---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/38683355.md"
description: "$Intel(INTC.US)$AMD(AMD.US)Comparing Intel and AMD in terms of sales volume and revenue. AMD's strength lies especially in servers and desktops. Intel's advantage is in laptops. However, laptop sales are far greater than desktop.As for server products, until 2027, I think the key point is not whose performance is better, or power efficiency, but rather: who has stock. Intel's capacity adjustment is estimated to take one or two quarters, while AMD can temporarily use PC CCDs to package server products. But in the long run, it's difficult to increase capacity. Because TSMC's capacity is already booked through 2027, including a shortage in advanced packaging capacity.And Intel won't build new factories either; they will convert some client production lines to servers, add equipment to increase capacity, and get their 18A server products to market as soon as possible."
datetime: "2026-02-12T05:45:38.000Z"
locales:
  - [en](https://longbridge.com/en/topics/38683355.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/38683355.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/38683355.md)
author: "[LipBu Tan](https://longbridge.com/en/profiles/14563506.md)"
---

> Supported Languages: [简体中文](https://longbridge.com/zh-CN/topics/38683355.md) | [繁體中文](https://longbridge.com/zh-HK/topics/38683355.md)


# $Intel(INTC.US)$AMD(AMD.US)Comparing Intel and AMD…


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- [Intel Corporation (INTC.US)](https://longbridge.com/en/quote/INTC.US.md)
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- [GraniteShares 2x Long AMD Daily ETF (AMDL.US)](https://longbridge.com/en/quote/AMDL.US.md)
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## Comments (5)

- **Paul Joseph Goebbel · 2026-02-19T16:07:29.000Z**: I'm more looking forward to Intel bringing out leading hybrid high-performance storage; Intel has strong technical accumulation in this area. Moreover, there's been no news about its glass substrate technology, and I'm very curious about what exactly it's hiding.
  - **LipBu Tan** (2026-02-19T16:16:38.000Z): That would also be in 2029, by then the storage cycle should have passed.
  - **Paul Joseph Goebbel** (2026-02-22T05:25:40.000Z): It seems that glass substrates have recently entered mass production. Let's see if there will be any new cooperation orders. If so, the stock price could reach around 80 this year.
- **moderndog · 2026-02-12T06:48:36.000Z**: The market isn't even looking at its CPU sales anymore. Good CPU sales are the support line for the current price 😭. To break through 230, there has to be some positive news.
- **尼克狐 · 2026-02-12T06:17:57.000Z**: How should we interpret the termination of that Tower Semiconductor deal, Mr. Chen?