AMD's brand is now more valuable than Intel, Samsung, and Xbox, but Apple still reigns as king

Any Hodlers here who still have their AMD stock they bought before AMD launched Ryzen 0?

Well Xbox is just a beach of Microsoft, so comparing a branch against a full blown grown companies is kind of unfair.....

Dimitriid said:

Yeah sure that sounds very impressive good for them but when can we buy a *!@#* Ryzen laptop that's actually decent and not widely available until like 3 weeks before a new Ryzen CPU is about to replace the chip it comes with anyway?

Click to expand...

decades of intel domination and shady practices are difficult to amend. Laptop producers prefer to have limited options, single drivers and so on to reduce costs. I'm sure AMD would love to have a stronger presence in laptop industry, but it will take another decade to get some balance in there.

Intel is the new under puppy. Hopefully they can bring the competition with Arrowlake and Battlemage. With all the r and d going to Battlemage and rumors of cutting hyperthreading in Arrowlake with per core throttling the competition better be there. Also if Battlemage misses the ai craze like they missed the crypto mining boom 2 times then I can conclude (my multi year theory )that the company is being sabotaged.

LOL, Louis Vuitton.

No Ferrari in the list? wow!

dangh said:

decades of intel domination and shady practices are difficult to amend. Laptop producers prefer to have limited options, single drivers and so on to reduce costs. I'm sure AMD would love to have a stronger presence in laptop industry, but it will take another decade to get some balance in there.

Click to expand...

I agree. The shady practices are still very obvious where Intel devices tend to have better specs even for the same model. It is clearly not a hardware limitation, but the common discrepancies you will find are (1) deliberately limited RAM for soldered solution, and, (2) inferior display options.

Having said that, I feel AMD don't have control nor capacity to fill the orders like Intel. Hence, there is a heavy dependency on Intel so that PC manufacturers have new products to sell.

Watzupken said:

I agree. The shady practices are still very obvious where Intel devices tend to have better specs even for the same model. It is clearly not a hardware limitation, but the common discrepancies you will find are (1) deliberately limited RAM for soldered solution, and, (2) inferior display options.

Having said that, I feel AMD don't have control nor capacity to fill the orders like Intel. Hence, there is a heavy dependency on Intel so that PC manufacturers have new products to sell.

Click to expand...

Indeed capacity has always been a huge problem for AMD. But with the next gen CPUs, it seems that it will be Intel with the capacity issues. AMD is playing it safe with the much more mature (and cheaper) N4 process node. the N3P process node Intel is buying from TSMC has already been delayed a lot and yields are probably very bad early on.

I'm quite curious as to how things will play out.

Watzupken said:

I agree. The shady practices are still very obvious where Intel devices tend to have better specs even for the same model. It is clearly not a hardware limitation, but the common discrepancies you will find are (1) deliberately limited RAM for soldered solution, and, (2) inferior display options.

Having said that, I feel AMD don't have control nor capacity to fill the orders like Intel. Hence, there is a heavy dependency on Intel so that PC manufacturers have new products to sell.

Click to expand...

This "AMD capacity problem" -meme is mostly BS as said before.

Intel had serious capacity problems for around Q1/2018 to Q2/2020, and those were Very serious ones. At same time frame, AMD only had major problems with GPUs.

So using capacity as excuse for AMD not being used on laptops is basically same old story that has no truth on it. Main reason Asus still has co-operation with AMD on laptops is because Intel had capacity problems back then

I will never understand their fast-food reign because McDonald's serves nasty, greasy items that taste like cardboard. All fast food is objectively garbage but at least others manage to taste good while McDonald's entire menu is just gross. Full stop.

Jerry in WA said:

I will never understand their fast-food reign because McDonald's serves nasty, greasy items that taste like cardboard. All fast food is objectively garbage but at least others manage to taste good while McDonald's entire menu is just gross. Full stop.

Click to expand...

It depends on the location and what you buy from them. Some things I prefer from them, others from other chains; it's a mix-and-match. But I still don't understand how McDonald's is so high on that list.

Either way, in many countries, McDonald's is actually a pretty neat, even chique, fast food place. The McCafé brand was launched outside the U.S. to combat the image you described, and it was successful enough to become a case study in business schools.

HardReset said:

This "AMD capacity problem" -meme is mostly BS as said before.

Intel had serious capacity problems for around Q1/2018 to Q2/2020, and those were Very serious ones. At same time frame, AMD only had major problems with GPUs.

So using capacity as excuse for AMD not being used on laptops is basically same old story that has no truth on it. Main reason Asus still has co-operation with AMD on laptops is because Intel had capacity problems back then

Click to expand...

