I hope they lose billions on this deal. I know I'm only going with AMD now. It's not much, but I do buy all the tech for my company. Servers, laptops, etc... will all be AMD going forward.

Investors should be going after executives who ran the company into the ground.

Also, intel could've refused the money. Nobody forcing them to take 11 billion of taxpayer dollars

intel must still be hanging on purely based on corporate computers? or is there something else they are a large part of?

this just be in my bubble, but i feel like anyone i know over the last 15 years has been exclusively getting AMD, whether theyre tech savvy or just a regular consumer.

Really, cos the graph looks like they bounced back to near 12 month highs?

Not having competition is not a good thing. I hope a third player comes along.

Can confirm my work laptop has an Intel chip

What backlash, exactly? The stock is up

Heck of an industry to break into.

Their new GPU has a pretty solid price/performance.

CPU is shit though

Think long term. What kind of regulatory capture is going to happen? Protected companies stagnate instead of innovate. That 10%? That's not a cash deal. It's not revenue for the share holders. It's basically the value of all the CHIPS deal and other things that Intel was already getting. They literally gave 10% of the company away for free.

And it's illegal. And it's communism. It's everything Republicans hated when the Obama administration gave Solyndra a loan. This is pure corruption and will end badly for everyone.

The stock is up. But that's not because this is good. It's up because investors didn't think this through. Short term profit vs long term fail.

And it’s communism.

COOOOOOOOMMMUUUUUUNIIIIIIISSSSSMMMMMMMM!!!!!

This ain't gonna be that buddy, this is capitalist maneuvers the whole way. Either funds will be shoveled into private pockets or the value of this will be juiced to support the extrajudicial shit that's going on.

I've been building computers since 1999, and I've noticed that the industry is cyclical. I've purchased CPUs from both Intel and AMD. We need Intel to succeed, otherwise AMD will dominate the x86 processor market.

Would TSMC be considered a competitor to AMD?

15 years? absolutely not. Before Ryzen in 2017 almost no one was buying AMD.

edit:

AMD's desktop PC market share hits a new high as server gains slow down — Intel now only outsells AMD 2:1, down from 9:1 a few years ago

AMD reached record desktop CPU market share and posted strong server gains in early 2025, while its mobile CPU position weakened, but revenue shares across all segments hit new highs.

Tom's Hardware (www.tomshardware.com)

AMD is at 32.2% unit share of Desktop/Laptop PCs in Q2 2025. Lots of people still buying Intel.

No. AMD is fabless; TSMC doesn't design chips. They're in different parts of the supply chain.

In fact, AMD is a customer of TSMC.

Good point. But would the share price otherwise have been higher without the government discounted purchase? Share dilution, law of supply and demand, etc are all decent arguments the shareholders could make.

And there's now increased risk that the purchase could cause future strategic and market challenges, especially internationally.

Plus it's not just a share price issue. For example, the fact that shareholders have had their voting power diluted is arguably a concern.

Prior to a week ago every conservative was 100% against any form of government corporate ownership. They hated TARP, Solyndra and quantitative easing. They went so far as to want to privatize social security and the post office. Countless hours have been spent justifying all of this and it was baked into their identity that it was all bad in any flavor.

Then, suddenly, Trump is for it and they fall into line without a moment of cognitive dilemma. Cult mentality. They cared about communism before and suddenly they don't and they haven't given us a reason. They haven't admitted their change.

Competitor is already here. Apple and Ampere are making ARM systems that fit most users needs. There are ARM servers. But people don’t want to switch.

I don't disagree with anything else you said, they are a cult it's just not communist at all. Fascist yes

Literally illegal. Only AMD and Intel have the patent cross-licensing rights to make x86 chips. There used to be a third company (Cyrix and subsequently VIA), and (maybe?) still is, but it hasn't been relevant to the desktop CPU market in decades.

The real competition will come from ARM-based computers.