With the x86 alliance, AMD and Intel want to defend their own market position against ARM. The companies see this as a turning point in x86 history: "We are on the cusp of one of the most ...

However, what is certain is that every Arm-based processor deployed is a sale lost to either AMD or Intel. At the same time, Apple replaced its Intel-based products with an in-house-designed Arm ...

For years, both AMD and Intel have energetically competed against one another in the PC processor market. But there’s a new force to be reckoned with — Arm — and both AMD and Intel are ...

Oct. 16, 2024 - Today Intel (NASDAQ:INTC) and AMD (NASDAQ:AMD) decided to team up in response to the rising challenge from ARM Holdings in the semiconductor industry. This collaboration will ...

The unmistakably rising tide of ARM architecture has pushed Intel and AMD into an unlikely but necessary alliance. For over 40 years, x86 has been the cornerstone of modern computing. It’s the ...

Then, there are valuations to consider. Arm Holdings, AMD, Nvidia, Broadcom, and TSMC are selling for 96 times, 46 times, 46 times, 36 times, and 28 times forward earnings, respectively.

This morning’s keynote featured appearances by AMD CEO Lisa Su as well as Intel CEO Pat Gelsinger, who unsurprisingly said that the x86 architecture is “alive and well.” According to a press ...