Tech
How Chip Giant AMD Finally Caught Intel
Chip giant Advanced Micro Devices made history this year when it surpassed Intel by market cap for the first time ever. Intel has long held the lead in the market for computer processors, but AMD’s been on the rise since it acquired adaptive chip company Xilinx in February for $49 billion. Now, AMD chips are in two Tesla models, NASA’s Mars Perseverance land rover, 5G cell towers and the world’s fastest supercomputer. CNBC sat down with CEO Lisa Su to hear about AMD’s remarkable comeback, huge bets on new types of chips in the face of a PC slump, new restrictions on exports to China, and shifting industry trends.
Chapters:
1:51 Making chips
4:01 Going fabless
5:37 Catching Intel
8:17 Geopolitics and PC slump
10:51 Diversification
Produced by: Katie Tarasov
Edited by: Dain Evans
Additional Camera: Andrew Evers, Lucas Mulliki, Jeniece Pettitt, Maarten van Rouveroy
Supervising Producer: Jeniece Pettitt
Graphics by: Mallory Brangan, Christina Locopo
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How Chip Giant AMD Finally Caught Intel
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Unstoppable demand for AI is leading to a capacity crunch on factory lines at the world’s leading chip manufacturer, Taiwan Semiconductor. And it could put a chokehold on AI’s ability to scale. Analysts tell CNBC that Nvidia, Apple, Broadcom, AMD and others are locked in an “extremely fierce” competition to get their GPUs, CPUs and custom AI chips made at TSMC. Capacity can’t come online fast enough, despite TSMC’s rush to build new fabs in Taiwan, Japan and Arizona, where has expanded investment to $265 billion. The strain has made one man at TSMC “the most popular person on the planet,” as chip start-ups and big name CEOs visit Taiwan to ask him for wafer allocation. It’s also created a rich opportunity for Intel, as customers look to the long-struggling foundry arm of the U.S. chip manufacturer for a second source.
Chapters:
0:00 Introduction
2:06 ‘Most popular person on the planet’
6:54 Making room for smaller players
9:10 Can new U.S. fabs ease the crunch?
Producer and Reporter: Katie Tarasov
Edited by: Matt Soto, Andrew Evers
Camera: Eddie Temborski, Robert Lampe, Evan Reinhardt
Senior Director of Video: Jeniece Pettitt
Animation: Jason Reginato, Emily Park
Additional Footage: Cerebras, D-Matrix, Getty Images, Intel, Nvidia, OpenAI, SpaceX, TSMC
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Why There’s An ‘Extremely Fierce’ Battle For TSMC’s Limited Chip Manufacturing Capacity
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Warner Music Group, the third-largest music label by market share, is tapping into the South Asian music movement with its latest venture.
CNBC’s Laya Neelakandan explains.
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Micron’s hometown of Boise, Idaho has a growing crop of newly minted millionaires.
The AI-driven memory boom is showing up in the form of job growth, new construction projects, a bustling dining scene and an influx in new residents.
CNBC’s Katie Tarasov explains. Find the full report in related video.
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Half of single Americans say they are going on fewer dates or choosing less expensive activities because of rising costs, according to BMO’s 2026 survey.
But, the cost of dating itself is only part of the story. For millions of users, finding a date means paying for the apps.
Watch the full story in related video.
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Billions of dollars have been raised for this year’s midterms elections, with a significant portion coming from big name tech billionaires in the cryptocurrency, artificial intelligence and online gambling sectors. Megadonors’ contributions are overwhelmingly behind Republicans in the 2026 midterm election, with 14 of the 20 largest donor groups exclusively or nearly exclusively backing GOP candidates or outside groups. CNBC’s Luke Fountain reports.
Chapters:
00:00 – 00:56 Introduction
00:57 – 03:37 Chapter 1 – Republican-aligned donors
03:38 – 05:07 Chapter 2 – Democrat-aligned donors
Reporter: Luke Fountain
Produced and Edited by: Romy Tarantino
Animation: Jason Reginato, Emily Park
Additional Camera: Macklin Fishman, Andrew Evers
Supervising Producer: Shawn Baldwin
Additional Footage: Getty Images
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About CNBC: From ‘Wall Street’ to ‘Main Street’ to award winning original documentaries and Reality TV series, CNBC has you covered. Experience special sneak peeks of your favorite shows, exclusive video and more.
Want to get ahead at work? Then you need to learn how to make effective small talk. In CNBC’s new online course, How To Talk To People At Work, expert instructors teach you how to use everyday conversation to gain visibility, build meaningful relationships and advance your career. Sign up now: https://cnb.cx/4sGlSkh
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The Megadonors Funding The 2026 Midterms
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@benzed1618
December 20, 2023 at 8:43 am
WOWOWOWOWOWOWOWOWOWOWOWOWOWOWOWOWOWOWOWOWOWOWOWOWOWOWOWOWOWO
OOOOOOOOOOOOOOOOOOOOOOOOOOooooooooooooooooooooooooooooooooo
@AdamSmith-gs2dv
December 20, 2023 at 8:43 am
Another positive about AMD is how consumer friendly they are, they open source alot of their tech (Freesync for example) and support their platform for a long time (AM4 got 4 CPU cycles, you are lucky to get two with Intel). Thats why I will almost always pick AMD over Intel unless AMD is completely uncompetitive like they were with Bulldozer and Piledriver
@fnjesusfreak
December 20, 2023 at 8:43 am
Would it be safe to say Su for AMD is like Satoru Iwata was for Nintendo?
