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Apple Silicon M1 chip in MacBook Air outperforms high-end 16-inch MacBook Pro

(www.macrumors.com)
1080 points antipaul | 6 comments | 12 Nov 20 00:56 UTC | HN request time: 0.754s | source | bottom
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lmilcin ◴[12 Nov 20 14:55 UTC] No.25070499[source]▶
If you still own any Intel stock it is probably good time to dump it. Not only can't they compete with AMD, Apple now started running circles around them all.

I wonder what the world is going to be like when companies own entire stack including all hardware (even things like cameras and displays) and applications (including app stores).

There is going to be no competition as any new player would have to first join an existing stack that keeps tight grip and ensures competition is killed off before gaining momentum.

So, basically, dystopian future with whole world divided into company territories.

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1. selectodude ◴[12 Nov 20 15:01 UTC] No.25070575[source]▶
>If you still own any Intel stock it is probably good time to dump it.

Until Intel stops making huge amounts of money, I'm not sure, as a company, they're in huge trouble. Apple isn't going to be selling the M1 to other companies and other companies have proven they don't have the mettle to spend what Apple is spending to make chips like this. Really, AMD should be a little worried since they have some counterparty risk getting all of their chips made by TSMC. At least Intel controls their own production.

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2. Mindwipe ◴[12 Nov 20 15:15 UTC] No.25070720[source]▶
> Really, AMD should be a little worried since they have some counterparty risk getting all of their chips made by TSMC. At least Intel controls their own production.

Chip fab is probably a short term risk but not a medium long term one, as the situation with Huawei has made it very clear to world governments that having competitive chip fab capabilities is incredibly important from a geopolitical power point of view. I would expect to see significant investment by various governments in the next ten years into addressing it.

(If you have a proven skillset in that area and no particular ties to the country you live in I would look into buying a yacht.)

3. lmilcin ◴[12 Nov 20 15:15 UTC] No.25070728[source]▶
Stock value is a view on future, not current financial situation of the company, with relation to what existing market thinks it is going to be.

By buying stock you say: I believe the company is going to be better than the market thinks it is going to be.

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4. samtheprogram ◴[12 Nov 20 15:20 UTC] No.25070774[source]▶
Intel may or may not be controlling their production in the future; although it’s claimed to be for the short term, they’ve also started using TSMC.

source: https://finance.yahoo.com/news/intel-now-ordering-chips-tsmc...

5. colinmhayes ◴[12 Nov 20 15:27 UTC] No.25070854[source]▶
And the market currently has intel at a price/earning of 9. Pretty much the lowest of any tech company. If you have any semblance of hope for intel it's a solid buy.
6. selectodude ◴[12 Nov 20 15:27 UTC] No.25070859[source]▶
Stock value is a view on whatever people want to think it is. If you look at pure financials, INTC is very undervalued. It's a dividend stock, it's trading at a PE of 9. Do we really think that Intel has lower growth potential than Exxon or AT&T?