AMD's only beating Intel with a process node advantage. Whether or not AMD would continue to outperform Intel at a more similar component size is still speculation, but they have not in recent years.
Because increased core counts are obviously needed for the data center segment. AMD has a a great chiplet design for their cores which means they will always have better yield for high-core-count chips over Intel's round bus.
As outsiders it's very difficult to tell which aspects of the overall product are due to design differences and which are due to different manufacturing technologies. It's possible both design and manufacturing are better (for AMD/TSMC), but the only one that is obviously true is that the manufacturing is better. We simply would not have a conclusive answer about who has the better designs unless they used the same fab, giving them the same possible feature set. And if they did, I suspect AMD would have a huge advantage from their existing relationship working with TSMC.
TSMC's feature size improvements are shown by chips being released from the latest fab (and with pretty good yields, too, apparently, as AMD just released the XT series of higher clocked chips). AMD's designs are good because Zen+ was better than Zen, and Zen 2 is better than Zen+. Some of the gains may be from die shrink, but if die shrinking was all you needed to do, TSMC would license a z80, drop it on their latest process and call it a day.
You've mistaken a question for a statement. The question being, how is it possible to know if the Intel design/architecture would be competitive or not if it were made on the same process as AMD is using.
I'm a bit surprised I was downvoted for asking a question.
It's probably not true with respect to design. Intel chips are still the fastest cores out there. The difference is that AMD can pack more cores into their 7nm process and not break thermals.
There is real benefit to the chiplet design that shouldn’t be understated. Not needing a full set of cores successfully made every time to have a useful wafer must seriously save AMD money and that’s all in the design.
Not sure about this... Intel is still the big player here. They has nearly ~50% more revenue in just Q2 for their datacenter segment alone as AMD did for all of 2019 in total (for all segments, they dont break out datacenter revenue). That's not to say there aren't things to be positive about AMD for (there are!), but money talks, and money is still buying Intel.
> market sentiment
If you mean stock market, I guess? Personally, I think buying a company with a P/E ratio of 166 is insane.
Maybe I misunderstood. By "CPU design", I think of architecture, somewhat separate from process node. If Intel were to put its current design on a node equivalent to AMD, where would they stand? This is why I'm wondering how it's possible to know if the AMD design is better.
