Last Update 09 Jun 26
updated x86 vs arm comparisons
Suen made no meaningful changes to valuation assumptions.
Reasons I bought Intel:
- x86 software. a lot of existing software has been created for the x86 architecture and additionally has likely been optimized to run on intel cpus due to them having been the consistent market leader for so long giving them an advantage over AMD.
- This is most noticed when comparing applications using IBOT or Intel Compiler
- compared to ARM, x86 does face an overhead penalty due to hypervisor translation on the assumption that ARM has been natively built. However the majority of applications are not natively built (aside from webpages), which would mean ARM would suffer a significant emulation penalty in terms of performance. additionally even with a natively compiled binary for ARM, x86 could still come out on top due to ARM being less cache efficient as the same application compiled for ARM generates larger code objects which could lower cache hit rate (depending on application)
On Foundry business :
- They are the single largest USA based foundry.
- Comparing Intel vs TSMC: is essentially comparing the USA vs Taiwan
- USA has stronger supply chain, required materials exist within the USA and not as dependent on foreign suppliers.
- USA has better engineers / stronger universities
- USA has better equipment
- Taiwan has cheaper labor
- Taiwan has geo political risks.
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