this post was submitted on 20 Dec 2023
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I remember when Zen dropped and everyone thought Intel had some sort of secret super architecture stored in the archives that would allow them to compete. Turns out no, they had nothing. They still have nothing. All they do is make the silicon larger and crank up the clocks. Ironically reducing their margins in an attempt to out-compete a vastly superior technology.
At this point I'm afraid AMD will get into the same position Intel was in during the Bulldozer era and price gouge just as much but unless Intel somehow manages to make chiplets work without infinity fabric (they can't use it because patents) I really don't see them putting out compelling products in the next years. AMD is steadily gaining market share because year after year their products are objectively better in increasingly many categories. Zen was just plain cheap enough to counteract the lacking performance but no AMD has the cheaper AND faster tech for most use cases. The last bastion Intel really has are laptops and once that is gone I can see a lot of OEMs start selling AMD products en masse.