/biz/ - Business & Finance

>>55682146
They're shit compared to last year because we had basically YOY decline with Intel losing the plot. If they don't execute on their planned roadmap and if anything goes off the rails, any chance of a comeback is done. The only reason people should be invested is because they haven't shat the bed with their fabs and process. Intel 4 is still on track and so is Meteor Lake which should be releasing in August before school starts.

>>55682155
Foundry is up, that is encouraging. But yeah, everything is going to keep being bad until Intel comes out with Arrow Lake. Meteor Lake is going to be like the original Zen 1 from AMD. Not that competitive but all the right pieces are there.