XLNX - Intel: AMD Threat Is Finished

• Although competition from Arm is increasing, AMD remains Intel’s biggest competitor, as concerns of losing market share weigh on Intel’s valuation.
• AMD's short-lived laptop competitiveness is already waning. Intel will further crush AMD with its (up to) 16-core Alder Lake: going from half the core count, to double in one generation.
• Intel is also re-investing in the (high-end) desktop, could leapfrog AMD in the data center, and seems to be overtaking AMD-Xilinx for FPGA leadership.
• AMD is slow to transition to the leading edge in process technology. For example, AMD will not launch 5nm laptop CPUs until 2023, when Intel might have 3nm.
• Given all the above, the Intel bear thesis of AMD benefiting from Intel's stumbles, gaining a large tech advantage and taking much market share, is finally finished.

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