@davidjwillems
December 20, 2023 at 8:43 am
Give me a break. Moore's Law is not a law. It's so dumb to say that semiconductor density HAS to double every 18-months.
@wric01
December 20, 2023 at 8:43 am
Your put a asian in charge, same with all successful companies that turned around.
@mooripo
December 20, 2023 at 8:43 am
Great one thanks, music loud though.
@markmagnano8590
December 20, 2023 at 8:43 am
AMD advertisement
@lokesh303101
December 20, 2023 at 8:43 am
AMD has good chances on Neural Computing Solutions for Retail Sectors. For manufacturing Mini Data Server Stations are needed where AMD can explore the options having Chip Accelerator of Multithreads with increased no of Logic Gates for Emulator Cores as a Unit – Kind of Affordable than GPUs.
@BitCloud047
December 20, 2023 at 8:43 am
When talking about moore's law you said the number of resistors….it should've been transistor's…
@samuelsavangouder5102
December 20, 2023 at 8:43 am
According to the Moore's Law, the number of Transistors double every 2 years, not the number of resistors!!!
@Lancista
December 20, 2023 at 8:43 am
Samsung, TSMC and ASML beated Intel! AMD have no funds even for toilet paper…
2025 will be the Beginning of the Rise once again for Intel.
@aerocap
December 20, 2023 at 8:43 am
Awesome lady.
@user619tlsdca5
December 20, 2023 at 8:43 am
Originally group s founders were under Nazis assisting in Military weapons of computers which existed of a 2 inch transistor and brick capacitors era..
@Sweet_Dae
December 20, 2023 at 8:43 am
I switch to AMD from intel because they have a GPU on their CPU at good price. For average user its a saving rather than buying separate. Somewhat the graphic cards are expensive now a days. I wish Intel will follow this because their cpu are stable and doesn't fried up IMO.
@CyborgZeta
December 20, 2023 at 8:43 am
If semiconductors are so critical, then relying on a company in Taiwan for your manufacturing sounds incredibly risky.
When Xi Jinping comes knocking on Taiwan's doors, these companies will be in trouble.
@winzyl9546
December 20, 2023 at 8:43 am
And intel caught both Nvidia and AMD by penetrating the GPU market.
@Black_Reflection
December 20, 2023 at 8:43 am
Love Dr. Lisa. Shes a great CEO. She sold me 3 different CPUs in 2 years lol.
@tonychen1925
December 20, 2023 at 8:43 am
Chinese woman made AMD big ..
@grandaurore
December 20, 2023 at 8:43 am
TSMC talks
@MARKXHWANG
December 20, 2023 at 8:43 am
nvlink-c2c is the future, it will address amd chiplets latency and power issue
@NFTShake69
December 20, 2023 at 8:43 am
haha wrong.
Apple design both CPU and GPU at scale. Legacy media is gonna Legacy, it's fake news even when you don't want it to be.
@NothingBootz
December 20, 2023 at 8:43 am
They work together &doing their best on installing spyhardware in within their chips. Bravo! They both swallpw d now. Your devices are bugged if you have AMD and Intelme chips installed. Nothing is private, you have are not the owner of these devices, they still are, they even can do much more on your own current owner devices than you can ever do, and you wont even see their tamperings works or what exactly they are seeing.
@geoff8191
December 20, 2023 at 8:43 am
I am now happy with my 5800X3D paired with 6900XT
@geoff8191
December 20, 2023 at 8:43 am
I made a 1600X computer and I still have it
@ashchbkv6965
December 20, 2023 at 8:43 am
banning chip exports to china is so silly, like how are you gonna stop someone else from selling those chips to them? if they want it they're gonna get it, i think it has nothing to do with military at all.
@B21_raider
December 20, 2023 at 8:43 am
Lisa su is a legend
@B21_raider
December 20, 2023 at 8:43 am
8:48 lotte world tower Seoul
@alvabravo5655
December 20, 2023 at 8:43 am
Lisa su, clutch the game, saving AMD at it worst time ever…
@omkarkavitkar8112
December 20, 2023 at 8:43 am
Someone in AMD decided to sell American trade secrets to China and rest is history.
@techconix
December 20, 2023 at 8:43 am
Now there's Intel Arc!
@bobalazsgaming
December 20, 2023 at 8:43 am
To think AMD almost went into nonexistence not so long ago.
@ALPHABYTE64
December 20, 2023 at 8:43 am
Ryzen 3000 was the point
@ricardoespitiarunza2823
December 20, 2023 at 8:43 am
There's a long way to go to surpass Intel, but AMD is doing a great job innovating with new generation of processors, technologies such as AMD Pro Security, Machine Learning and Zen Core between others. They just needs to be consistent providing verstatile productos for us as consumers. In therms of gpu AMD still needs to work more on that. In processors is a close battle with Intel and they can beat Intel in the following years…However, Intel does something very will nobody today can do better: just innovating what they already have. It's simple, but powerful.