Intel will pick them up as costumers for their foundry services 😊 If China would attack Taiwan, AMD is game over too. They will be game over anyway once Pat Gelsinger takes over the market

    • @FragBoyStewie
      @FragBoyStewie Рік тому +1

      @@maxjames00077 Agreed. AMD is winning, but only at the moment. It needs to move quickly into the AI chip market like NVIDIA to hedge against the server competition.

    • @propersod2390
      @propersod2390 Рік тому +1

      @@FragBoyStewie how is amd winning if intel is gaining back market share and its cpus are faster + cheaper...?

    • @maxjames00077
      @maxjames00077 Рік тому

      @@FragBoyStewie yeah true!

  • @karbide_
    @karbide_ Рік тому +98

    The current CPU market looks great, competitive and full of amazing bang for bucks! Even though I'm an intel user, i thank AMD for bringing competition into the market and making these processors so budget friendly! Thank you!

    • @ryzenforce
      @ryzenforce Рік тому +6

      The question is: why in 2023 are you still an Intel user? What since 2017 make you stick with Intel? Besides beeing a shareholder, there was no logical reason.

    • @maxthebean8047
      @maxthebean8047 Рік тому +4

      lol, says @Ryzen 😆

    • @fadhil_m3
      @fadhil_m3 Рік тому +12

      @@ryzenforce lol, as an AMD user myself I can see that Intel did catch up in terms of value, it's not a clear cut like back then. i5 Alder Lake and Raptor Lake is really good for its price (hence why healthy competition is always good for consumers)

    • @karbide_
      @karbide_ Рік тому +1

      @Ryzen I am not that power intensive user that needs all the performance, i do light gaming and a little bit of video editing. Intel offered great bang for bucks when AMD started beating Intel performance wise, specially the i5s lately has been great.

    • @asoka7752
      @asoka7752 Рік тому

      @@ryzenforce same can be answered from you too. As I see amd CEO is a poster child for feminism and that's one of the major reasons why amd doing good despite having awful processors.

  • @scottfranco1962
    @scottfranco1962 Рік тому +34

    A really short sighted view of the Intel/AMD competition. AMD traditionally lagged Intel in process, but at the end of the last century, AMD design lapped Intel and Intel was forced to drop their attempts to lead in processor design, Itanium, and follow AMD's design instead. At the same time, AMD lapped Intel in terms of multicore design. AMD managed to blow their lead of intel yet again, but made the essential move to farm out their fab operations -- just as most of the industry did. The result was they caught up to and passed Intel in process thanks to the Asian fabs. Intel hasn't regained their lead in process, and may never. What occurred was the evening of the desktop CPU market between Intel and AMD, but that market is (and has been) slowly declining vs. non-desktop environment dominated by ARM architectures, which neither Intel nor AMD make.

    • @triadwarfare
      @triadwarfare Рік тому +4

      ARM's still have a long way to go to even try competing on the Server market. Smartphones, tablets, embedded devices, sure, but having reduced instruction sets hurts ARM by limiting what it can process.

    • @scottfranco1962
      @scottfranco1962 Рік тому

      @@triadwarfare Sure, read what I said.

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    @OREST2518 Рік тому +384

    I was sure last year would end badly for me but I think BNB44X is spot on with what they do and how they do it. Can't say for how long it's going to work and for sure it is overyhped right now but even for half a year or something it would be smart to ride the wave and then jump away eventually but the thing is why this is smart right now is because it's so cheap, won't ever find a better entry than now

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      @roportajgenc Рік тому

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    • @irmakiste
      @irmakiste Рік тому

      Binance wants to bring all other exchanges out of business

    • @sehu6328
      @sehu6328 Рік тому

      BNB is underrated if you think about what happens in 10 years

    • @erkan39126
      @erkan39126 Рік тому

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      @pubgconfig3617 Рік тому

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  • @GoodGamer3000
    @GoodGamer3000 Рік тому +4

    I don't know if this video was poorly researched or just heavily oversimplified, but half of the information in this video is incomplete or bordering on incorrect.

