$INTC has insane profit from Server based sales. 7nm does matter for certain people at this time but only important is how much they can adopt new technology like AI and 5G. But keep in mind, Tiger Lake is around the corner and it's rumored to steal $NVDA and $AMD entry GPU market shares in mobile platforms. Tiger Lake GPU is rumored to beat NVIDIA MX350 in graphic performance. Most importantly, they are gaining momentum in 5G networking and working with $SWKS. Potentially might acquire Skyworks with $17.5 billion in cash along with stock trade offerings. Intel -> High end server clients larger profit margins. AMD -> Consumers -> more volume but less profit margins.
  • 9
9 Likes