| To: neolib who wrote (42908) | 9/21/2021 12:30:15 PM | | From: Joe NYC | | | | I don't think these agencies of Chinese government have any independence or objectivity. They march to the orders from above, whether to obstruct more or less.
Perhaps, if there is risk of financial crises, perhaps the orders will change to "obstruct a little less".
But good point about the Entity List, and China perhaps seeking revenge or leverage... |
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| To: Joe NYC who wrote (42914) | 9/21/2021 2:15:51 PM | | From: neolib | | | | More Adler Lake numbers are leaking from yesterday. It will give AMD a run for their money.
Do you notice all the articles in the last few weeks claiming Intel is doing better because they are an IDM and aren't in the same boat as AMD at TSMC?
The problem is that Intel MBs and PCs still have a bunch of TSMC silicon on them, not the least being dGPUs, so silicon shortages should still be a significant issue for Intel as well. I think Intel marketing FUD is at work... |
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| To: Joe NYC who wrote (42914) | 9/21/2021 3:52:05 PM | | From: TGPTNDR | | | | Joe,
Re: don't think these agencies of Chinese government have any independence or objectivity. They march to the orders from above, whether to obstruct more or less. technofog.substack.com
It would take a dope to think much differently. It was an interesting read; I came to the same conclusion ~ spring 2017. Dumb it took me that long, IMO.
Who shall it Be? Who shall die on the stake of telling the opinion as the truth/newswise?
Will it get interesting soon or is the serious PR to come in '24? Or never?
-TGP |
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| To: neolib who wrote (42915) | 9/21/2021 4:04:20 PM | | From: Joe NYC | | | | I the ideal world, Intel should have an advantage if majority of Intel capacity could make the their 10nm / Intel 7 parts with good yields.
But, just today, a bunch of stories that Intel could not make the upcoming graphics card in Intel fabs due to capacity constraints:
tomshardware.com
As far as silicon shortages, it certainly did not affect AMD, with 99% YoY gain in sales. While it may be tough to keep up this rate of growth in Q3 and Q4, there were some stories of order cancellations at TSMC when the new, higher pricing hits, in Q1 2022, so the environment looks favorable to AMD.
Alder Lake will be more challenging than Rocket Lake. Hopefully, AMD will have a response ready with V-Cache equipped Zen 3D, perhaps even (a long shot) a 6nm B2 stepping Zen 3D.
BTW, Intel mentioned in the CC that the substrate shortages will have everyone frozen in place in Q3, as far as gaining or losing market share |
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| To: Pravin Kamdar who wrote (42918) | 9/21/2021 5:47:30 PM | | From: Joe NYC | | | | | Thanks for the link. I am actually 1/3 way through (too busy at work to finish) but so far excellent. I got up to the part where he talks about wafer agreement contracts etc. |
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| From: neolib | 9/21/2021 5:57:59 PM | | | | | | Last week and then this week almost chart perfect around the 50dma: Last week AMD came down and just about kissed it twice from above, then Monday opened below, but both Mon and Tue it hit its head against the 50dma from below.
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| To: Joe NYC who wrote (42914) | 9/21/2021 6:09:54 PM | | From: neolib | | | | This link was also worth a read:
cnn.com
They seem (IMHO) to be hell bent on anti-Trust WAY more than the USA ever has. I assume that is partly (as the link above notes) fear that big entities are a threat to the CCP.
But its possible that they take a theoretical view that more competition from multiple smaller entities makes for a better system long term (as the Chinese are supposedly very focused on the long haul). If that is their view, then its hugely ironic that a non-democratic and communistic system seems to be chasing enhanced competition in their commercial sector, while the USA lags behind on that front. TWT how it works... |
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| From: Joe NYC | 9/21/2021 7:08:23 PM | | | | | | Article examining potential price war by Intel - and likely futility of it.
Here is an interesting part that caught my eye:
So AMD has actually no net debt, 3.4 billion of positive net assets.
Intel has 10.55B of net debt.
seekingalpha.com |
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| To: Joe NYC who wrote (42922) | 9/22/2021 10:29:41 AM | | From: neolib | | | | But keep in mind that intel's net debt is only 2 qtrs of net income for them.
What remains to be seen is whether IDM2.0 actually takes to spending 10's of $B on new fabs over the next few years, something they have not been doing for quite some time. They should not have spent $20B+ (IIRC) over the last few years buying back their stock, while their manufacturing side cratered. |
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