Baity title, Intel's margins are down - they don't break it for each (sub) segment I believe - so you won't see the Ryzen (DIY) effect just from a cursory glance. Secondly, the R&D plus CAPEX will go up, unless Intel wants to stick tofor the foreseeable future. Lastly layoffs, when was the last time a company experiencing record profits did this :rolleyes:Did I mention notebooks, would be quite the spectacle when AMD goes full throttle with zen2 APU :D

Well, Intel is still selling as many CPUs as it can produce, so there is logic behind those numbers. Especially when lattest news/rumors suggest that there will be a shortage of Intel CPUs for the whole 2020.



As for AMD the question is if they can make as many CPUs as they want, or if there isn't such demand as everyone was expecting. It makes me wonder if those super high performing EPYC CPUs that cost a third compared to a equivalent dual CPU setup of top Xeon CPUs where enough to get more market share in the server market. Maybe AMD is giving those away, for prices that look like a steal, because it sees that big corporations and IT managers still prefer to pay extra for insecure, old tech CPUs from the top player, than top performing, modern, secure and much cheaper CPUs from the second player.



I guess we will find out soon. Of course we could see what most are saying. That the PC/X86 market is growing rapidly and all three major companies in my minds, Intel, Nvidia and AMD, will report record revenue.