I have no direct answer for this, but I think Intel is only worth because itās priced cheap at the moment compared to wider market. It will not grow leaps and bounds but like other people mentioned itās not going anywhere in short/mid term, they are a dividend payer and there is little to no risk of hitting a price crater unless something scandalous happens.
Who knows may be with some intelligent management changes they can start challenging other brands. Which will be great for consumers, we donāt want a monopoly one way or another.
Iāve also recently posted my buy list, which has quite a few semiconductor stocks. KLA is a decent one and promising, if you want to diverse into these ālesser knownā ones, I recommend looking into ones like AVGO, xilinx and ASML.
Iām kind of heavily on such companies as wellā¦ AMD, NVIDIA, AVGO, TSMā¦ some of them I bought during March hell, so have already very good results on them and will keep all of them for many many years.
Intel is still an uncertain for me, I may wait a bit, at least one more quarter to see better what to expect from it.
Oh true Iām sorry I was more saying that nvidia buying arm didnt meant they suddenly own the production of apple products.
I know the semiconductor worlds is like the wild west with this stuff and Iām not super informed on it (Iām more manufacturing/aerospace background)do you know roughly the sort of license fee arm can charge with regards to apple and thier new designs?
And would nvidia have the capability to renegotiate that after a take over or would it be locked in at the current deal with arm
Thatās an interesting question, never thought about it. Since the licenses at the moment are on annual subscription basis, I guess Nvidia can ask for any amount of money when the current licenses expire. Normally you pay a flat subscription fee for resources + per processor fee when/if the product is in literally produced.
My opinion here is theyāll probably keep the prices similar, having apple as your customer buying your cpus is gold laying goose, there is no need to 10x your prices and kill it.
I donāt quite understand what this graph represents but I know amd has quite an up/down FCF over past years. This is though mainly due to very high amount of R&D spending. After moving into chiplet/zen2 design CPU R&D costs started decreasing, as well as operating costs. GPU side on the other hand is still burning money. May be itāll start coming down after Big Navi architecture release (can be as soon as next quarter)
For āwhat metric sideā of the question I feel like we discussed this before and Iām going to reiterate that AMD has a small market share in a big pie, and steadily increasing this market share.
And again to reiterate Iāve bought AMD a lot between $2-$30 range and kept buying until mid summer 2020 my average price for AMD is $20.5 at the moment.
Saying that IF I had money, I think Intel is very ābuyableā at the moment. In fact my buy priority at the moment for semis:
the only problem is, Iāve hit 100% on both SIPP(Ā£40k) and ISA(Ā£20k) allowance caps for this year, so I donāt have any money to buy anything until April 2021 Only option for me is to sell something to buy something else, and I donāt usually do that unless there is an extraordinary opportunity.
Also I remember saying āCPUs donāt get developed overnightā An R&D department at a top level analog IC house is usually designing chips 5 years ahead. Intel has a slight advantage here that they have their own fab and can pedal to the metal and accelerate this IC design process and again that is if they allocate the money
uhh feels like Iām over repeating myself, apologies.
I have friends from uni working at intel, I had bbqās in their prod line managers house, they have brilliant people (unfortunately lost some very brilliant people as well) I am only saying this to highlight I know from first hand they have the brain power if given the right resources. Unfortunately they have a big management problem, and everytime CEO makes a blog post to undercut a competitor there are like 50 youtube posts rimming him.
Soā¦ I think I got sidetrackedā¦ what was the question again? regardless, i hope it my early morning rant before coffee was helpful
It is OCF graph with data from 2000-2020.
Which reminded me that AMD had advantage over technology vs Intel already at one point in early 2000s.
At least on the benchmarks, not talking about lower costs or margins. Just from pure geek tech perspective.
But I presume you wouldnāt pay current price to buy more AMD?
Only option for me is to sell something to buy something else, and I donāt usually do that unless there is an extraordinary opportunity.
regardless, i hope it my early morning rant before coffee was helpful 
