The gap is enormous and
widening.AMD wins on virtually every
profitability metric. The only thing keeping
INTCahead is legacy
revenue scale — and AMD is erasing that fast.
Debt is the elephant in the room.INTC carries
$45B in debtvs. AMD's
$3.2B— that's 14x more. With negative FCF most
quarters, Intel has almost no room to invest aggressively while
servicing that debt load.
AMD's FCF is clean and positive($2.5B in Q1 2026
alone) — it can fund growth, buybacks, and R&D without stress.
INTC burned $4.1B in the same quarter.
INTC's gross margin volatility(swinging from 15%
to 39%) reflects the brutal economics of running your own fabs.
Until the foundry business matures, this will remain a drag.
The analyst hold consensus on INTC is generous,
honestly. The fundamentals relative to AMD suggest the market
should be much more skeptical about Intel's recovery
timeline.
Posted by johnny2012 on 6th of Jun 2026 at 02:26 pm
Agree, but NVDA is chipping away at intel's chip business now
with the arm chips for laptops. INTC needs to get its chip fab
business up to par with tsmc because they are getting crushed by
competition in chips. At least they could start building chips for
USA companies to gain some of that market share.
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AMD vs INTC The gap is
Posted by EdZ on 6th of Jun 2026 at 01:40 pm
AMD vs INTC
Agree, but NVDA is chipping
Posted by johnny2012 on 6th of Jun 2026 at 02:26 pm
Agree, but NVDA is chipping away at intel's chip business now with the arm chips for laptops. INTC needs to get its chip fab business up to par with tsmc because they are getting crushed by competition in chips. At least they could start building chips for USA companies to gain some of that market share.