  • @FinlayDaG33k
    @FinlayDaG33k Рік тому +14

    >AMD during the early-2000's: Completely roflstomp Intel left right and center
    >Intel: *violates anti-trust laws multiple times over to gain an unfair advantage*
    >WSJ: "It took 53 years for AMD to beat Intel"

  • @Mister_MasterworkerTTV
    @Mister_MasterworkerTTV Рік тому +7

    AMD dominated Intel in the early 2000's. The Athlon XP 2500+ and Athlon 64 bit 3200+ come to mind

    • @jeepsblackpowderandlights4305
      @jeepsblackpowderandlights4305 Рік тому +1

      Athlon xps were a struggle.. intels pentium 4 with hyperthreading really was a better cpu.. but i myself had a Athlon xp 2000-2400+. Theb a 3000+ 64 and then a opteron. But then after that i went intel with the core 2 duo. And for 8 years i kept that clu until the Ryzen 2700x and 3800x and now 5800x 3d

    • @nightking5144
      @nightking5144 Рік тому

      AMD history:
      First x86-64 CPU
      First real quad core ( core 2 duo wasn't a quad core processor)

  • @bernard1799
    @bernard1799 Рік тому +21

    I'm a simple man. I look at benchmark tests, price, and then choose AMD.

    • @propersod2390
      @propersod2390 Рік тому +1

      No, if you actually did that then you would choose intel 😂

    • @nix123ism
      @nix123ism Рік тому

      It depends on what you use your computer for.... Like 13600k vs 7600x , priced the same, 7600x is significantly better for gaming, but 13600k is leaps and bounds ahead of AM5 for productivity workloads.......

    • @ishiddddd4783
      @ishiddddd4783 Рік тому

      @@nix123ism msrp =/= price, on average the 7600x and non x are 80usd lower than the 13600k, and if you are using DDR4 for productivity it tanks multithreading performance by a lot, at which point you can just get the 7700, raptor lake was a better deal than zen4 when it released, but now zen4 is cheaper, motherboards and ddr5 pricing is going down, IPC is about the same, and intel refuses to lower the selling prices of rpl chips (cuz they are barely making a profit with them).

    • @spaghetto181
      @spaghetto181 Місяць тому

      @@propersod2390 depends. for pure gaming and single thread amd is better nowadays, for multithread intel wins due to their e-cores design(idk why we didn't do that sooner on pc)

  • @KyleClements
    @KyleClements Рік тому +26

    No mention of AMD's x64 architecture?

  • @AshtonCoolman
    @AshtonCoolman Рік тому +8

    The Athlon, Athlon XP, Athlon 64, and Athlon 64 X2 all beat Intel in raw performance per clock. I'm not buying this 53 year thing.

    • @vyor8837
      @vyor8837 Рік тому

      The company hasn't even been around for 53 years

    • @AshtonCoolman
      @AshtonCoolman Рік тому

      @@vyor8837 AMD was founded in 1969

    • @vyor8837
      @vyor8837 Рік тому

      @@AshtonCoolman but didn't compete with intel for at least another 10 years

  • @mind-of-neo
    @mind-of-neo Рік тому +4

    Lisa Su saying "I hope you guys have your money ready" was hilarious 😂

  • @DrakeFromStateFarm
    @DrakeFromStateFarm Рік тому +37

    Intel’s new CEO is making an aggressive and risky path to turn Intel around, and in 10 years Intel will probably be making AMD’s and NVIDIA’s chips as part of its foundry business

    • @alevilikvealeviler
      @alevilikvealeviler Рік тому +4

      not true, you are missing out the TSMC fabs that are opening up, and also the EU strategy for creating around 10 medium-sized-fabs in Europe, AMD could just switch to Europe in 1-2 years

    • @HKNotch
      @HKNotch Рік тому +9

      TSM isnt even building leading edge fabs in the EU lol. Thats all automotive so if AMD switched they’d be leaping backwards.
      Also EU fabs just aint gonna get off the ground for at least another 5 years - USA fabs have already gone through groundbreaking and construction.
      In addition, you seem to have no idea what Intel is doing in the node section to compete with TSM and surpass then in PPW.
      If TSM makes a mistake, or pulls an Intel, Intel will be there, ready to capture most of TSM’s customers, even AMD (if the situation is bad enough)
      Pat did pull a bet the company move though, and it seems to be working out fine in the engineering and design sides of things, though Intel’s finances are horrible.