In 2018-2020 AMD was barely making a comeback. Few OEMs dared building systems with AMD when few actually bought them, especially when it came to laptops. Intel wasn't feeling the burn just yet.

Puiu said:

In 2018-2020 AMD was barely making a comeback. Few OEMs dared building systems with AMD when few actually bought them, especially when it came to laptops. Intel wasn't feeling the burn just yet.

Click to expand...

Yeah but that just proves it's NOT about capacity, it's something else.

If OEMs have to wait for 6 months for Intel CPUs to arrive and still they won't "dare" to use AMD, then AMD supply issues are not problem.

HardReset said:

Yeah but that just proves it's NOT about capacity, it's something else.

If OEMs have to wait for 6 months for Intel CPUs to arrive and still they won't "dare" to use AMD, then AMD supply issues are not problem.

Click to expand...

Obviously there are other "factors" at play.

This is why I'm very interested to see how OEMs respond now when AMD is not only launching much earlier, but with probably much better stocks too (and a mature socket/platform).

Puiu said:

Obviously there are other "factors" at play.

This is why I'm very interested to see how OEMs respond now when AMD is not only launching much earlier, but with probably much better stocks too (and a mature socket/platform).

Click to expand...

Exactly. I have been hearing this "AMD has no capacity" BS for a long time, but so far there have been basically zero proof of that. Some minor things but nothing compared against Intel's two year bad shortage.

Hopefully OEMs finally have learned something.

HardReset said:

Exactly. I have been hearing this "AMD has no capacity" BS for a long time, but so far there have been basically zero proof of that. Some minor things but nothing compared against Intel's two year bad shortage.

Hopefully OEMs finally have learned something.

Click to expand...

"so far there have been basically zero proof of that" - neah, we have proof of that. AMD always started off badly with new generations. although they usually fix this problem about half a year after

it's the DiY market where AMD has had much better stocks.

Puiu said:

"so far there have been basically zero proof of that" - neah, we have proof of that. AMD always started off badly with new generations. although they usually fix this problem about half a year after

it's the DiY market where AMD has had much better stocks.

Click to expand...

Well, since there are no shortage on DIY market, it's pretty hard to prove there's shortage on OEM market.

Although AMD seem to prioritize DIY market products, APUs generally have came much later. But that's not stock issue, but rather AMD does not want to release everything same time.

Wendel found a pattern of Intel crashes with i9 13900K to i9 14900ks. Great video for the tech lovers.

Mihai S said:

It depends on the location and what you buy from them. Some things I prefer from them, others from other chains; it's a mix-and-match. But I still don't understand how McDonald's is so high on that list.

Either way, in many countries, McDonald's is actually a pretty neat, even chique, fast food place. The McCafé brand was launched outside the U.S. to combat the image you described, and it was successful enough to become a case study in business schools.

Click to expand...

True, I'm in the US. I had McDonald's in Hawaii (at street level of our condo bldg or I would never had gone in) and even there (in US but outside the greater 48), it was amazing what was on the menu. I got cherizo and eggs.

HardReset said:

This "AMD capacity problem" -meme is mostly BS as said before.

Intel had serious capacity problems for around Q1/2018 to Q2/2020, and those were Very serious ones. At same time frame, AMD only had major problems with GPUs.

So using capacity as excuse for AMD not being used on laptops is basically same old story that has no truth on it. Main reason Asus still has co-operation with AMD on laptops is because Intel had capacity problems back then

Click to expand...

You're right that AMD has been facing challenges in keeping up with the high demand for their laptop processors. Despite their efforts to increase production capacity, the demand has often exceeded their planning, leading to supply constraints. AMD has been prioritizing the production of higher-margin products, which has helped them gain market share in the laptop segment. However, the overall demand for their processors continues to outpace their supply capabilities.

Bamda said:

You're right that AMD has been facing challenges in keeping up with the high demand for their laptop processors. Despite their efforts to increase production capacity, the demand has often exceeded their planning, leading to supply constraints. AMD has been prioritizing the production of higher-margin products, which has helped them gain market share in the laptop segment. However, the overall demand for their processors continues to outpace their supply capabilities.

Click to expand...

Well, like said, AMD has had some small capacity problems but never anything like Intel had with 14nm tech. If supply constraints are reason why AMD is not seen on laptops, then there wouldn't be single Intel laptop on sale right now. That means problem has to be elsewhere.

Right now AMD has more than enough overall capacity since they are using GF 14/12nm, TSMC 7, 6 and 5nm. For Zen5 N4x and N3 too. Perhaps cutting edge capacity is small problem but overall capacity is now more than enough.