Re: Because they are still making modems for Apple
Oh it isn't curtains for Intel by any means, but it will force them to actually compete which they haven't done since the Opteron days. Only this time they may not be able to push aside that competition quite so easily. Intel no longer has a process lead, and will in fact be behind at this time next year as TSMC will be in mass production with their 5nm process (to be first used for Apple's A14, no doubt) and given the problems Intel has had rolling out their 10nm process I don't think anyone believes their claims of being in mass production at 7nm in 2021.
When Dell starts losing sales to competitors selling servers that cost less and perform better using AMD CPUs, they'll be forced to capitulate and that's when Intel will be forced into a price war that will decimate their margins and profits. AMD is used to losing money, they are much better equipped to fight that battle than Intel.
Biting the hand that feeds IT