    • @DrakeFromStateFarm
      @DrakeFromStateFarm Рік тому +3

      @@HKNotch I’m a recent investor in Intel because of their 5 nodes in 4 years, and I can tell you TSMC hasn’t started on transitioning leading edge technology to the rest of the world out of Taiwan, so every day they don’t start, is another day Intel leaps ahead of competition..

    • @ryzenforce
      @ryzenforce Рік тому

      @J-P Not really. Why would anyone use foundries controlled by Intel knowing what they did previously to others? Why use Intel's foundry that are light years away of what TSMC or Samsung able to do, cheaper, faster, better? Intel's own actual foundry weren't able to output 10nm chips announced 8 years ago... and they now outsourced to TSMC to be able to produce them. What make you think Intel will deliver? Nothing.

    • @ryzenforce
      @ryzenforce Рік тому +4

      @@DrakeFromStateFarm TSMC is doing sub 1-nm at this moment, did you know that? Keep buying Intel, that leaves more share from AMD to buy for us.

  • @billc7391
    @billc7391 Рік тому +13

    It isn't cores but the smart phone driving ex-intel foundries to overtake and hold process node leadership.
    Lisa su wouldn't have succeeded without amd having access to cutting edge tsmc manufacturing.
    Intel was stuck at 10-14nm for too long.
    Amd has always had competitive cpu designs.

  • @timsoutier4282
    @timsoutier4282 Рік тому +11

    They missed a lot of info, probably to try and keep it short. AMD purchase of ATI and then the spinoff of GlobalFoundries, all the cut costs and try to keep pace with Intel's dirty tactics. I have always been a fan of AMD and I new that their roadmap would pay off, I purchased AMD stock a long time ago when it was worth just a few dollars, and look at it now, only wish I would have bought more, I could be retired.

  • @chris.sharp-916
    @chris.sharp-916 Рік тому +4

    A bit shallow reporting. There were other key moments that tarnished Intel reputation. The failure of the 4g/5g wireless chip for Apple, for example, which ended the whole Intel wireless division, not to mention the fact that Apple built their own ARM-base chip, which lost Intel a big customer. AMD fame of late is well deserved in my opinion. I have a surface laptop that runs on AMD. It is quiet, never gets hot, even on heavy tasks, has a brilliant integrated graphics card, I love it.

  • @ninobasset8176
    @ninobasset8176 3 місяці тому +3

    1 year later, let's not forget about the lost contract with Apple that decided to manufacture their own chips now, which is a huge revenue loss for Intel.
    Also, atm I am writing this comment, intel is facing huge problems with its 13th and 14th generation of chips, with oxydation and voltage issues, leading in a full loss of truth from the consumers (public or private), and therefore long term financial loss.

  • @fifty6737
    @fifty6737 Рік тому +13

    LISA SU is a top tier CEO, steered AMD all the way to the TOP, CPUs are now much much better because of RYZEN

    • @nightking5144
      @nightking5144 Рік тому

      Yes, She saves AMD to disaster!😊❤

  • @necro_ware
    @necro_ware 4 місяці тому +4

    What? How could you forget about Athlon, which was superior to Pentium 4 for several years? First as Intel decided to come back to PIII architecture and develop that to what was called Core later it became again competitive to AMD. With P4 Intel was loosing every competition. Even 64-bit architecture was introduced first by AMD with Athlon 64 and for Intel it took another generation to get there.

  • @krishnaSagar69
    @krishnaSagar69 Рік тому +5

    AMD did what a company should do. Intel became lenient and managers became greedy

  • @vrr6368
    @vrr6368 Рік тому +5

    Piece failed to mention that AMD is also a maker of GPU's comparable to Nvidia,
    that Intel is just now getting into with it's ARC series.
    Also mentioned AMD's innovation, but the key in competitiveness was
    smaller nanometer design, developed and manufactured by Taiwan Semi

  • @josemedeiros007
    @josemedeiros007 Місяць тому +1

    Great story, I worked for Intel in 1999 at Intel Online Services when Andy Grove was the CEO, I left to work at Cisco Systems, but returned to work in IT at Intel Mask Operations in 2006 supporting the Microsoft SQL Database Clusters and HP Storage Area Networks we had.

  • @FireBean8504
    @FireBean8504 Рік тому +5

    This is one of the most inaccurate depictions of how CPUs are structured I've heard listened to.

