AMD vs Intel — the strategy behind it | Stratrix

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Type: Company
Analyses: 1
Angles: Moat & Competition

The analyses

The Moat Anatomy · Moat & Competition

Intel's 10nm Slipped Roughly Six Years — and the Factories AMD Escaped Became Intel's Anchor

Intel's crown jewel was its factories. AMD escaped them. When Intel's 10nm node slipped roughly six years from its 2015 target, the moat became the anchor — and AMD's share climbed from ~11% to ~29%.