How Intel Lost To AMD

In this video we go over how Intel lost market share to AMD over the past few years. AMD stock has massively outperformed Intel recently. We will look into the future outlook for both companies and if Intel has a chance of regaining its dominant position.

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[Hawxxfan]

intel is a lesson to today's tech titans: become complacent, stop caring about your customers and watch your market share evaporate

[SimonZellox]

Lisa Su is an electrical engineer and she knows everything about the products AMD sells. The roadmap was very impressive and leaks pointed to good results from engineering samples. This was an easy win in terms of stock gains.
I remember when people made fun of me for suggesting that AMD's Ryzen CPUs would outperform Intel.

[Uncle_Troy]

Only four people voted on the poll to figure out what the next video is about? One person really could make a difference here!

[triadwarfare]

Jim Keller seems to be the most valuable person in the semiconductor world. While he isn't always hired most of the time (he's usually let go once he completed his work), everything he touches turns into gold.

[kchoo]

The difference is intel was run by business person while AMD was run by a stem PhD. I think it is a good thing that Intel's new CEO this year is also tech guy.

[TheDanaYiShow]

Commenting again cause I love these videos, I love AMD because the CEO is tech-oriented, Lisa Su is one of my favorite CEOs!

[Yusufyusuf-lhdw]

Some of the information in this video are not accurate. Intel lost its market share to amd in early 2000 because their pentium 4 Prescott based desktop and server processors were not competitive against amd.
Intel regained leadership in late 2000 with the launch of intel core processors like core 2 duo and core i3/5/7 cpus in the desktop and server market. These had almost double the performance of both amd cpus and intels previous generation pentium 4 processors.
Intel was known for some anti competitive measures in the early 2000s which included giving additional discounts to oems that only sold intel products. The compiler optimization issue is not considered anti competitive. Intel basically released highly optimized compilers for their cpus where as amd users used generic x86 compilers. So the software benchmarks used to perform better on intel cpus. I don't think this is anti competitive. Amd didn't have the resources to work on compilers and optimizing 3rd party software for their cpus. So amd was less competitive.
Then there was some conflict with a benchmark tool. I think userbench. User bench used software like photoshop and Microsoft office from vendors like Adobe and Microsoft who used intels optimized compilers to do the benchmarks. Amd insisted on using open source software like gimp and Libre office for benchmark. This led to amd leaving the consortium. This again is subjective and would point to AMDs inability to create optimized compilers and inability to help optimize third-party applications like Microsoft office and photoshop.
Another inconsistency that I felt was when you said intel had to fight anti trust law suite in 2016ish.. but the anti trust law suite happened in 2005ish. Then amd also had its share of unfair practices including copyright violations when they copied intels pentium multimedia capabilities which they later had to pay and acquire the rights. They also copy intels naming convention like Ryzen 3 ryzen 5 ryzen 7 ryzen 9 which sounds similar to intels core i3 i5 i7 and i9. They also copied the part numbering sequences for low power and high performance parts.
Jim Keller also worked in intel for a few years between 2016 and 2019. And also tesla for another few years.
Amds success can be attributed to a combination of factors, 1. They redesigned the cpu core under the leadership of Jim Keller, then they executed fairly well. They shifted to tsmc process nodes that used EUV. Then the second factor was the failure of intel in moving to EUV technology for their 10nm process, this caused huge delays in intels product pipeline which amd could make use of to gain market share.
Going forward I see some risks in AMDs execution, they don't have a stable cpu mesh architecture like intel, so Going to higher core counts is difficult in the server segment. AMD also don't have a proven little core architecture like intel Atom core. This will cause serious setback to amd when intel moves hybrid big little architecture this year. Although AMD is supposed to bring a big little architecture to their desktop and mobile, during zen 5 time frame the lack of a proven little core will mean less chance of success to AMD.

[prasoongupta]

The last time I was this early, Intel still had lead in the CPU race.

[GZ]

10:40, pretty sure AMD actually createf SMT' but intel made its own variant of it and called it HT (hypertreading)

[grantguy]

Intel beat amd and slept on the wheel.

[joseaperez]

Back in 2016 I asked my broker to buy some AMD stock, and she cautioned about almost-bankrupt company. I had to yell to her to buy the stock when it was around $6 dollars. I congratulate to all people who gave their trust to Dr. Lisa Su. She and all AMD team did the imposible....surpass and crushed its long-time competition. Now, who recommends Intel?

[snowman]

The guy that came helped develop the chip and left, is a boss move. Great mind.

[sammorrissey]

The M1 chips are good, but Apple also either deliberately or negligently has failed for years to provide proper thermal solutions, crippling the performance of the intel chips. Their last Macbook Air before the M1 had a heatsink that wasnt attached to the fan. LTT even improved the performance 10% by shaving some metal off the heatsink ffs

[Coryindahouse]

AMD marketing to their ryzen chips were phenomenal when they came out. They were cheap, efficient and everyone was talking about them when they debuted.

[PrayTellGaming]

When I built my first 2 PC's they were Intel CPU's. Even though it's ten years old, the i5-760 still works acceptably as long as it's paired with an SSD. My latest PC uplift was with AMD, and the next will likely be AMD too.

[robertog]

How could u miss that intel is launching a whole line of gpus, and nvidia buying arm, anyhow nice vid as always

[joseaperez]

By the way, I just recently bought my lovely laptop, with a Ryzen 3 and Radeon graphics card. I am very happy with its performance, even I would like to purchase an updated Ryzen 9 with a better graphics card, but availability became a tough issue.

[chrisspencer]

Moore’s law states that transistors double every two years, not one. Very sloppy WSM…

[karehaqt]

Not mentioned is that Pat Gelsinger was previously at Intel and was the lead architect of the 486 CPU.

[Noah_E]

My AMD, Intel story. I bought $50-75 worth of stock in both weekly from '95-98 using money I earned painting fences and mowing pastures. When I graduated in 1999 I cashed out 2/3 my positions and paid cash for a 1993 Corolla and bought a 6% CD. The tech bubble burst seven months later, but I still had the CD and paid cash for a custom ordered 2001 XJ Cherokee Sport when it matured. I wanted a gunmetal blue/gray that wasn't offered in that final year, but was available on Wranglers and could be ordered like I did if you were willing to wait. Those positions bought me two cars.