  • @ivanjeremic3987
    @ivanjeremic3987 3 місяці тому +3

    People of Wall street are drunk or something...? Many times in history including now AMD is faster then Intel, so 53 years sounds little like BS!

  • @ryanchinh1040
    @ryanchinh1040 9 місяців тому +2

    Intel die 25 years ago, Intel stock is the same price 25 years ago.

  • @SuperGainsBrosYT
    @SuperGainsBrosYT 3 місяці тому +1

    Apple dropping intel completely also hurt them for sure.

  • @fran117
    @fran117 4 місяці тому +3

    Where did the 1999-2006 go when AMD had the best consumer CPUs?

  • @AgentSmith911
    @AgentSmith911 Рік тому +6

    Dell, one of Intel's largest customers, just dropped their server processors for AMD's equivalent. AMD will go past Intel soon, if they're not already ahead.

    • @maxjames00077
      @maxjames00077 Рік тому +1

      No intel still has a way bigger market share in the server market. Intel also gained 10% in the laptop market share last quarter. And 7% in desktop gain. Intel server chip is still on 10nm. Wait 2 years and their chip on their 20A node will destroy AMD :)

    • @miyagiryota9238
      @miyagiryota9238 Рік тому

      @@maxjames00077 lol zen 5 will be waiting

    • @maxjames00077
      @maxjames00077 Рік тому

      @@miyagiryota9238 18A will be released instead of waiting

  • @henrygonzales9666
    @henrygonzales9666 13 днів тому +1

    Don't care about either company. I would prefer RISC-V.

  • @ChairmanMeow1
    @ChairmanMeow1 3 місяці тому +2

    AMD has an infinitely better and more qualified CEO now too. Gelsinger has led Intel into the gutter through his insistence on making their own fabs. At least so far.

    • @beeman4266
      @beeman4266 3 місяці тому +1

      I don't disagree but Intel NEEDS it's own fabs because the US needs fabs. It doesn't help when Intel foundries aren't even using ASML's EUV lithography yet either.
      The foundry side of Intel is significantly behind, I'm not sure how or why they got stuck on 14nm so long but it's come back to bite them.

    • @ChairmanMeow1
      @ChairmanMeow1 3 місяці тому

      @@beeman4266 I hope they figure it out because Im American. Having a domestic chip fab would be uh, good.

  • @AcuraLvR82
    @AcuraLvR82 11 місяців тому +2

    AMD has had many products superior to Intel. First processor to achieve 1ghz clock speed. First chips to bring 64 bit architecture to the market. First company to introduce multi-core processors to the market. The only reason Intel did so well previously was due to dirty business tactics and deals bringing products to oem pc's.

  • @Sumtoshi
    @Sumtoshi Рік тому +3

    I think the competition is great since it furthers innovation and affordability.

  • @monkeyfish227
    @monkeyfish227 Рік тому +4

    I feel old hearing the intel inside tune. I would assume a lot of people wouldn’t know what that signifies anymore 😢

  • @anthonywalker6168
    @anthonywalker6168 11 днів тому +1

    The way they described “how a CPU works” is how I imagine every CEO thinks their company works. It’s quite a good laugh actually.

  • @ShadowRap-y5l
    @ShadowRap-y5l Рік тому +2

    AMD is definitely a buy 🚀🚀🚀

  • @Howch125
    @Howch125 Рік тому +1

    Missed the early 2000's WSJ?? Some great Journalism right there :P

  • @captainboreale7632
    @captainboreale7632 Рік тому +5

    Lisa Su's appointment as a new CEO was definitely a watershed moment for AMD. Before her, AMD processors were notorious for overheating and instability issues. These problems are still experienced in today's processors. But not so frequently witness this situation nowadays compared to pre-Lisa Su's period. Her ideas and leadership absolutely carried out AMD's prestige to a new level.

  • @samsonsliteye
    @samsonsliteye Рік тому +1

    This ASA guy either doesnt know what hes talking about, or his statements were taken out of context.
    AMD was NOT an intel copycat. The only reason they manufactured Intel chips is because this is a requirement by the us mil/gov.
    they HAVE to have multiple sources to ensure a stable supply and have price and quality competition.
    AMD started selling fairchild and national semi clones for the same reason as soon as they started their biz, but quickly had their own unique products which were very successful.

