Caporegime
what a bunch of crap.
mediatek's smartphone marketshare is above 30% globally now. (double of apple's phones) and they have a marketcap of like <100 billion aud
intel's revenues are double of amd's
momentum traders are following hype to pump stock prices. (hello nvidia)
marketcap is only as relevant as what the stock holders do with the stocks. hold (for the capital ponzi value) or sell. jensen has been selling Nvidia shares like a loon while the price is high.
Its really not, Intel have been operating at a loss for a while to maintain marketshare, its a strategy to stop AMD from growing and its failed badly, while there are people who need or chose Intel a lot expect Intel to be cheap or they don't buy, that is getting more and more true the longer this goes on.
Also havent you noticed Intel have been making a lot of unforced errors? Security issues, flaws in their designs, this isn't bad luck, this is them trying to keep up with AMD at a technology level and failing, not even TSMC's most advanced node could put them on par with AMD's designs.
Clock for clock they ARL is slower in games than Zen 3, not even Zen 3X3D which blow them out of the water.
People with billions to move around are not stupid, they see this, they draw conclusions from it and it seems they are right.
If Lisa turns to her BoD and says controlling shares in Intel would cost us $50bn they could very well agree, they spent almost that much buying out Xilinx.
What's more likely to happen is the big US 4 all do it as a join enterprise and do it probably with the US governments backing because they are just as weary of Intel as their investors are.