What's the overall thoughts on AMD and Intel?
About 2 years ago, it almost felt like Intel was just a blast from the past, AMD will finally be the next leader in the CPU market, at least thats what the stock prices looked like.
But then, Intels performance throughout this year has been a slow, but steady gain, while AMD has been well below its ATH.
What will the future bring? Intel has just recently confirmed its ramp in production capacity, while AMD as a fabless company is strongly dependent on foundries like TSMC, who, howerer, have already confirmed to prioritize apple, nvidia and then also intel with their 3nm node. Will AMD manage a way back to its former value, especially since the whole industry seems to be full of turbulences and uncertainty? Despite the overall damp in the consumer market, iIs intel still undervalued?
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