  • @iecasper
    @iecasper 8 місяців тому +1

    Umm. AMD was beating Intel in late 1990's until the core 2 duo was released.

  • @_nom_
    @_nom_ Рік тому +3

    Intel had the first 64-but processor, however the instruction architecture wasn't compatible with x86, so AMD created one which was.

  • @Smarterthandumber
    @Smarterthandumber Місяць тому +2

    A lot of the things explained here are so simplified they kinda stop being representative of the concepts they aim to describe..

  • @john_ace
    @john_ace Рік тому +6

    To just ignore the many attempts at innovation and successes AMD had in the 70s and 80s is just wrong. AMD developed some very advanced chips that even Intel produced in license for a while (early on). The problem was that AMD often miscalculated the market and their own developments only got into niche markets while intel defined the industry for decades. AMD was on the brink of bankruptcy many times because it took huge risks with innovative developments that rarely payed out. Its nice to see that AMD has finally broken the mold it was stuck in for so long.

  • @FifthKnowledge
    @FifthKnowledge Рік тому

    Superb summary and presentation.

  • @CarPitStop
    @CarPitStop Місяць тому +1

    AMD beat Intel because Intel stopped innovating.

  • @Manicsar1
    @Manicsar1 Рік тому +2

    AMD's stock is way overvalued, and Intel's is way undervalued, Wall Street is overlooking the effect retail investors have on hype stocks like AMD, Nvidia, and Tesla. Don't get me wrong they are all good companies. However you can still overpay for them, and anyone buying AMD, Nvidia, or Tesla right now is overpaying. As soon as everyone starts talking like they are going out of business, that's when you buy. Intel did more revenue last year than AMD and Nvidia combined just so everyone keeps things in perspective.

  • @anchorbubba
    @anchorbubba Рік тому +5

    ahh what about the itanium misstep where amd released the first consumer 64 bit processor and even created the 64 bit instruction set that intel had too and still too this day licensed from amd

  • @TheMiningMersie
    @TheMiningMersie Рік тому +1

    this bring back memories. my first gaming pc was with ryzen 1st gen

  • @sonthonaxvernard5917
    @sonthonaxvernard5917 Рік тому +3

    Well put together video story. I'm a computer geek and I appreciate how you explained the CPU and what it does in layman terms that anyone can get. Kudos to you.

  • @nicolasrivero4722
    @nicolasrivero4722 8 місяців тому

    Thanks for the content

  • @explorer7913
    @explorer7913 8 місяців тому +2

    But now AMD is overpriced

  • @alexbuss3377
    @alexbuss3377 Місяць тому

    I’ve had intel chips in my computer for the past 15 years. I just bought a brand spanking new AMD chip and I’m super happy. Even with the same budget, AMD gave me the best bang for the buck. Also hard to be the fact that it’s a bit more future proof.

  • @μυθοπλαστηςμυθοπλαστης

    At the era of athlon 64 AMD was better...make it again

  • @RidwanNurzeha
    @RidwanNurzeha Рік тому

    I’m an AMD fans since 2006. Not because they sold cheaper, but I love to be different, unique, and minority

  • @alibizzle2010
    @alibizzle2010 Рік тому +1

    OMG these people know nothing of computing history. AMD was not a "copy cat". They were a second source supplier mandated by DOD to ensure supply of critical components was not reliant one one company

  • @typingcat
    @typingcat Рік тому +1

    Intel dominated the CPU market from the late 2000's to mid 2010's. They got arrogant and gave users little performance increases and changed expensive prices. Consumers were fed up, and even big partners like Apple abandoned Intel. Intel's fall is their fault.

  • @dimadamag
    @dimadamag Рік тому +1

    I owned FX 8320E , then i5-7600K, then Ryzen 1600 , then Ryzen 2700 , and now im on m1 MacBook Air :)))

  • @Mike-bo1oj
    @Mike-bo1oj 3 місяці тому

    Intel lost because they decided to do manufacturing instead of outsourcing it to TSMC, They never caught up and ended with constant delays. Another big factor of why AMD is because have stay committed to keep making GPUs which Intel has largely ignored until they came out with Intel Arc series just 2 years ago.

