Should cost of production be substracted from AMD revenue for apple to apples comparison? Intel has in house production, why AMD pays premium to TSMC.
Intel also outsources certain components to TSMC. The only apples to apples comparison would be to isolate revenue for chip sales.
Also TSMC has reportedly surpassed Intel in quarterly revenue, so all these numbers are changing quickly.
I'm curious how the crypto crash and general recession will impact AMD. When crypto prices come down, the demand for GPUs also crashes. AMD makes a lot of money from graphics cards.
And Intel just cut its 2023 revenue forecast to low 60's