// I imagine that lean operation comes from surviving the many years of low profits. //
Yes.. AMD never threw "money at a problem" for that reason alone, i.e. they had to use their brains/talent ;-)
Another Key parameter in assessing the comparative value IMO is that Intel currently has 99,900 employees compared to AMD's ca. 10,000 - not to mention the vast numbers of "older" Fabs that Intel probably either has to modernise or scrap !
If Intel increased CPU output to keep their high fixed cost Fabs running, their gross margins would drop significantly IMO.
A sort of Catch-22 situation for Intel. |