  • @underratedblastoise3908
    @underratedblastoise3908 Рік тому +2

    It has nothing to do with Tech. It has all to do with management. AMD before Lisa Su became CEO, they were on the brink of brankruptcy while Intel's management did absolutely nothing besides buying back shares.

    • @maxjames00077
      @maxjames00077 Рік тому

      Yeah, I hate it when people say a Intel or AMD did this or that. Its not a person. Management has changed so many times. A company doesn't really invent things. The people working there do. If someone worked at Intel and invented something brilliant and then starts working at AMD. Then saying the company invented it, idk, makes lil sense to me.

  • @ssjpropics
    @ssjpropics Місяць тому

    Proud owner of amd fx 8250 processor bought in 2014, its still going strong

  • @richardyiu8243
    @richardyiu8243 4 місяці тому +1

    This is the second time AMD beats Intel. The first time is in 1999 when AMD releases Athlon CPU. Intel's Pentium III just can't compete with AMD at the time.

  • @wernersmidt3298
    @wernersmidt3298 14 днів тому

    Fun fact: James Williamson from the Stooges used to work for AMD after the band broke up. Only guy I know of that has been inducted into both the Rock and Roll Hall of Fame and an Engineering Hall of Fame

  • @robbie_
    @robbie_ 3 місяці тому +3

    Isn't it obvious why? Intel is run by accountants, not people who love technology.

    • @JC-PSC
      @JC-PSC Місяць тому

      Intel's CEO is an engineer, so it's changing... But the company has a lot to catch up on and years of mismanagement to undo.

  • @avi123
    @avi123 Рік тому +8

    so you're telling me that in 2017 AMD invented multicore processors and that's what gave them the advantage?
    that's absurd!

    • @vyor8837
      @vyor8837 Рік тому +3

      Multi-chip CPUs, but even that's wrong.

  • @tbsmdelhi96
    @tbsmdelhi96 Місяць тому

    In 2017, I bought my first new pc, powered by Ryzen 5 1600. The trust was worth it. Still my machine works like a charm.

  • @Bukki13
    @Bukki13 Рік тому +1

    They took 53 years? When they invented the 64-bit architecture and multi-core computing?

  • @Jon-bt4zv
    @Jon-bt4zv Рік тому

    Very nice video.

  • @tonicalloway7227
    @tonicalloway7227 Рік тому

    This is interesting..thanks wsj..

  • @sid1290
    @sid1290 2 місяці тому

    Audience: How many factual errors do you want in the video ?
    WSJ: Yes.

  • @FacePlant1324
    @FacePlant1324 Місяць тому

    Intel got complacent they thought no one would ever pass them up. Dr Sue is a amazing CEO who actually knows the company and how the product her company works because she has a doctorate in computer science

  • @aleksandarmarre7878
    @aleksandarmarre7878 Рік тому +2

    AMD to the moon📈📈🏄

  • @travelandlearn5961
    @travelandlearn5961 5 днів тому +2

    Intel sucks. AMD rocks.

  • @1sonyzz
    @1sonyzz 3 місяці тому +1

    cough cough 13th gen & 14th gen problems cough cough

  • @meurglysiii
    @meurglysiii Місяць тому +1

    Only one year passed and now Intel is in shambles

  • @captainboreale7632
    @captainboreale7632 Рік тому

    Furthermore, Intel's new generation Raptor Lake CPUs outperform AMD's Zen 4 series in many Benchmarks. No one denies AMD's notable progress and achievements in the CPU market, but Intel still got the lead :)

  • @madzen112
    @madzen112 Рік тому

    Intel Inside was a brilliant slogan

  • @ps3301
    @ps3301 Рік тому +2

    Intel can't make chip comparable to tsmc

  • @KilgoreTroutAsf
    @KilgoreTroutAsf 4 місяці тому

    No mention of how AMD chips consistently beat Intel's in performance and price during the 2000s, or how they designed and introduced x86-64, ahead of Intel.

  • @3SoccerPlayer3
    @3SoccerPlayer3 Рік тому +3

    Might as well say sponsored by Intel.

  • @stachowi
    @stachowi Рік тому +1

    What this video doesn't mention is that the x86 instruction set is dying... and BOTH AMD and Intel will be declining because of that.
    The ARM instruction will be the future and other companies are making their chips faster and more power efficient (e.g. Apple, Google, Amazon) leaving Intel and AMD behind.